Our team has the expertise, knowledge and experience to understand your family's needs and the skills to structure investment, tax and estate planning strategies to meet your financial goals. We can devise and implement action plans that will help you meet your wealth accumulation objectives and give you peace of mind knowing there's a plan in place to take care of all of life's challenges.
Peter Sproule, Investment Advisor | CFP, CLU, CHS
As a founding partner and Certified Financial Planner, Peter's strength lies in analysing and developing strategies that will enable individuals and businesses reach their financial goals. Growing up in a family business, Peter understands the financial challenges small business owners and professionals typically face and the importance of forming long-lasting professional relationships built on trust and excellent personal service.
Peter has spoken on numerous financial topics across Canada, for both small companies and some of the largest Fortune 500 Companies. He has extensive experience in:
- Succession, retirement, and tax & estate planning
- Wealth management
- Planned giving and philanthropy
Peter lives with his wife, Katie, in Halton Hills, Ontario. He has served in various volunteer positions in his community and in his spare time enjoys restoring their century-home, walking their rescued dog, Nina, and the occasional single malt on the back deck.
Rosanna Palmieri, Associate Advisor
Having owned two successful family businesses, Rosanna's invaluable experience helps business owners plan their overall business strategy, from investments to an owner's personal wealth plan.
Rosanna also understands multi-generational families, from elderly parents to grandchildren. She can assist families in understanding and clarifying their financial goals and creating an overall wealth management strategy to secure comfortable future for themselves and future generations.
Rosanna's experience includes:
- Corporate Organizational Structure including Shareholder Agreements
- Corporate Financial Management
- Family Trusts
- Growing family wealth
- Intergenerational Wealth Transfer Strategies
Rosanna lives in Halton Hills, Ontario with her husband Paul and their two rescue Golden Retrievers, Minnie and Verra. She is involved in her Church and enjoys spending time with her four grown children and grandchildren.
Momentum Wealth & Aligned Capital Partners & National Bank
Momentum Wealth is partnered with Aligned Capital Partners and National Bank to deliver the best client experience possible.
We provide advice independent of any sales organization or targets, and have compliance oversight, trade execution and monitoring, custodial, legal, deposit insurance and technological abilities rivalling major financial institutions.
Aligned Capital Partners is a federally regulated investment dealer that provides reporting, trading systems, compliance oversight and technology to Momentum Wealth. By partnering with Aligned Capital, our clients receive the same great quality service and strength they have come expect from Momentum Wealth, with the additional option of taking advantage of almost any investment option that’s available in Canada.
Founded in 1987 and headquartered in Burlington, Ontario. Aligned Capital Partners is one of the country’s fastest growing independent brokerage firms with over 250 advisory teams across Canada. The firm is built on a foundation of unmatched industry experience, innovation, and "out of the box" styled solutions designed to benefit the independent thinking, client-centric mindset of the successful professional advisor.
National Bank’s Independent Network holds the assets of Momentum Wealth’s clients. It provides industry-leading administration on their investment accounts, real-time reporting and economies of scale that the largest financial institutions in Canada receive. Eligible assets are insured under the Canadian Deposit Insurance Corporation.
National Bank is the largest provider of custody (i.e. holding assets and reporting), trade execution and brokerage services for independent firms in Canada, holding over $200 billion in assets as of 2021.
It all begins with a conversation.
Get in touch with us to schedule your complimentary consultation today.Learn more