
Elevate YourFinancial Future
Holistic wealth management solutions tailored for individuals and businesses.
Start Building a Stronger Financial Foundation Today
Retirement Planning
Secure your future with comprehensive retirement strategies tailored to your lifestyle goals.
Investment Services
Grow your wealth with sophisticated investment portfolios and expert market guidance.
Estate Planning
Protect your legacy with comprehensive estate planning and wealth transfer strategies.
Group Benefits
Comprehensive employee benefit packages that attract and retain top talent.
Tax Planning
Strategic tax optimization to maximize your business efficiency and profitability.
Insurance
Comprehensive insurance solutions to protect your business and personal assets.
Our Values
The principles that guide everything we do and every decision we make.
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.
Innovation
We embrace innovative solutions and cutting-edge strategies to serve our clients better.
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.

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."
"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"
"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."
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.