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Momentum Financial Services Inc.

Financial Management & Consulting

Updated on Jun 19, 2025

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Description:

Momentum Wealth brings extensive experience to wealth management, offering customized solutions for investment, tax strategies, and estate planning. As a boutique wealth management and financial planning firm, we specialize in crafting approaches that align with individual goals while prioritizing long-term stability. With a focus on sustainable growth and wealth preservation, our experienced advisors develop optimized strategies to ensure clients are well-positioned for evolving market conditions and generational success.



List of Services:

Investment Management

Insurance Planning

Estate Planning

Tax Planning

Financial Planning



Business Hours:

Mon: 09:00 - 17:00

Tue: 09:00 - 17:00

Wed: 09:00 - 17:00

Thu: 09:00 - 17:00

Fri: 09:00 - 17:00

Sat: Closed

Sun: Closed



For more information, please contact us with the following details:



Contact Telephone:

+1 905-873-9868



Contact Email:

[email protected]


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Map

Momentum Financial Services Inc.

61 Main Street South 2nd Floor, Unit A Georgetown, Ontario L7G 3G2

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