Testimonials

Explore why our clients trust and value our services. Their success stories with Momentum Wealth highlight our dedication to their financial journey.

Testimonials - - Secure Your Family's Future with Personalized Wealth Management

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

Testimonials - - Secure Your Family's Future with Personalized Wealth Management

Peter’s knowledge and expertise is evident from the minute you sit down with him and his ability to provide comprehensive, holistic planning sets him apart from others in his field.

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.

I highly recommend Peter if you’re looking for a holistic financial planner who can help with both business and personal planning in combination with insurance strategies.

— Liz Leckie

Testimonials - - Secure Your Family's Future with Personalized Wealth Management

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

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