Financial Planning
Craft your financial future with tailored advice that aligns with your life’s ambitions, from retirement planning to wealth accumulation, ensuring a comprehensive approach.
Our Financial Planning Approach
Our thoughtful, strategic approach to meeting your family’s lifestyle goals and addressing your current financial situation helps us to ensure you’re on track to achieve your goals through retirement and beyond.
Our investment process begins with a conversation about your retirement, lifestyle and legacy goals. After we gather this information and analyze your current situation, we can develop forecasts to understand potential outcomes. From there, we create strategies to reduce risk exposure, grow your wealth and ensure that your retirement and your family’s financial future is secure. We analyze and update your plan regularly to ensure your portfolio stays on track to realize its investment objectives.
Specifically, our investment advisors will:
- Analyze the sustainability of your wealth through retirement and beyond
- Assess your net worth and cash flow needs, now and in the future
- Understand the projected value of your estate
- In the case of business owners, be aware of their corporate structures and succession goals
- Explore strategies for transferring wealth efficiently according to your wishes
- Appreciate your risk exposure and identify mitigation strategies to protect you and your family
- Identify strategies to minimize taxes
- Identify opportunities to optimize your investment strategy
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
October 31, 2023
Join the Momentum Financial Team as they discuss the housing market, interest rates and where they are headed, and what the latest conflict in the Middle-East may mean for investors in the months ahead on the Q3 2023 Market Update.
July 28, 2023
Join the Momentum Financial Team as they discuss AI and commercial real estate on the Q2 2023 Market Update.
June 22, 2023
Most Canadians think estate planning is for the elderly, when in fact, adult Canadians should all have a plan when it comes to managing their assets and healthcare. As a financial planning firm, we have helped hundreds of families and individuals develop estate plans, working with their lawyers and accountants to make sure their wishes are fulfilled. Over the years, we've noticed that many people procrastinate on putting together a plan, and unfortunately,...
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
