Skip to main content

Momentum Wealth Management

Working together to help you achieve what truly matters to you

MomentumWM_CMYK_WB_PRINT.jpg

At Momentum Wealth Management, we are committed to offering you:

    1. Investment analysis using math, not emotion or opinion.
    2. A clear and understandable buy and sell discipline.
    3. A comprehensive wealth assessment outlining a plan to achieve your financial goals; including wealth management topics such as retirement analysis, estate and trust planning strategies, tax efficiency, business succession, charitable giving, and legacy building. **
    4. Consistent and clear communication regarding your investment and wealth recommendations, including collaboration with your professional network.
    5. Added value with family account householding and fee-based investment solutions.
Most importantly, we will continue to uphold the highest client experience standards with each contact - your trust in us is our highest priority.

**In collaboration with a team of TD specialists, we can address the full spectrum of wealth management needs, including investment and insurance solutions, estate and retirement planning, trust services, and charitable giving strategies.

Composite Final _Smaller File_.jpg

Momentum Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Value Proposition Icon.jpg 
Discretionary.jpg 
Investment Management Fees.jpg 
CPP Supplement.png 
Efficient.jpg 
Stock Market Returns.jpg 
Bond Valuation.jpg

ADDITIONAL CONTACT

Toll Free: 1(866) 287-1360
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Achtung 2020

It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

Do you know someone who would benefit from our services?