Build, preserve and transition

your wealth strategically

1-877-526-6687

About

An Asset and Life Management Company Built on a Foundation of Trust and Experience

Why Choose Us?

Lamont Wealth Strategies evolved from the firm Elder, Donaldson & Crofts in 1997. In over 60 years of providing exceptional service and advice the organization has always been committed to helping it's clients achieve their financial and life planning goals.

We have evolved from a pure insurance firm to one of estate planning and wealth management, providing our clients with creative capital accumulation and preservation concepts, strategies and products.

Services

Compassion is understanding the story people want to tell
and helping them confidently implement the right strategy to help them achieve all they want to.

Comprehensive
Financial Planning

Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

Personal & Corporate
Investment Management

Professional asset management of your securities and other assests to your specified investment goals.

 

Tax
Minimization Strategies

We will provide investment alternatives and strategies to minimize your tax bill and liabilities.

Estate
Planning

Estate planning involves the transfer of someone's assets (e.g. property, money) when they die, as well as a variety of other personal matters. Wills, estates, trusts and power of attorney are all common tools used in estate planning.

Business Succession
& Exit Strategies

We will assist you in developing a strategy to maximize personal financial security upon the transfer of your business.

Risk Management
& Wealth Protection

We will assist in the identification, analysis and mitigation of uncertainty in your investment decision-making and align them with your objectives and risk tolerance.

Forms

Build, Preserve and Transition Your Wealth Strategically

Connect

What Can We Do For You?
Lamont Wealth Strategies
330 University Ave
Suite 110
Toronto, ON
M5G 1R8
Tel: 1-877-526-6687
Fax: 1-855-257-4932


Jeffery Lamont
President
Cell - (416) 579-4239
jeff@lamontwealth.com

Jarrett Robertson
Associate Advisor
Cell - (647) 268-6961
jrobertson@lamontwealth.com

Colleen Lamont
Associate Advisor
Cell - (416) 705-9624
clamont@lamontwealth.com

Elizabeth Gadon
Administrative Assistant
egadon@lamontwealth.com


By referral only.


Contact Form

For directions see map below.