Momenta Financial Strategies Ltd.
How we can help
As careers advance and assets grow, financial decisions become more interconnected and harder to evaluate in isolation. Personal and corporate finances overlap, tax considerations materially affect outcomes and advice often comes from multiple professionals without a single coordinating plan. Momenta helps Clients bring these decisions together within a clear, intentional framework.
We think like architects, not contractors, because good outcomes come from good design.
What makes Momenta different
Momenta is build around depth of experience.
Our Clients are advised by a senior, highly experienced team with deep knowledge across tax, estate planning, insurance strategy, investment planning and complex financial decision-making. This level of preparation allows us to see issues, assess tradeoffs and design strategies that are structurally sound from the outset.
Our work reflects experience, judgement and a standard of preparation that goes beyond typical advisory relationships.
Our Process
Step 1: Establish direction
We being by clarifying objectives, constraint, and decision priorities; creating a clear context for planning before any recommendations are made
Step 2: Design the strategy
We develop a coordinated financial strategy that connects key decisions across planning areas and, where appropriate, aligns with your existing professional advisors.
Step 3: Execute and refine
We translate the plan into clear next steps, implement recommendations diligently, and revisit as circumstances evolve.
Products and services
Business owners
Health insurance products
Life insurance products
Office information
