Investment Management in Ontario
Leverage personalized investment management for high-net-worth individuals in Ontario. Let’s make the most of your portfolio with tailored investment and wealth management strategies that match your risk tolerance and financial objectives.
Our Personalized Investment Management Process
Investment management at Momentum Wealth is more than just asset allocation. It’s about creating a portfolio that reflects your personal risk tolerance, investment objectives, and time horizon. Our services focus on catering to your unique financial needs by developing personalized investment management strategies and incorporating alternative investment management options. Our services include:
- Comprehensive portfolio analysis
- Customized investment strategy development
- Continuous monitoring and rebalancing
- Risk management to protect your investments
- Use of alternative investments such as private real estate, private credit, private equity, and royalty pools.
Step One
Our investment process begins with understanding your family’s financial objectives, desires, resources and constraints, gathered from our client discovery conversations.
Step TWO
With this information as our guide, we then conduct a risk assessment to determine your optimal asset allocation strategy.
Step THREE
After determining the appropriate asset allocation, we build an asset portfolio based on our ongoing research and analysis. Also, we overlay a tax strategy to ensure your portfolios will be managed as efficiently as possible at both the individual and household levels.
Step four
Our advisors run hypothetical models to stress-test your proposed portfolio before we recommend it to you.
Step five
With the final portfolio determined, we begin allocating capital into the various strategies and accounts.
Step six
We monitor and review your investments to ensure they meet agreed-upon objectives and the investment philosophy is consistent with the mandate. Going forward, we monitor any changes in circumstances that may have occurred within your family or in the economic environment to determine whether any corresponding adjustments to the portfolio are appropriate.
Momentum Wealth & Aligned Capital Partners
Momentum Wealth is partnered with Aligned Capital Partners 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 expect from Momentum Wealth, with the additional option of taking advantage of almost any investment option 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.
CI Investment Services Inc. (formerly BBS Securities Inc.) is a wholly-owned subsidiary of CI Financial Corp. CI Financial (TSX: CIX) a diversified global asset and wealth management company with approximately $430.3 billion in assets (as of August 31, 2023). CI’s primary operating companies are CI Global Asset Management, CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth and Corient Private Wealth.
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 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 the ultra-high-net-worth families. We specialize in personalized and alternative investment management, ensuring effective services by investing in portfolios similar to those of our clients.
Insights & Education in Investment Management
April 7, 2025
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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
