Wealth Management Articles
We offer exclusive educational events and seminars to build your understanding of wealth strategies. Our wealth management articles cover key topics, including economic trends, real estate, and updates on the global economy. Stay informed with quarterly reviews and in-depth discussions on critical market changes and equity markets. These insights are designed to help you make informed financial decisions.
Elevate your Financial Wisdom
Each year, Momentum presents world-class educational seminars focused on financial insights in Ontario. We believe in lifelong learning, hosting events on a broad range of financial issues tailored to resonate with clients and their families. As valued clients, you receive special invitations to attend exclusive annual events aligned with your interests. These experiences offer positive insights and valuable takeaways, ensuring ongoing growth and understanding.
September 1, 2025
A living trust is one of the most effective estate planning tools for high-net-worth Canadians who want to maintain control over their wealth, minimize family disputes, and protect their...
August 26, 2025
Donor-advised funds (DAFs) offer a flexible and tax-efficient way to give, and in hindsight, they can also lead to missed opportunities or unintended headaches if not approached with care....
August 22, 2025
A testamentary trust is a legal structure set up in your will that only takes effect after death. It can help Canadian families control how assets are distributed, especially...
August 8, 2025
Markets We hope you are enjoying summer and the recent reprieve from humidity. As of writing on August 1, 2025, we’re reviewing market conditions and positioning portfolios for what lies...
July 22, 2025
Donor-Advised Funds (DAFs) have become a go-to tool for Canadians looking to give with more structure, flexibility, and tax efficiency. And while they’re not new, their benefits are often underappreciated...
April 7, 2025
With U.S. President Trump’s proclaimed “Liberation Day”, many Canadians may be breathing a sigh of relief with the realization that we largely avoided tariffs on much of our exports to...
March 4, 2025
For high-net-worth individuals and families, the preservation and transfer of wealth is of paramount importance. Professional assistance with wealth management and financial planning is essential for ensuring that wealth can...
February 11, 2025
In recent years, numerous media stories - both in the news and in popular television series - have proven the importance of succession planning for businesses. Succession planning is important...
February 4, 2025
Philanthropy yields multiple rewards. When you give to your favourite charity, you do so in the knowledge that your contribution is going to a good cause - that may be...
January 20, 2025
Family trusts are an essential part of wealth management for high-net-worth individuals (HNWI), especially when it comes to protecting your family’s wealth and ensuring its intact transfer from one generation to...
January 13, 2025
Among the various tools that high-net-worth individuals (HNWIs) use to reduce their tax liabilities, income splitting is one of the most effective. However, it can be quite a complex concept...
January 6, 2025
Very often, when people talk about wealth creation and preservation, they tend to focus on wise investments and good portfolio management. These are certainly at the heart of wealth preservation,...
December 23, 2024
How important are investment strategies for successful wealth management? Extremely, say the experts. Did you know? Between 1960 and 2023, Canada’s inflation rate for consumer prices fluctuated between 0.2% and...
December 3, 2024
Co-authored by Peter Sproule, CFP, CLU, CHS & Ahmed El-Halaby, Philanthropy Officer While the word ‘philanthropy’ may make you think of $100 million pledges to hospitals and universities befitting...
