Wealth Management Testimonials
See out why our clients trust and value our financial services. These wealth management testimonials highlight our dedication to tailored advice, tax planning, investment portfolios, and achieving short- and long-term financial goals.
Peter and Rosanna provide incredible service for all of my financial needs. They are professional, attentive and always a pleasure to do business with.
I highly recommend!
— Colleen Haykin
Peter Sproule is an asset to anyone looking to create a financial plan, or perhaps elevate an existing financial plan. Peter has a natural wealth of knowledge and “know-how” that is evident the moment you have your first conversation with him. Peter’s ability to creatively utilize products, for example: insurance policies, in his investment strategies is one of the things I like most about him.
Peter is able to explain complex concepts and terms in a way that is easy to understand, and he never makes you feel like you’ve missed a beat.
Not only is Peter awesome at his job, but he is a down-to-earth person who is easy to talk to and communicate with. I would highly recommend his services.
— Jennifer Wilowski
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
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 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
September 1, 2025
A living trust is one of the most effective estate planning tools for high-net-worth Canadians who want to maintain control over their wealth, minimize family disputes, and protect their...
August 26, 2025
Donor-advised funds (DAFs) offer a flexible and tax-efficient way to give, and in hindsight, they can also lead to missed opportunities or unintended headaches if not approached with care....
August 22, 2025
A testamentary trust is a legal structure set up in your will that only takes effect after death. It can help Canadian families control how assets are distributed, especially...
