Estate Planning in Ontario
Efficiently manage the transfer of your assets with expert estate planning. We navigate wills, trusts, and taxes to ensure your legacy is protected and passed on as intended.
Specifically, our estate planning services include:
- Will and trust planning
- Estate and gift tax strategy
- Beneficiary designations
- Charitable giving strategies
The Benefits of Personalized Estate Planning Services
Personalized estate planning services are designed to meet your unique financial goals. Whether you’re setting up a charitable giving strategy, selecting a trustee, or managing registered accounts, a tailored plan helps reduce estate costs and offset potential tax liabilities. Our financial services also ensure your assets are distributed according to your wishes while taking care of the needs of your beneficiaries.
Our customized services are designed to align with your financial objectives. Whether you are developing a philanthropic giving strategy, appointing a trustee, or managing registered accounts, a personalized plan can significantly reduce estate expenses and mitigate potential tax burdens. Additionally, our financial services ensure that your assets are distributed according to your directives, while addressing the financial needs of your beneficiaries.
With Momentum Wealth’s expertise in estate management, you can secure your financial legacy and ensure your family’s prosperity.
What is Estate Planning?
Estate planning is a strategic process that involves organizing the distribution of your assets upon your passing, ensuring that your financial affairs are managed in accordance with your intentions. This comprehensive approach includes drafting a will, designating beneficiaries, and establishing trusts to optimize tax liabilities and expedite the probate process. In Canada, collaborating with an experienced estate planner is essential to navigate intricate legal instruments such as powers of attorney and succession planning, guaranteeing a seamless and efficient transfer of your estate.
WHY Momentum Wealth?
Our Philosophy at
Momentum Wealth
At Momentum Wealth, we specialize in long-term investment strategies, crafting portfolios that align with the distinct financial aspirations of each client. Our approach to estate management for high-net-worth individuals emphasizes a personalized, research-driven methodology, accounting for both anticipated and unforeseen life events. This results in a tailored, diversified portfolio designed to support your present and future financial requirements.
As independent advisors, we uphold a fiduciary duty to explore every investment opportunity, including those typically accessible only to financial institutions and affluent families. Furthermore, we invest our assets in portfolios akin to those we design for our clients, demonstrating our unwavering commitment to our estate planning strategies.
Insights & Education in Estate Planning
April 7, 2025
With U.S. President Trump’s proclaimed “Liberation Day”, many Canadians may be breathing a sigh of relief with the realization that we largely avoided tariffs on much of our exports to the US. With Canada and Mexico mostly spared, the implications in North America and abroad are still filtering through markets, with expected continued volatility in trade relations and markets in the months ahead. At Momentum Wealth of Aligned Capital Partners, we often talk...
March 4, 2025
For high-net-worth individuals and families, the preservation and transfer of wealth is of paramount importance. Professional assistance with wealth management and financial planning is essential for ensuring that wealth can be kept safe and passed on to the next generation according to your wishes. Comprehensive financial planning, incorporating cash flow management, tax strategies, giving strategies and succession planning, is something that all high-net-worth families should include in their wealth preservation efforts. Here is...
What Our Clients Have To Say
Peter and Rosanna provide incredible service for all of my financial needs. They are professional, attentive and always pleasure to do business with.
I highly recommend!— Colleen Haykin
Peter and his team are great to deal with. The level of professionalism and knowledge that they share between them shows how a company is valued and they operate. From investment advice to life insurance, I would highly recommend Momentum Financial for all your financial needs.
— Chris Cambouris
