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.
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...
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...
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...
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 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...
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, CHS Certified Financial Planner, Momentum Financial Services Inc. Over the past week, three regional US banks have failed due to liquidity crunches caused by the...
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, CHS Certified Financial Planner, Momentum Financial Services Inc. The end of the year can be an exciting time: getting together with family and friends...
November 2, 2022
Key global and regional trends in Q3, financial indicators to watch in Q4, and what the markets are telling investors in the year to come. ...
October 12, 2022
By Rosanna Palmieri, CEA Financial Advisor & Certified Executor Advisor, Momentum Financial Services Inc. Parents and grandparents are looking for strategies to accumulate wealth on a tax-deferred basis, and...
September 30, 2022
Considering alternative investments for your portfolio? Not sure what alternatives are? We answer these questions and break down what exactly are alternatives and why they are such a powerful tool...
August 31, 2022
Peter Sproule, CFP, CLU, CHS Certified Financial Planner, Momentum Financial Services Inc. One of the strategies that Canadians can use to split income and reduce their overall household taxes...
August 24, 2022
How to reduce household taxes, whether you should depreciate your rental property, and our best kept secret
