Wealth Management Articles
Discover exclusive educational events and seminars designed to enhance your financial understanding and growth, curated specially for our valued clients.
Elevate your Financial Wisdom
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.
October 31, 2023
Join the Momentum Financial Team as they discuss the housing market, interest rates and where they are headed, and what the latest conflict in the Middle-East may mean for investors in the months ahead on the Q3 2023 Market Update.
July 28, 2023
Join the Momentum Financial Team as they discuss AI and commercial real estate on the Q2 2023 Market Update.
June 22, 2023
Most Canadians think estate planning is for the elderly, when in fact, adult Canadians should all have a plan when it comes to managing their assets and healthcare. As a financial planning firm, we have helped hundreds of families and individuals develop estate plans, working with their lawyers and accountants to make sure their wishes are fulfilled. Over the years, we've noticed that many people procrastinate on putting together a plan, and unfortunately,...
May 12, 2023
Investing your hard-earned money can be a daunting task, especially when it comes to managing your investment portfolio. Even if you have a good understanding of the financial markets, you may still have doubts or questions about your investment strategy. This is where a second opinion can be invaluable.
May 9, 2023
By Peter Sproule, CFP, CLU, CHS Certified Financial Planner, Momentum Financial Services Inc. As our loved ones age, it's common for them to need some assistance with managing their finances. Whether it's due to cognitive decline, physical limitations, or other factors, helping an elderly person manage their money requires careful planning and attention to detail. Here are some key things to consider when managing an elderly person's finances: Establish legal authority: To manage...
April 19, 2023
Key global and regional trends in Q1, financial indicators to watch in Q2 2023, and what to expect as inflation continues to decrease.
March 17, 2023
Peter Sproule, CFP, CLU, CHSCertified Financial Planner, Momentum Financial Services Inc.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. What Happened? In 2018, the Trump administration increased the asset threshold...
February 14, 2023
Key global and regional trends in Q4, financial indicators to watch in Q1 2023, and what the markets are telling investors in the year to come.
November 25, 2022
By Peter Sproule, CFP, CLU, CHSCertified Financial Planner, Momentum Financial Services Inc.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...
