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.
November 22, 2024
Written by Peter Sproule, CFP, CLU, CHS With the US General Election now behind us with what has turned into a sweep for the Republican Party and the President-Elect,...
November 18, 2024
Are real estate investments a wise and productive addition to a portfolio? It has certainly always been a very popular investment choice and it has numerous benefits. Let’s consider the...
November 11, 2024
Fintech is now a reality in almost everybody’s lives, from experts in the finance industry to your average bank client. What effect has this technology had on investment management? Fintech...
November 4, 2024
High-net-worth individuals (HNWI) are often talented at creating wealth, but the art of wealth preservation doesn’t always come as naturally. As you build up your wealth, you also need to...
October 21, 2024
Can you meet your financial needs while also staying true to your moral values? There is a common, rather cynical belief that money matters are inherently detached from ethical considerations,...
October 14, 2024
Tax planning is an indispensable part of your investment strategy. You cannot avoid paying taxes, but what you can do is use every legal measure at your disposal to reduce...
October 7, 2024
One of the variables that you should always look out for as you manage your investments is the interest rate. It isn’t the only factor you need to consider, but...
September 10, 2024
Successfully handling the complexities of high-net-worth wealth management requires a personalized and thorough approach. High-net-worth individuals (HNWIs) face unique challenges due to their substantial assets, intricate financial landscapes, and diverse...
August 26, 2024
Investment managers use a few different tools to balance and optimize your portfolio. This may help protect it against possible losses and potentially maximise your gains. One of the most important ways is...
August 19, 2024
A lot of people think of insurance as a grudge purchase - a waste of money, but the truth is you need it to protect your assets against all types...
August 13, 2024
You have worked hard to acquire your assets, and naturally, you want to ensure they are distributed according to your wishes. This is where the importance of estate planning...
August 12, 2024
By Peter Sproule, CFP, CLU, CHS, Investment Advisor and Rosanna Palmieri, CEA, Investment Advisor Key Details Election Year: 2024 is the year of elections, with 8 of the 10 most...
July 29, 2024
By Peter Sproule, CFP, CLU, CHS Certified Financial Planner, Momentum Financial Services Inc. Owning a cottage can be a cherished family tradition, but it also comes with unique challenges...
July 29, 2024
By Peter Sproule, CFP, CLU, CHS Certified Financial Planner, Momentum Financial Services Inc. The Federal Budget 2024 introduces several significant measures impacting professionals and business owners across various...
July 9, 2024
For high-net-worth individuals, tax planning is essential. We all know paying taxes is unavoidable, but it is still possible to strategically manage your taxation to minimize your liability as...
