Momenta Financial Strategies Ltd.

At Momenta Financial Strategies, our mission is to help successfully engage individuals, families and business owners in effective financial planning for their futures. We firmly believe in building authentic relationships rooted in an abundance mindset. We strive to help provide financial peace of mind. We want to help you grow your wealth and empower you to live life to the fullest. 

We believe that your greatest financial threat is a loss of purchasing power over your lifetime. We can create a custom financial plan that will help you outlive your money and leave a legacy. Whether you are a business owner, professional or pre-retiree, we can help.

We’re passionate about education and coaching. This passion, in combination with taking the time to truly understand all aspects of your financial life, will help you feel confident in your financial future. 

Every journey begins with a plan. That’s why we start our meetings with a goal-driven discussion. We do this to remember where we started, understand where we are and reinforce where we’re going. With that established, we can discuss strategies for how we will strive to reach those goals.

Our office is located in Edmonton, Alberta. We offer in-person and virtual appointments for local Clients and those located throughout Alberta. Contact our office to book your appointment.