From GIFACTO Inc. to WHITEMONT Financial Services Inc.
CREATION OF THE FINANCIAL SERVICES FIRM
WHITEMONT Financial Services Inc. is an independent Financial Services firm that was created in 1999. The initial purpose in launching WHITEMONT Financial Services was to enhance the support offered to the independent advisors by providing them with a complete team of specialists: an administrative support team, a financial planning team, an investment committee, an insurance committee and a cooperation with a mortgage brokerage firm. A synergy beneficial to all was thus created as advisors were able to focus on what matters most: their clients’ financial well being!
FINANCIAL PLANNING APPROACH
Integrated financial planning has always been a core value with WHITEMONT Financial Services Inc. This multidisciplinary approach allows us to constantly evaluate the global financial situation of our clients before proposing solutions adapted to our customers needs or offering them financial consulting services.