Insights & Education

Each year, Momentum showcases a number of world-class educational presentations and seminar events. We believe strongly in the concept of lifelong learning and are proud to host these events on a wide variety of topics and financial issues that will resonate with our clients and their families. As valued clients of the firm, our team is pleased to extend special invitations to you as our honoured guests to events closely related to your interests at different times in the course of the year.

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.