WealthX Financial Services - Professional wealth management

Elevate YourFinancial Future

Holistic wealth management solutions tailored for individuals and businesses.

Our Values

The principles that guide everything we do and every decision we make.

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Integrity

We operate with the highest ethical standards, always putting our clients' interests first.

Excellence

We strive for excellence in every aspect of our service, from strategy to execution.

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Innovation

We embrace innovative solutions and cutting-edge strategies to serve our clients better.

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Partnership

We build long-term partnerships with our clients, growing alongside their success.

Why Choose WealthX?

Proven Expertise

Decades of experience in sophisticated wealth management and financial planning with a track record of success.

Personalized Service

Tailored strategies that align with your unique goals, circumstances, and financial aspirations.

Innovative Solutions

Cutting-edge financial strategies and technology-driven insights to maximize your wealth potential.

Professional wealth management team collaborating

Client Success Stories

Discover how we've helped clients achieve their financial goals and secure their futures.

"After moving from United States to Canada, it was very difficult to learn, research and understand the financial/wealth management system in Canada. We were lucky to have met Jayan Jayabal (now our financial advisor and friend @ West Group) and his team Karm & Bal. They helped us understand the nuances of the financial system here and kickstarted our wealth management journey in Canada. We have very high praise for Jayan's vast knowledge in this sector coupled with his professionalism and communication skills. He is highly responsive, very diligent and tirelessly answers all of our questions. Jayan and West Group regularly discuss wealth management strategies with us to keep up with changing tides. We highly recommend Jayan and West Group Financial Management's services."

Nandhini Sasikumar
Marketing & Communications

"As an immigrant, the financial system in Canada remained obscure to me for over 5 years. My Financial advisor Jayan Jayabal, with his team Karm and Bal after understanding my current financial situation, passionately educated me with the financial system put in place and walked me through the most critical wealth tools available for wealth creation for every individual out there. Furthermore, they have created an effective and efficient wealth strategy for maximized gains and for my prosperous future. It finally makes me feel so relieved that I do not have to worry about my finances anymore. Jayan and his team were completely transparent, honest and showcased a high level of professionalism through every step of the process. I would strongly recommend their services for abundant wealth creation. The Best part is, their services are completely free except for accounting and legal services. It still makes me wonder too good to be true"

Karthi M
Business Owner

"It's been a pleasure to work with Westgroup Financial. Karm, Bal and the rest of their team are exceptionally well-informed with wealth management. They believe in the value of having a one-on-one relationship with their clients. Jay has been fundamental in understanding my current financial situation and what my future goals are. He is always a pleasure to talk to and is very empathetic and friendly. I get instant response from the team for my queries and they go over & above to help me with my investments, taxing and overall financial planning. I highly recommend their services to anyone looking for a great working relationship and simplify your financial life."

Nhakulan Dhamodharan
High Net Worth Individual

Ready to Strengthen Your Financial Foundation?

Schedule a consultation with our wealth management experts and discover how we can help you achieve your financial goals.