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.

Commentary on Silicon Valley Bank, Silvergate Capital Corp, and Signature Bank

March 17, 2023

Over the past week, three regional US banks have failed due to liquidity crunches caused by the US Federal Reserves’ significant rate hikes over the last 12 months as well as asset-liability mismatches within these particular banks. We’ve outlined the circumstances that each bank is in that led to this failure.

'Tis the Season for A Financial Review

November 25, 2022

The end of the year can be an exciting time: getting together with family and friends for some holiday cheer, maybe a vacation, and goal setting and planning for the year ahead. Often, this means looking at our financials over the past year to determine where exactly you want to go from here. We’ve put together a check list to help you get started.