About Momentum Wealth

Momentum is a boutique wealth management and financial planning firm. We have the expertise, knowledge, and experience to assess your family’s needs and the skills to structure investment, tax and estate planning strategies tailored to meet your financial objectives.

Why Momentum Wealth?

About Us - - Secure Your Family's Future with Personalized Wealth Management

Objective Expertise

Our team is well versed in all facets of financial planning. We develop and deploy custom action plans uniquely suited to your needs, to ensure they will accomplish your wealth accumulation and legacy goals.

By providing our independent advice on tax, investment and risk management, and estate planning, Momentum gives our clients peace of mind knowing there’s a plan in place to manage all of life’s challenges.

About Us - - Secure Your Family's Future with Personalized Wealth Management

Exceptional Service

Exceptional client experience is the hallmark of our wealth management and estate planning practice. First and foremost, we believe that when you’re well-informed and feel confident about the value of our financial advice, you can focus on life’s other important matters, such as devoting more time to family, career, business pursuits, community and philanthropy.

By taking advantage of our extensive network of industry specialists and professionals, you can access specialized professionals with expertise in the legal, accounting, financing and liability insurance fields to address your personal and business needs.

About Us - - Secure Your Family's Future with Personalized Wealth Management

Alternative Investment Strategies

At Momentum Wealth of Aligned Capital Partners, we are able to offer additional investment opportunities with sophisticated custom portfolios for each of our clients. Working with our partners, we’re able to make use of select public and private investment vehicles that are tailored to your specialized investment objectives, liquidity needs and risk profile.

This dedicated approach to asset allocation and portfolio management is typically only accessible to leading financial institutions and the wealthiest families.

The Momentum Team

Our team has the expertise, knowledge and experience to understand your family’s needs and the skills to structure investment, offered through Momentum Financial Services Inc., tax and estate planning strategies to meet your financial goals. We can devise and implement action plans that will help you meet your wealth accumulation objectives and give you peace of mind knowing there’s a plan in place to take care of all of life’s challenges.

Through our services offered through Aligned Capital Partners, We believe in investing for the long term and building portfolios tailored to the long-term wealth goals of each of our clients. Our research-focused approach to investment management takes into account both the controllable and uncontrollable events that are likely to occur in life. The result is a well-diversified, bespoke portfolio of time-tested strategies that are closely aligned to your current and future cash flow projections as well as your growth needs.

As independent investment advisors, we have a fiduciary responsibility to explore all investment options on your behalf, including those typically only accessible to financial institutions and ultra-high-net worth families As investors, we personally invest our own assets in portfolios similar to those of many of our clients.

About Us - - Secure Your Family's Future with Personalized Wealth Management
About Us - - Secure Your Family's Future with Personalized Wealth Management

Peter Sproule CFP, CLU, CHS

INVESTMENT ADVISOR AT MOMENTUM WEALTH OF ALIGNED CAPITAL PARTNERS

OWNER, INSURANCE BROKER AND CFP OF MOMENTUM FINANCIAL SERVICES INC.

As a founding partner and Certified Financial Planner, Peter’s strength lies in analysing and developing strategies that will enable individuals and businesses reach their financial goals. Growing up in a family business, Peter understands the financial challenges small business owners and professionals typically face and the importance of forming long-lasting professional relationships built on trust and excellent personal service.

Peter has spoken on numerous financial topics across Canada, for both small companies and some of the largest Fortune 500 Companies. He has extensive experience in:

  • Succession, retirement, and tax & estate planning
  • Wealth management
  • Planned giving and philanthropy

Peter lives with his wife, Katie, and their two children, Scotland and Harvey, in Limehouse, Ontario. He has served in various volunteer positions in his community, and currently as the Treasurer of the Board and Chair of the Policy & Advocacy Committee of the Halton Hills Chamber of Commerce. In his spare time, Peter enjoys spending time with his young family and the occasional single malt on the patio.

About Us - - Secure Your Family's Future with Personalized Wealth Management
About Us - - Secure Your Family's Future with Personalized Wealth Management
About Us - - Secure Your Family's Future with Personalized Wealth Management
About Us - - Secure Your Family's Future with Personalized Wealth Management

Rosanna Palmieri

Financial Advisor at Momentum Wealth of Aligned Capital Partners

Advisor at Momentum Financial Services Inc.

Having owned two successful family businesses, Rosanna’s invaluable experience helps business owners plan their overall business strategy, from investments to an owner’s personal wealth plan.

Rosanna also understands multi-generational families, from elderly parents to grandchildren. She can assist families in understanding and clarifying their financial goals and creating an overall wealth management strategy to secure comfortable future for themselves and future generations.

Rosanna’s experience includes:

  • Corporate Organizational Structure including Shareholder Agreements
  • Corporate Financial Management
  • Family Trusts
  • Growing family wealth
  • Intergenerational Wealth Transfer Strategies

Rosanna lives in Halton Hills, Ontario with her husband Paul and their two rescue Golden Retrievers, Minnie and Verra. She is involved in her Church and enjoys spending time with her four grown children and grandchildren.

WHY Momentum Wealth?

Our Philosophy at
Momentum Wealth

We believe in investing for the long term and building portfolios tailored to the long-term wealth goals of each of our clients. Our research-focused approach to wealth management takes into account both the controllable and uncontrollable events that are likely to occur in life. The result is a well-diversified, bespoke portfolio of time-tested strategies that are closely aligned to your current and future cash flow projections as well as your growth needs.

As independent investment advisors, we have a fiduciary responsibility to explore all investment options on your behalf, including those typically only accessible to financial institutions and the ultra-high-net worth families. As investors, we personally invest our own assets in portfolios similar to those of many of our clients.

Insights & Education

What Our Clients Have To Say

  • Peter and Rosanna provide incredible service for all of my financial needs. They are professional, attentive and always pleasure to do business with.
    I highly recommend!

    — Colleen Haykin

  • Peter and his team are great to deal with. The level of professionalism and knowledge that they share between them shows how a company is valued and they operate. From investment advice to life insurance, I would highly recommend Momentum Financial for all your financial needs.

    — Chris Cambouris

  • Peter’s focus on small business owners and helping family businesses manage their life’s work in combination with personal goals makes him an invaluable team member to a family business owners panel of professionals.

    — Liz Leckie