WHITEMONT was co-established by an actuary who hadn't ventured into the realm of financial services before. This fresh perspective became our strength. With no preconceived notions or legacy practices to adhere to, he implanted a culture of rigorous research and meticulous analysis. Having the distinctive ability to quantify and calculate complexities, he ensured that no detail was overlooked. After investing a significant amount of effort and dedication, he took an uncommon step in the often-individualistic financial world: he began sharing these tools with fellow advisors sharing the same values. The company’s culture was established and this analytical foundation was further fueled by the genuine passion for delivering only the most insightful and optimal advice to our clients.
CO-FOUNDED BY PETER TSAKIRIS
EXCLUSIVE AGREEMENT WITH “FEDERATION DE L’INFORMATIQUE DU QUÉBEC” (FIQ) WHICH BECAME IN 2008, RESEAU ACTION-TI, REACHING OUT TO ITS 7,000 MEMBERS
JOINED PEAK FINANCIAL GROUP
PETER BECAME THE SOLE SHAREHOLDER
NAME CHANGE FROM GIFACTO TO WHITEMONT
JOINED PLANIPRÊT, MORTGAGE AGENCY
EXCLUSIVE AGREEMENT WITH “RESEAU DES INGÉNIEURS DU QUÉBEC” WHICH BECAME LATER GENIUM360, REACHING OUT TO ITS 76,000 MEMBERS
EXCEEDED $300M IN AUA
THE FOUNDER WAS NAMED A FINALIST FOR THE PRESTIGIOUS EXCELLENCE AWARD, OFFERED BY THE CHAMBRE DE LA SECURITÉ FINANCIERE (CSF) IN THE DISTINCTION CATEGORY
FOR A 2nd YEAR IN ROW, THE FOUNDER WAS NAMED A FINALIST FOR THE EXCELLENCE AWARD, OFFERED BY THE CSF IN THE DISTINCTION CATEGORY
EXCEEDED $500M IN AUA
EXCEEDED $750M IN AUA
AGREEMENT WITH DIVERSICO FOR THE CREATION OF THE MORTGAGES DIVISION
REFORM OF OUR WEBSITE
EXCLUSIVE AGREEMENT WITH UPPERBEE
