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’s knowledge and expertise are evident from the minute you sit down with him and his ability to provide comprehensive, holistic planning sets him apart from others in his field.
Peter’s focus on small business owners and helping family businesses manage their life’s work in combination with personal goals makes him an invaluable team member to a family business owners panel of professionals.
I highly recommend Peter if you’re looking for a holistic financial planner who can help with both business and personal planning in combination with insurance strategies.
— Liz Leckie
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
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...
February 11, 2025
In recent years, numerous media stories - both in the news and in popular television series - have proven the importance of succession planning for businesses. Succession planning is important for any business, providing continuity, sustained productivity and even tax benefits. However, it is possibly even more important for family businesses, where personal relationship dynamics are more likely to cause disruptions and conflict when business leaders decide to step down and allow other...
February 4, 2025
Philanthropy yields multiple rewards. When you give to your favourite charity, you do so in the knowledge that your contribution is going to a good cause - that may be enough of a reward in its own right. However, charitable giving has more to offer to forward-thinking philanthropists. When strategized correctly, your giving can generate considerable tax benefits. For this reason, your financial planning should always include a carefully formulated giving strategy. Here...
