Insurance Planning in Ontario | Momentum Financial
Safeguard your family’s future with strategic insurance planning, ensuring your family is covered against unexpected financial events and providing peace of mind for what matters most.
Our Personalized Insurance Planning Approach
Our thoughtful, strategic approach to meeting your family’s lifestyle goals and addressing your current financial situation helps us ensure you’re on track to achieve your goals through retirement and beyond.
Insurance coverage is a critical component of a comprehensive financial plan. It provides protection against unforeseen events that could impact your financial well-being.
As financial planners, we also think of insurance strategies outside of risk management and have successfully used family insurance plans to reduce current and future taxation, transfer wealth privately, and fulfill philanthropic goals.
Our insurance planning services focus on:
- Evaluating Your Current And Future Insurance Needs We assess your current insurance, identify gaps, and consider future needs to ensure your coverage adapts to you.
- Recommending Insurance Solutions That Fit Your Lifestyle And Goals We offer insurance products tailored to your lifestyle, financial goals, and priorities. Whether you need life, disability, or health insurance, we provide options that fit your present and future needs.
- Ensuring You And Your Loved Ones Are Adequately Protected Our goal is to give you peace of mind by ensuring comprehensive protection for you and your loved ones. With us, you can confidently face the future, knowing you have a safety net in place.
WHY Momentum Wealth?
Our Philosophy at
Momentum Wealth
We believe in investing for the long term and building portfolios tailored to the long-term wealth goals of each of our clients. Our research-focused approach to wealth management and insurance services takes into account both the controllable and uncontrollable events that are likely to occur in life. The result is a well-diversified, bespoke portfolio of time-tested strategies that are closely aligned with your current and future cash flow projections as well as your growth needs.
As independent investment advisors, we have a fiduciary responsibility to explore all investment options on your behalf, including those typically only accessible to financial institutions and ultra-high-net-worth families. As investors, we personally invest our own assets in portfolios similar to those of many of our clients.
Insights & Education in Insurance Planning
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...
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
