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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.

Canadian households: Managing financial health in challenging times

Highly leveraged Canadian households are facing very uncertain and challenging times as a result of the COVID-19 crisis. Anthony Okolie speaks with Ksenia Bushmeneva, Economist, TD Bank, about the impact the pandemic is having on household savings, debt and consumer spending.

Should I take my CPP at age 60?

Is it smart to take Canada Pension Plan as early as you can, or wait until you're 65 or even 70? Kim Parlee talks to Georgia Swan, a tax and estate planner with TD Wealth about what's right for you.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

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?