Westgroup Financial Management Inc. is a leading wealth management firm dedicated to helping individuals, families, and businesses achieve financial success. Founded by CEO Karm Panesar and Co-Founder Bal Kundan, Westgroup combines expertise in Financial, Tax, and Estate Planning along with tailored Mortgage solutions to deliver exceptional results. Recognized for industry excellence, including Million Dollar Round Table, Top of the Table and Court of the Table honours, Westgroup has built a reputation for integrity, innovation, and outstanding service.
Based in South Surrey and serving clients across Canada, our highly skilled advisor team empowers clients to make informed decisions, protect assets, and build secure financial futures. Whether planning for retirement, growing a business, or creating a legacy, Westgroup Financial is committed to guiding clients every step of the way.