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.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

Parents’ guide to the pandemic

It's going to be a long, weird summer. Here are some things you can do to make the best of it.

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?