Momentum Financial Services Inc.

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Canada
Georgetown, ON
Momentum Financial Services Inc.

We are a family-run holistic planning practice providing comprehensive financial advice to business owners, professionals, executives, and their families.

Serving Halton & Toronto. 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.

08/19/2026

07/01/2026

11/04/2025

How much will you owe in taxes at death? You may be surprised - we help clients plan ahead and provide strategies for their families - check out the simple calculator :

Markets shift with the seasons: Fall brings reflection, rate cuts, and mixed signals across U.S., Canada, and global economies.

10/15/2025

Our firm Momentum Financial Services Inc. was proud to return as a sponsor for this year's fundraiser walk for the Georgetown Hospital Foundation. The community raised over $100,000 - well done Halton Hills! We had lots of fun, magnificent weather and some help from our little friends topped off the day.

Address

61 Main Street South, Unit A
Georgetown, ON
L7G4K1

Telephone

+19058739868

Website

http://www.momentumwealthgroup.com/

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