Momentum Wealth Management

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.

For more information about our team, visit Momentum Wealth Management.

"Your best interests are my top priority."

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.



For more information about our team, visit Momentum Wealth Management.