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.
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 the benefactor’s name on the side of a building, philanthropy comes in all shapes and sizes. At Momentum Financial Services Inc., we often discuss the benefits of charitable giving with clients, not only from a philanthropic perspective but also for the financial advantages...
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, Donald Trump, there is a lot of anticipation for the start of the next term on January 20, 2025. For investors, this period can be confusing, as talking heads guess at what policies and changes may or may not happen, and when. As...
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 basics of real estate, and see why it may be a good idea to include it in your investment strategy. Why Invest in Real Estate? Real estate can be an excellent investment for the right investor. If you choose properties carefully, you can...
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 in investment management is an essential tool with many benefits, but it also comes with several challenges. What Is Financial Technology (Fintech)? The term ‘fintech’ is used to describe technology that is used to deliver financial services, from consumer banking apps to high-level...
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 use some carefully crafted wealth preservation strategies to help you keep what you have built, make it grow, and protect it against the unpredictable demands of life and the markets. Let’s take a look at some of the strategies you can put in...
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, but this is simply not true. You can build a responsible portfolio, stay true to your conscience and enjoy good returns, through ethical investing strategies. This blog will take you through the fundamentals of ethical investing and its benefits, and explain how you...
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 your tax liability. Wealth advisors use a variety of tax-efficient investment strategies to help their clients maximize their net returns. As Robert Kiyosaki once said, “It’s not what you make, it’s what you keep.” Here, we will look at four of the most...
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 it is an important one. We will begin by explaining what interest rates are, and then explore their impact on investments. What Is an Interest Rate? In the simplest terms, an interest rate is the cost of borrowing money, or the return of...
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 holdings. This wealth management guide explores how working with a wealth management firm can help address these complexities, providing peace of mind and aligning financial strategies with both short-term and long-term goals. Wealth managers and financial advisors play a pivotal role in helping...
