Attain financial peace of mind for your family and yourself through our custom-tailored wealth management and financial planning services.
Peter and Rosanna provide incredible service for all of my financial needs. They are professional, attentive and always pleasure to do business with.
I highly recommend!— Colleen Haykin
Peter and his team are great to deal with. The level of professionalism and knowledge that they share between them shows how a company is valued and they operate. From investment advice to life insurance, I would highly recommend Momentum Financial for all your financial needs.
— Chris Cambouris
Peter’s focus on small business owners and helping family businesses manage their life’s work in combination with personal goals makes him an invaluable team member to a family business owners panel of professionals.
— Liz Leckie
WHY Momentum Wealth?
Where Your Financial Goals Meet Personalized Wealth Management Expertise
At Momentum Wealth, we understand the importance of not just managing, but growing and preserving your family’s wealth across generations. Our dedicated team of financial advisors brings together decades of expertise in personalized financial planning, offering a bespoke white-glove service that sets us apart. Discover the Momentum Wealth difference and how we prioritize your security, growth, and time.
Our Boutique Wealth Management Services
At Momentum Wealth, we offer a comprehensive suite of services designed to cater to all aspects of your financial health. Our team of experts is committed to delivering personalized solutions that align with your unique needs and goals.
Financial Planning
Craft your financial future with tailored advice that aligns with your life’s ambitions, from retirement planning to wealth accumulation, ensuring a comprehensive approach.
Insurance Planning
Protect your family’s well-being with strategic insurance solutions, ensuring you’re covered against unforeseen events and providing peace of mind for what matters most.
Tax Planning
Reduce tax liabilities and improve your financial efficiency with integrated tax planning. Our proactive strategies are tailored to complement your overall financial plan.
Investment Management/ACPI
Leverage customized, diversified investment strategies aimed at maximizing your portfolio’s potential while aligning with your risk tolerance and financial objectives.
Estate Planning
Efficiently manage the transfer of your assets with expert estate planning. We navigate wills, trusts, and taxes to ensure your legacy is protected and passed on as intended.
Who We Serve: Wealth Management for High Net Worth Individuals
At Momentum Wealth, we specialize in guiding families and business owners through the complexities of wealth management and financial planning. Our services are particularly suited for those who value a partnership built on trust, expertise, and a personalized approach to achieving financial success.
For the forward-
thinking family
Multigenerational families looking to preserve and grow their wealth find a trusted advisor in us. We understand the importance of securing a financial legacy and the unique challenges that come with it. Our tailored strategies ensure that your family’s financial future is in capable hands, ready to support the dreams of the generations to come.
For the ambitious
business owner
Entrepreneurs and business professionals with a vision for the future see us as an essential part of their success story. We provide the financial clarity and strategic planning needed to navigate business growth, personal wealth management, and the intersection of both. Our expertise supports your journey towards achieving both your professional and personal financial goals.
For those who seek
peace of mind
Individuals and families aiming for better control over their time and finances find solace and solutions with Momentum Wealth. Whether you’re seeking to optimize your investment strategy, plan for retirement, or ensure your estate is well-organized, our comprehensive services are designed to give you peace of mind and the freedom to focus on what matters most to you.
