Managing wealth & estate planning strategies for high net worth families.
We are a boutique wealth management and financial planning firm with the depth of expertise, knowledge, and experience to understand your family’s needs and develop the custom investment, tax and estate planning solutions that will allow you to achieve your goals.
Investment Advice - ACPI
In today’s increasingly complex financial environment, novice and seasoned investors alike are confronted with countless investment strategies, products, pricing structures and endless advice. Through it all, the question remains, “which is the right path to ensure the best outcome for my family”?
Competing interests can also be a concern for your advisor where they may have to consider the needs of their shareholders. As an independent firm, our investment philosophy has a single goal to focus on what matters most: delivering informed, quality and unbiased advice that’s in the best interest of our clients.
Momentum is a boutique wealth management and financial planning firm. We have the expertise, knowledge, and experience to assess your family’s needs and the skills to structure investment, tax and estate planning strategies tailored to meet your financial objectives.
We believe in investing for the long term and building portfolios tailored to the long-term wealth goals of each of our clients. Our research-focused approach to investment management takes into account both the controllable and uncontrollable events that are likely to occur in life. The result is a well-diversified, bespoke portfolio of time-tested strategies that are closely aligned to your current and future cash flow projections as well as your growth needs.
Our team has the the expertise, knowledge and experience to understand your family's needs and the skills to structure investment, tax and estate planning strategies to meet your financial goals. We develop and implement action plans that will help you meet your wealth accumulation objectives and give you peace of mind knowing there's a plan in place to take care of all of life's challenges.
Insights & Education
Each year, Momentum showcases a number of world-class educational presentations and seminar events. We believe strongly in the concept of lifelong learning and are proud to host these events on a wide variety of topics and financial issues that will resonate with our clients and their families. As valued clients of the firm, our team is pleased to extend special invitations to you as our honoured guests to events closely related to your interests at different times in the course of the year.