08/19/2026
Momentum Financial Services Inc.
Share
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 :
October 2025 - Newsletter - The Momentum Wealth Team 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.
Want your business to be the top-listed Accountant in Georgetown?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Contact the business
Telephone
Address
61 Main Street South, Unit A
Georgetown, ON
L7G4K1
Georgetown, ON
L7G4K1