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At Momentum Wealth Management, we are committed to offering you:
Investment analysis using math, not emotion or opinion.
A clear and understandable buy and sell discipline.
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. **
Consistent and clear communication regarding your investment and wealth recommendations, including collaboration with your professional network.
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.
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.
Raised in the Ottawa area John has been providing comprehensive wealth management and advice since 1991. He focuses on the individual/family client, and business owners with portfolio values in excess of $750 000. John uses a strict mathematical quantitative approach to select securities focusing on only buying and holding companies with positive earnings. Frequent contact from John allows the client to fully understand what they own and why we buy and sell. A strong personal relationship, a strict investment discipline and full understanding by the client are key to his many successful long-term client relationships.
When appropriate, clients can engage TD specialists in areas such as Private Banking, Financial Planning, Estate Planning, Business Succession, and our Executive Trust Officer.
In 2007 John was appointed the title of Vice President of TD Wealth Private Investment Advice. In 2016 John formed Momentum Wealth Management with fellow VP and Investment Advisor Gordon Srdoc. In 2017 John achieved President's Club* becoming one of the top 30 Advisors for TD Wealth Private Investment Advice in Canada.
A graduate of Carleton University, John spent 9 years in the Canadian Armed Forces as an Infantry soldier with the Cameron Highlanders of Ottawa. Having that background and training allows John to deal with the daily stress of the market in a calm and logical manner. In his spare time John can be found with his wife Susan and two sons Cameron and Colin at his cottage in the Upper Gatineau one hour North of Ottawa. He is an avid Outdoorsman, Hockey, and Tennis player.
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.
*President's Club is awarded to TD Wealth employees for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
Born and raised in Ottawa, Gord graduated from Carleton University in 1992. In that same year he started his career in financial services at TD Greenline Investor Services. In 1995 he became a Full-Service Investment Advisor at BMO Nesbitt Burns and in 2003 he was appointed a Vice-President of Bank of Montreal. Gord enjoys working with his clients to help achieve their individual financial goals and offers both non-discretionary and privately managed programs depending on the situation. Focus is always on high quality investments with positive momentum based criteria. Regular contact and a close relationship with all clients has been a hallmark of Gord's practice since the beginning.
In 2015 Gord decided what was best for his practice was to move to TD Wealth Private Investment Advice. In 2016 he joined John Bahen, VP and Investment Advisor, and formed Momentum Wealth Management within TD Wealth Private Investment Advice.
Gord has always been a sports enthusiast. He played football at Carleton, and continues to play hockey; however, he now takes greater pleasure in watching and coaching his two young sons who play hockey and soccer. Along with his wife Yolanda, he spends much of his spare time at an arena or field somewhere in Ottawa.
Gord also supports charitable organizations such as the Juvenile Diabetes Society, Alzheimer Society, and the Ottawa humane Society.
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.
To help ensure best-in-class service, Matthew has an unwavering commitment to building long-term trusting relationships with his clients. Matthew will implement his wealth management process by providing tailored investment advice and customized wealth management solutions to meet your needs as a high net worth individual.
Matthew will help preserve and grow your wealth through his investment offering which focuses on selecting high quality value investments with strong accounting fundamentals, as well as the implementation of tax efficient and globally diversified portfolios.
In order to properly align his clients' financial goals with their investment portfolio, Matthew believes in creating a customized wealth plan for each of his clients. These tailored plans focus on all areas of wealth management such as retirement analysis, tax efficiency, business succession, private corporations, trusts, charitable giving, estate planning, and legacy building.
Outside of the office, Matt loves spending time with his family. In his spare time, he is very active and enjoys various sports, particularly hockey, golf, and rock climbing.
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.
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.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
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