MOMENTUM

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... 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.

Primary location: Halton Hills Canada