Insights & Education
Discover exclusive educational events and seminars designed to enhance your financial understanding and growth, curated specially for our valued clients.
Elevate your Financial Wisdom
Each year, Momentum showcases a number of world-class educational presentations and seminar events. We believe strongly in the concept of lifelong learning and are proud to host these events on a wide variety of topics and financial issues that will resonate with our clients and their families. As valued clients of the firm, our team is pleased to extend special invitations to you as our honoured guests to events closely related to your interests at different times in the course of the year.
November 2, 2022
Key global and regional trends in Q3, financial indicators to watch in Q4, and what the markets are telling investors in the year to come.
October 12, 2022
Parents and grandparents are looking for strategies to accumulate wealth on a tax-deferred basis, and then transfer it without tax consequence to their child or grandchild as a gift to use throughout their lifetime. With one of the most complex and rigorous tax regimes in the world, Canadians have limited options for achieving tax-efficient wealth transfer. The Challenge When my husband and I were planning our retirement from our manufacturing business several years...
September 30, 2022
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.
August 31, 2022
One of the strategies that Canadians can use to split income and reduce their overall household taxes is a prescribed rate interest loan, which can be made to a spouse or a family trust. While most Canadians would agree that we each need to pay our fair share in taxes, a study released last year by the Fraser Institute showed that the top 20% of Canadian earners earned 44.1% of income in...
August 24, 2022
How to reduce household taxes, whether you should depreciate your rental property, and our best kept secret
August 11, 2022
We review key economic regions and capital markets, the data that we continue to monitor for portfolio guidance, and perspective on market outlook.
