Investment & Planning

Bob passed away in 2021. Throughout his career, he was known for his integrity and for being a responsible steward of capital. He was also known for his warmth and caring, and was an active mentor to many. As co-founder of Westmount with his son Jim, Bob brought his entrepreneurial experience and zeal to his love of working with clients. He was an early believer in the independent advisor model and in the idea of pursuing a wide range of investment strategies in the public and private markets. While he delighted in seeing Westmount grow and thrive on that basis, Bob was proudest of the people who make up Westmount’s team, and of the long and meaningful relationships with our clients that have been forged over the years. His legacy lives on today: we remain guided by and grateful for his integrity, work ethic, creativity, and caring.