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.

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.