WATCH: Housing, Interest Rates, Middle-East Conflict on the Q3 2023 Market Update
October 31, 2023
Join the Momentum Financial Team as they discuss the housing market, interest rates and where they are headed, and what the latest conflict in the Middle-East may mean for investors in the months ahead on the Q3 2023 Market Update.
WATCH: AI, Commercial Real Estate and Q2 2023 Market Update
July 28, 2023
Join the Momentum Financial Team as they discuss AI and commercial real estate on the Q2 2023 Market Update.
WATCH: Why You Should Review Your Estate Plan: The L.I.F.E. Method
June 22, 2023
Most Canadians think estate planning is for the elderly, when in fact, adult Canadians should all have a plan when it comes to managing their assets and healthcare. As a financial planning firm, we have helped hundreds of families and individuals develop estate plans, working with their lawyers and accountants to make sure their wishes are fulfilled. Over the years, we've noticed that many people procrastinate on putting together a plan, and unfortunately, some people wait too long. We found the most common reason for this was that most Canadians simply don't know when they have a gap and when they need to reach out to a professional. So, we came up with a simple method to help quickly self-assess your estate plan or a family member's estate plan and determine if you need to speak with a professional. We call it the L.I.F.E. Method. In the webinar, we share the L.I.F.E. Method and provide some examples of how changing circumstances may be cause for an update.
Portfolio Reviews: 6 Reasons You Need a Second Opinion
May 12, 2023
Investing your hard-earned money can be a daunting task, especially when it comes to managing your investment portfolio. Even if you have a good understanding of the financial markets, you may still have doubts or questions about your investment strategy. This is where a second opinion can be invaluable. Seeking the advice of a financial professional can provide you with a fresh perspective and help you make more informed decisions about your investments.
8 Steps to Managing an Elderly Persons’ Finances
May 9, 2023
Whether it's due to cognitive decline, physical limitations, or other factors, helping an elderly person manage their money requires careful planning and attention to detail. We've outlined 8 steps you can take to start helping your aging parent or loved one manage their financial and healthcare needs.
WATCH: Q1 2023 Market Update
April 19, 2023
Key global and regional trends in Q1, financial indicators to watch in Q2 2023, and what to expect as inflation continues to decrease.
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