About Momentum Wealth and Business Owners in Ontario
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.
About Momentum Wealth and Business Owners in Ontario
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?
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.
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.
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.
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.
Investment Advisor at Momentum Wealth of Aligned Capital Partners
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 Halton Hills, 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.
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
August 26, 2024
Investment managers use a few different tools to balance and optimize your portfolio. This helps protect it against possible losses and also to maximize your gains. One of the most important things to do is include at least a few alternative investments. Alternative investments are financial assets that you would not find in your usual selection of investment instruments like stocks and bonds. They could include venture capital, hedge funds, managed futures, art...
August 19, 2024
A lot of people think of insurance as a grudge purchase - a waste of money, but the truth is you need it to protect your assets against all types of risks. It is there to help you protect your wealth. If you are a business owner or a high-net-worth individual, insurance can be invested in to augment your estate, act as collateral, and help you be more tax-efficient. If you choose your...
August 13, 2024
You have worked hard to acquire what you have. Naturally, you want to ensure that your assets can pass to your heirs as you see fit, and this is why you need to understand the importance of estate planning. High-net-worth estate planning may not be something you want to talk about, but it is a necessary step in ensuring that your estate will be wound up according to your wishes. A carefully...
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
