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Momentum Wealth Management

Working together to help you achieve what truly matters to you

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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.

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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.

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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.

High risk equals higher returns? Think again.

When it comes to investing, you don't necessarily have to take on more risk to get better returns. Jean Masson, lead, quantitative research and development in low-volatility equity funds at TD Asset Management weighs in.

Selling your business: Is an earn-out right for you?

Selling a small business usually involves an earn-out — a deal that links the sale price to future benchmarks the business has to hit. Georgia Swan, a Tax and Estate Planner with TD Wealth, explains what a seller needs to know and what pitfalls to avoid.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

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.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from our services?