Wealth Management Testimonials
Explore why our clients trust and value our services. Their success stories with Momentum Wealth highlight our dedication to their financial journey.
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’s knowledge and expertise is 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 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 to 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. As investors, we personally invest our own assets in portfolios similar to those of many of our clients.
Insights & Education
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...
September 10, 2024
High-net-worth individuals (HNWI), have different needs and expectations than most people when it comes to their assets and the direction of their financial future. With numerous assets, companies to run, and properties to manage, they likely don't have time to handle the growing complexities of their finances. High-net-worth wealth management services take this burden off their shoulders, providing opportunities to protect and grow their fortunes and giving them space to focus on managing...
