Financial Planning

Read and watch the latest on financial planning strategies, news and case studies from Momentum’s team of experts.

October 2025 Newsletter

ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING, INVESTING, MARKET UPDATES

October 2025 Newsletter

By Godo Leapdigital|2025-12-03T15:01:05+00:00October 8, 2025|ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING, INVESTING, MARKET UPDATES|

Living Trust: What High-Net-Worth Canadians Must Know

ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING

Living Trust: What High-Net-Worth Canadians Must Know

By Godo Leapdigital|2026-02-12T19:25:56+00:00September 1, 2025|ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING|

5 Common Donor-Advised Fund Mistakes

ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING, PHILANTHROPY

5 Common Donor-Advised Fund Mistakes

By Godo Leapdigital|2026-02-12T19:23:50+00:00August 26, 2025|ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING, PHILANTHROPY|

Testamentary Trust: What Canadian Families Should Know

ALL TOPICS, FINANCIAL PLANNING

Testamentary Trust: What Canadian Families Should Know

By Godo Leapdigital|2026-02-19T10:37:52+00:00August 22, 2025|ALL TOPICS, FINANCIAL PLANNING|

August 2025 Newsletter

ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING, INVESTING, MARKET UPDATES

August 2025 Newsletter

By Peter Sproule|2026-02-19T10:51:13+00:00August 8, 2025|ALL TOPICS, ESTATE PLANNING, FINANCIAL PLANNING, INVESTING, MARKET UPDATES|

Creating a Financial Plan for High Net-Worth Families

By Peter Sproule|2026-02-19T10:39:44+00:00March 4, 2025|FINANCIAL PLANNING|

Understanding Cash Flow Management for Wealth Preservation

By Godo Leapdigital|2026-03-18T08:48:08+00:00January 6, 2025|FINANCIAL PLANNING|

Wealth Preservation Strategies: Safeguard Your Financial Future

By Peter Sproule|2025-05-21T11:59:21+00:00November 4, 2024|FINANCIAL PLANNING|

Protecting Your Wealth with Permanent Insurance Planning

By Peter Sproule|2025-05-13T08:49:29+00:00August 19, 2024|FINANCIAL PLANNING|

WATCH: Why You Should Review Your Estate Plan: The L.I.F.E. Method

ALL TOPICS, FINANCIAL PLANNING

WATCH: Why You Should Review Your Estate Plan: The L.I.F.E. Method

By Godo Leapdigital|2024-10-28T11:39:22+00:00June 22, 2023|ALL TOPICS, FINANCIAL PLANNING|

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WATCH: Why You Should Review Your Estate Plan: The L.I.F.E. Method - Financial Planning - Secure Your Family's Future with Personalized Wealth Management

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Momentum Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Momentum Wealth and are covered by the CIPF. Financial planning and insurance services are provided through Momentum Financial Services Inc. Momentum Financial Services Inc. is an independent company separate and distinct from ACPI/Momentum Wealth.