About

David is a second-generation advisor who supports individuals and families in building long-term financial security through disciplined, relationship-driven planning. He brings a steady, practical approach to guiding Clients through decisions across investments, insurance and broader financial coordination.

With experience in both advisory and leadership roles, David offers perspective that balances strategic oversight with hands-on Client support. He focuses on helping Clients create clarity and continuity as their financial lives evolve, working with care and consistency over time. David holds the CFP®, CHS™ designations and brings this knowledge and expertise to all of his Client engagements.

David is an avid outdoorsman and diehard Oiler's fan. As a husband and father to three girls, he has learned to enjoy the sports they play, particularly ringette . Any free time he has is spent golfing, hunting or fishing.

Mathew brings a disciplined, analytical approach to financial planning, shaped by his background in engineering and business. He specializes in helping Clients navigate complex financial decisions with clarity, structure and confidence.

His work focuses on translating complexity into practical strategy, with particular strength in investment planning, risk management and long-term financial design.

He holds the CFP®, CHS™, CLU®, and P.Eng. designations and serves as President of the Edmonton Estate Planning Council. Mathew regularly collaborates with accountants, lawyers and tax professionals to ensure every element of a Client’s plan works together.

At home, Matt is a devoted husband and father of three. He coaches his kids' soccer teams and is an avid cyclist and motorsports enthusiast with a deep passion for music.

Navdeep focuses on tax-aware financial planning for professionals and business owners with complex personal and corporate needs. His work centers on structuring wealth intentionally while managing risk across tax, estate and insurance considerations.

With deep knowledge in accounting, trust and estate planning, and insurance strategy, Navdeep brings technical precision and strategic foresight to every engagement. He works closely with Clients’ legal and accounting advisors to ensure decisions are coordinated and durable.

Navdeep holds the CPA (CA), TEP, and CLU® designations. His approach is grounded, disciplined and built for long-term outcomes.

Beyond his professional pursuits, Navdeep find immense joy in his role as a loving husband and father. He enjoys biking, basketball, hockey and spending time in nature. He and his family are avid travelers and love to experience different cultures, landscapes and cuisines around the world.

Khushaal works with high-net-worth individuals and business families who value rigorous analysis and well-researched advice. He supports Clients as part of a broader advisory team, helping align wealth strategy with long-term goals and legacy considerations.

With a background in engineering and business management, Khushaal brings a structured, planning-driven approach to investment and financial decision-making. His work emphasizes risk evaluation, opportunity assessment and disciplined execution.

Khushaal holds a Bachelor of Science in electrical engineering, an MBA, and the CFP® and CLU® designations.

In his personal life, Khushaal absolutely loves to travel. He is always on the lookout for his next destination and particularly loves experiencing different cultures through their food. He is also an avid sports fan and enjoys watching hockey and football and playing badminton and golf.

Katryna supports the advisory team through investment analysis, portfolio research and financial modeling. She contributes to ensuring recommendations are clear and aligned with Client objectives.

Her work emphasizes careful analysis and preparation, contributing to confident decision-making across the advisory process.

She holds a Bachelor of business administration with a major in Finance. Katryna is actively pursuing further designations, including the CFP® and CFA®, to deepen her knowledge and expand the value she brings to Clients.

Outside of her professional and academic pursuits, Katryna loves spending time in nature and with family, whether it’s camping, visiting the mountains, holidaying by the ocean, or simply enjoying a patio or walk. She also enjoys cooking, especially trying new recipes.

Sifiso plays a central role in keeping Momenta’s internal operations organized, accurate and moving forward. Her work spans accounting and financial administration, expense reporting, licensing support, and internal compliance coordination.

In addition to day-to-day financial oversight, Sifiso manages special projects across the firm, helping translate ideas into execution. She is often involved in process improvement, cross-team coordination and project work that enables the firm’s long- term growth and operational efficiency.

Known for her reliability, attention to detail and calm problem-solving approach, Sifiso is a steady force behind the scenes.

Sifiso values lifelong learning and believes strongly in growing both professionally and personally. Outside of work, she enjoys spending time with her family, experimenting with new recipes and traveling.

Kyle plays a key role in the firm’s operational backbone, ensuring Client needs are handled clearly, efficiently and without unnecessary friction. He focuses on improving internal workflows and coordination across the team.

His work helps protect Clients’ time by keeping service requests efficient, well coordinated and consistently managed.

Kyle brings a disciplined, organized approach to firm operations.

When not working, he enjoys spending time with his wife and their two young boys. Kyle also loves watching movies, reading and spending time with friends.

Peggy supports the firm’s day-to-day investment operations and administrative functions, with a focus on accuracy, organization and compliance.

She brings extensive experience in Client service and operational oversight, contributing to a Client experience that is organized and consistently managed.

Peggy is known for her follow-through, attention to detail and reliable execution of both the advisory team and firm operations.

Peggy's primary joy is her family; she loves spending time with them, especially playing with her grandchildren. In her free time, Peggy likes to garden, sew, bake and volunteer. 

Ebony works closely with the advisory team to ensure each Client interaction is well prepared for and thoughtfully managed. She brings a detailed and structured approach to organizing and presenting information.

Her role includes the processing and administrative coordination of insurance applications and support throughout the underwriting process.

Ebony contributes to a Client experience that is clear, consistent and well managed.

Outside of the office, Ebony is a busy mom to three very active boys and loves spending time with her husband and family. She is also an active volunteer in her children's schools and the community at large

Shawna supports Clients with the day-to-day administration of their wealth accounts, ensuring requests are handled accurately and without friction. She works closely with the advisory team to keep account activity running smoothly and timelines on track.

Her strength lies in consistency, follow-through and a strong sense of ownership over the details that underpin a good Client experience.

Outside the office, Shawna is enjoying her empty nest chapter with her cat, a cozy cup of tea and some well-earned quiet time.