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Our service offering to Momentum financial advisers

At Momentum, we take service delivery seriously. As one of our financial advisers, you can always trust us to give you access to the best business support, which includes:

  • General Manager
  • Regional Manager
  • Legal Adviser
  • Compliance Officer
  • Business Development Manager - (product)
  • Broker Consultant - (Practice Consultant)
  • Service Relationship Manager - (per province)
  • Business Retention Call Centre
  • Marketing Support
  • Compliance costs paid - by Momentum
  • Financial planning tool - with client FNA and recommendations as well as proposal-generating features
  • Operating under Momentum's FSP licence
  • Transparent and mutually beneficial contract
  • Ongoing training and accreditation
  • Online system with communication and marketing tools