Insights & Education

Each year, Momentum showcases a number of world-class educational presentations and seminar events. We believe strongly in the concept of lifelong learning and are proud to host these events on a wide variety of topics and financial issues that will resonate with our clients and their families. As valued clients of the firm, our team is pleased to extend special invitations to you as our honoured guests to events closely related to your interests at different times in the course of the year.

WATCH: Housing, Interest Rates, Middle-East Conflict on the Q3 2023 Market Update

October 31, 2023

Join the Momentum Financial Team as they discuss the housing market, interest rates and where they are headed, and what the latest conflict in the Middle-East may mean for investors in the months ahead on the Q3 2023 Market Update.

WATCH: Why You Should Review Your Estate Plan: The L.I.F.E. Method

June 22, 2023

Most Canadians think estate planning is for the elderly, when in fact, adult Canadians should all have a plan when it comes to managing their assets and healthcare. As a financial planning firm, we have helped hundreds of families and individuals develop estate plans, working with their lawyers and accountants to make sure their wishes are fulfilled. Over the years, we've noticed that many people procrastinate on putting together a plan, and unfortunately, some people wait too long. We found the most common reason for this was that most Canadians simply don't know when they have a gap and when they need to reach out to a professional. So, we came up with a simple method to help quickly self-assess your estate plan or a family member's estate plan and determine if you need to speak with a professional. We call it the L.I.F.E. Method. In the webinar, we share the L.I.F.E. Method and provide some examples of how changing circumstances may be cause for an update.