Investment Management
Leverage customized, diversified investment strategies aimed at maximizing your portfolio’s potential while aligning with your risk tolerance and financial objectives.
Our Investment Process
Investment management at Momentum Wealth is more than just asset allocation. It’s about creating a portfolio that reflects your personal risk tolerance, investment objectives, and time horizon. Our services include:
- Comprehensive portfolio analysis
- Customized investment strategy development
- Continuous monitoring and rebalancing
- Risk management to protect your investments
Step One
Our investment process begins with understanding your family’s financial objectives, desires, resources and constraints, gathered from our client discovery conversations.
Step TWO
With this information as our guide, we then conduct a risk assessment to determine your optimal asset allocation strategy.
Step THREE
After determining the appropriate asset allocation, we build an asset portfolio based on our ongoing research and analysis. Also, we overlay a tax strategy to ensure your portfolios will be managed as efficiently as possible at both the individual and household levels.
Step four
Our advisors run hypothetical models to stress-test your proposed portfolio before we recommend it to you.
Step five
With the final portfolio determined, we begin allocating capital into the various strategies and accounts.
Step six
We monitor and review your investments to ensure they meet agreed-upon objectives and the investment philosophy is consistent with the mandate. Going forward, we monitor any changes in circumstances that may have occurred within your family or in the economic environment to determine whether any corresponding adjustments to the portfolio are appropriate.
Momentum Wealth & Aligned Capital Partners
Momentum Wealth is partnered with Aligned Capital Partners to deliver the best client experience possible.
We provide advice independent of any sales organization or targets, and have compliance oversight, trade execution and monitoring, custodial, legal, deposit insurance and technological abilities rivalling major financial institutions.
Aligned Capital Partners is a federally regulated investment dealer that provides reporting, trading systems, compliance oversight and technology to Momentum Wealth. By partnering with Aligned Capital, our clients receive the same great quality service and strength they have come expect from Momentum Wealth, with the additional option of taking advantage of almost any investment option that’s available in Canada.
Founded in 1987 and headquartered in Burlington, Ontario. Aligned Capital Partners is one of the country’s fastest growing independent brokerage firms with over 250 advisory teams across Canada. The firm is built on a foundation of unmatched industry experience, innovation, and “out of the box” styled solutions designed to benefit the independent thinking, client-centric mindset of the successful professional advisor.
CI Investment Services Inc. (formerly BBS Securities Inc.) is a wholly owned subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is a diversified global asset and wealth management company with approximately $430.3 billion in assets (as at August 31, 2023). CI’s primary operating companies are CI Global Asset Management, CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth and Corient Private Wealth.
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
