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Momenta Financial Strategies Ltd. Sun Life Advisors

Closed 8:00 AM - 4:30 PM See Hours
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Momenta Financial Strategies Ltd. is a trusted financial advisor located in Edmonton, serving professionals, business owners, and families across Alberta for over 20 years. Our team specializes in thoughtful financial design, ensuring our clients receive well-prepared advice rooted in experience and careful judgement.

We understand the intricacies of personal and corporate finances, tax considerations, and how they intertwine. Our approach emphasizes collaborative decision-making, aligning with your existing advisors to create a coordinated financial strategy tailored to your unique needs. At Momenta, we believe that financial abundance is achievable through deliberate planning and long-term relationships built on trust.
Our Services
At Momenta Financial Strategies Ltd., we offer an array of services designed to simplify your financial planning process.

✔️ Comprehensive financial planning services
✔️ Life insurance products for protecting your loved ones
✔️ Strategic investment planning tailored to your goals
✔️ Tax and estate planning support
✔️ Business succession planning advice

Let us help you navigate your financial journey with expertise and clarity.
Why Choose Us?
Choosing Momenta Financial Strategies Ltd. means opting for a confident, structured approach to managing your financial future.

✔️ Senior, highly experienced advisory team
✔️ Depth of expertise across tax, estate planning, and investment strategy
✔️ Relationship-driven focus prioritizing long-term client connections
✔️ Integration with existing legal and accounting advisors
✔️ Comprehensive understanding of complex financial scenarios

Reach out today to start building a prosperous future with our dedicated team!
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Location & Hours:
14101 West Block Dr NW Suite 209
Edmonton, AB T5N 1L5
  • Mon: 8:00 AM - 4:30 PM
  • Tue: 8:00 AM - 4:30 PM
  • Wed: 8:00 AM - 4:30 PM Closed
  • Thu: 8:00 AM - 4:30 PM
  • Fri: 8:00 AM - 2:30 PM
  • Sat: Closed
  • Sun: Closed