Investment Advice - ACPI*
As an independent investment advisory firm, Momentum Wealth does not have quotas, proprietary products, or hidden fees. This ensures that our work and recommendations are always aligned with your family's interests, and we can focus on growing and preserving your wealth. We know that for us to be successful, we must first ensure our clients are successful.
Momentum Wealth's research-based investment approach accounts for the economic and market conditions, your comfort with volatility, and your growth needs to build a portfolio that is as unique as your family. We put our money where our mouth is - our money is invested in many of the same portfolios that our clients are invested in.
Our partnership with Aligned Capital Partners and National Bank's Independent Brokerage Network provides us the financial strength and compliance oversight of the largest financial institutions in Canada.Client Login
Momentum Financial Services Inc. and Momentum Wealth of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non-securities related business conducted by your Advisors as representatives of Momentum Financial Services Inc. is not in their capacity as agents of ACPI.
Momentum Wealth is an investments trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investor Protection Fund (ClPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided through ACPI, and include, but are not limited to, mutual funds, stocks, and bonds. Peter Sproule, is registered to provide securities to clients in Ontario. Rosanna Palmieri is registered to provide mutual funds to clients in Ontario.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Peter Sproule or Rosanna Palmieri.
Any advice which may be given in respect of non-securities services is given by your Advisors solely and no such advice is given in their capacity as agents of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by Momentum Financial Services Inc. or Momentum Wealth of Aligned Capital Partners Inc., its affiliates or any other person as to its accuracy, completeness or correctness. All content is as of the date of this publication and is subject to change without notice.
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