About Momentum Wealth

Certified Financial Planner & Insurance Advisor, Momentum Financial Services Inc.

As a founding partner of Momentum Wealth, Peter Sproule brings deep expertise in helping business owners, professionals, and affluent families protect, grow, and transition their wealth. With designations in financial planning, portfolio management, and insurance, Peter is known for crafting forward-looking strategies that simplify complex financial challenges and create clarity for his clients.

Peter’s motivation is simple: he loves solving problems and helping people. Having grown up in a family business, he has a special respect for entrepreneurs — the people he views as the backbone of the economy. He understands the personal risk, sacrifice, and responsibility they carry, and is passionate about designing strategies that not only safeguard their success but also free them to focus on what matters most — their families, businesses, and legacies.

Peter has been invited to speak across Canada to audiences ranging from private companies to global Fortune 500 corporations on topics such as:

• Business succession and exit planning
• Advanced tax and estate strategies
• Strategic wealth management
• Planned giving and philanthropy

Active in his community, Peter currently serves as Chairperson of the Board and Chair of the Policy & Advocacy Committee of the Halton Hills Chamber of Commerce, where he works closely with business leaders and municipal government to strengthen the region’s economic future.

At home in Limehouse, Ontario, Peter enjoys life with his wife, Katie, and their three young children, Scotland, Harvey, and Heidi. Outside of work and community service, he can often be found enjoying a good single malt on the patio — usually after chasing the kids around the yard.

Financial Advisor & Certified Executor Advisor at Momentum Financial Services Inc.

Having owned a successful family-run manufacturing business for many years, Rosanna retired in her mid-40s with her husband, Paul. Eager to use her experience to help others, she enjoys assisting small business owners succeed, and work with Canadian families to build wealth. Rosanna’s invaluable experience solving challenges in her own business helps her understand a business owner’s unique situation and what can keep them up at night – anywhere from making payroll, to ensuring finances are tax-efficient, to growth plans, to retirement planning.

Rosanna understands first-hand the complexities of multi-generational wealth when working with clients, their parents and their adult children. Her own experience and knowledge guides clients in strategies that reduce taxes and risk to preserve their life’s work through succession planning and philanthropic giving. Rosanna’s proactive approach to managing client wealth and executing financial plans has helped the busy families and individuals we work with save time, maximize their assets, and prepare the next generation for the responsibilities of wealth.

Rosanna’s experience includes:

• Reducing risk and planning for succession via corporate organizational structure including shareholder agreements
• Reducing taxes and growing assets through corporate financial planning
• Protecting younger family members and wealth using family trusts
• Ensuring smooth, private, and tax-efficient intergenerational wealth transfers
• Having acted as executor – understands the nuances of wills, estates and family dynamics.

Rosanna lives in Georgetown, Ontario with her husband Paul and their rescue Golden Retriever, Minnie. She is involved in her church and enjoys spending time with her family. An avid reader, Rosanna can often be found poolside (or fireside) with the latest edition of the Economist.