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.

Our Insurance Planning Approach

Our thoughtful, strategic approach to meeting your family’s lifestyle goals and addressing your current financial situation helps us to ensure you’re on track to achieve your goals through retirement and beyond.

Insurance is a critical component of a comprehensive financial plan. It provides protection against unforeseen events that could impact your financial well-being.

As financial planners, we also think of insurance strategies outside of risk management and have used successfully used insurance strategies to reduce current and future taxation, transfer wealth privately, and fulfill philanthropic goals.

Our insurance planning services focus on:

  • Evaluating your current and future insurance needs
  • Recommending insurance solutions that fit your lifestyle and goals
  • Ensuring you and your loved ones are adequately protected

WHY Momentum Wealth?

Our Philosophy at
Momentum Wealth

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 wealth 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.

As independent investment advisors, we have a fiduciary responsibility to explore all investment options on your behalf, including those typically only accessible to financial institutions and the ultra-high-net worth families. As investors, we personally invest our own assets in portfolios similar to those of many of our clients.

Insights & Education

What Our Clients Have To Say

  • 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