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.
