Considering alternative investments for your portfolio? Not sure what alternatives are? We answer these questions and break down what exactly are alternatives and why they are such a powerful tool in portfolios.
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...
November 22, 2024
Written by Peter Sproule, CFP, CLU, CHS With the US General Election now behind...
September 10, 2024
High-net-worth individuals (HNWI), have different needs and expectations than most people when it comes to...
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
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.
— Liz Leckie
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(905) 873-9868
info@momentumwealthgroup.com
16 Mountainview Road South
Suite 301
Halton Hills
ON L7G 4K1
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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Momentum Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Momentum Wealth and covered by the CIPF. Financial planning and insurance services are provided through Momentum Financial Services Inc.. Momentum Financial Services Inc. is an independent company separate and distinct from ACPI/Momentum Wealth.