Momentum Financial Services Inc.
Independent advisory firm in Georgetown whose website shows its registration.
- Website: momentumwealthgroup.com
- Phone: +1 905-873-9868
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Claim this profileServices shown
- Financial planning
- Portfolio management and investment advice
- Insurance
As shown on the firm's own website. Check the registration of each advisor with the securities regulator of the province before you commit.
In Georgetown
4 registered firms in Georgetown on Advisor Index. See them all, with the city in figures →
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- Disciplines shown17/20financial planning, investments, insurance · Firm website or network locator
- Registration shown on its own website10/10yes · Firm website
- Independent firm10/10yes · Advisor Index
- Team size0/10not published · Network locator
- Years in business (stated on its website)0/10not published · Firm website
- Professional designations shown on its website15/15CFP, CIM, CLU, CHS · Firm website (source sentence kept)
- Google reviews6/155 ★, 5 reviews · Google Maps listing
- Named by AI assistants0/10not published · Advisor Index AI barometer
What the firm states on its website
- Specialties : Retirement, Estate planning, Tax planning, Business owners, Insurance
- Professional designations : CFP, CIM, CLU, CHS
Read on the firm's website on 2026-10-20. Confirm with the firm and the official register.
Check this advisor
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Source: the firm's own website, checked 2026-10-19. Spotted an error? contact@advisor-index.com.