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.
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 the US. With Canada and Mexico mostly spared, the implications in North America and abroad are still filtering through markets, with expected continued volatility in trade relations and markets in the months ahead. At Momentum Wealth of Aligned Capital Partners, we often talk...
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 be kept safe and passed on to the next generation according to your wishes. Comprehensive financial planning, incorporating cash flow management, tax strategies, giving strategies and succession planning, is something that all high-net-worth families should include in their wealth preservation efforts. Here is...
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 for any business, providing continuity, sustained productivity and even tax benefits. However, it is possibly even more important for family businesses, where personal relationship dynamics are more likely to cause disruptions and conflict when business leaders decide to step down and allow other...
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 enough of a reward in its own right. However, charitable giving has more to offer to forward-thinking philanthropists. When strategized correctly, your giving can generate considerable tax benefits. For this reason, your financial planning should always include a carefully formulated giving strategy. Here...
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 the next. In this blog, we will break down what a trust is, how it works in estate planning, its tax advantages, and how to set up and manage one. Understanding the Basics: What is a Trust? A trust is essentially a legal...
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 to apply without the help of an experienced financial planning professional. This blog aims to summarize and demystify income splitting and reveal its benefits for you and your family. What is Income Splitting and How Does it Work in Canada? Income splitting is...
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, but there is another, equally important facet of financial planning that is sometimes overlooked: cash flow management. It may not be as interesting, for some, as devising investment strategies, but anybody looking to maintain their assets cannot afford to leave cash flow planning...
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 12.5%, with an average annual rate of 3.8%. By the start of 2024, prices had increased by 924.62%, meaning that an item costing $100 in 1960 now costs $1,024.62. As of September 2024, the year-over-year inflation rate stood at 1.64%, with specific increases...
