Momentum Financial Services Inc.

11/04/2025

How much will you owe in taxes at death? You may be surprised - we help clients plan ahead and provide strategies for their families - check out the simple calculator :

Markets shift with the seasons: Fall brings reflection, rate cuts, and mixed signals across U.S., Canada, and global economies.

10/15/2025

Our firm Momentum Financial Services Inc. was proud to return as a sponsor for this year's fundraiser walk for the Georgetown Hospital Foundation. The community raised over $100,000 - well done Halton Hills! We had lots of fun, magnificent weather and some help from our little friends topped off the day.

09/24/2025

Our firm Momentum Financial Services Inc. is proud to once again sponsor this important community event in helping to raise funds for our local Georgetown Hospital Foundation. Hope to see you on Sunday Sep 28 - come say hello!

08/22/2025

Met Premier Doug Ford earlier today to highlight our work with the Ontario Electrical League on increasing financial literacy amongst apprentices. The most amazing part was seeing how many organizations, businesses, and individuals were there for the same reason: supporting our youth to ensure they are successful in launching their careers.

08/19/2025

Check out our latest update on financial markets and some tips on family cottages and estate planning. We hope you find the information helpful.

https://momentumwealthgroup.com/august-2025-newsletter/?fbclid=IwY2xjawMRwUBleHRuA2FlbQIxMQABHiKUXkM-CKyPd15fqm0Xe79wGnmy40qMOybyfN_mYr1XP0oO0OdwRAyWyJQp_aem_CQfO0w6zAAhjITh3gxlNaA

We hope you are enjoying summer and the recent reprieve from humidity.

08/06/2025

As a small business ourself, we are proud to be a sponsor of the upcoming Halton Hills Chamber of Commerce Discussion with the Hon. Peter Bethlenfalvy, Ontario Minister of Finance, on August 14 covering a range of economic topics. If you don't have your tickets - they are going fast!

On Thursday, August 14 at 1:30 PM, the Hon. Peter Bethlenfalvy will be joining us at Glencairn Golf Club for an in-person conversation about Ontario’s financial direction and the issues shaping our local economy.

✅ If you own a business, work in the financial space, or care about economic decisions impacting our region — this is the room to be in.

🎟️ Reserve your seat or table today before it sells out: https://business.haltonhillschamber.on.ca/ap/Events/Register/v5FNd2oTKCyCm
💡 $65 for individual tickets | $455 for a table of 8
🍽️ Light snacks and refreshments included.

This is a rare opportunity for Halton Hills — don’t miss it!

06/17/2025

Looking forward to meeting new people, seeing old friends and having fun! Join us!

We’re just 7 days away! ⛳️ Spots are limited and filling fast for this year’s Chamber Classic Golf Tournament— don’t wait to register!

✔️ 18-hole scramble with cart
✔️ On-course games, prizes, swag bags & snacks
✔️ Early dinner — home by 5:00 PM

Come spend the day with our local business community — whether you're golfing with clients, coworkers, or friends, it's a great way to connect and enjoy a relaxed day on the course.

Register Here: https://business.haltonhillschamber.on.ca/event-calendar/Details/2025-chamber-classic-golf-tournament-1333558?sourceTypeId=Website&fbclid=IwY2xjawK9BrlleHRuA2FlbQIxMABicmlkETExTlJnSEpJWGZzTU1aeEFBAR6Aeaw0qglm_MVOkF1jzsL_TjuMTF9pGXLOS0ZjruMNuJaZftEz6JoG7KkhhQ_aem_fu-vuuWniEKy1UdnVXghkw

06/10/2025

As a business owner, making the decision to let staff go is never easy. Whether due to economic shifts, restructuring, or unforeseen challenges, it’s a moment that weighs heavily on both sides.
One meaningful way you can continue to support your team—even beyond employment—is by helping them transition into personal health insurance coverage.
✅ Why it matters:
Losing a job often means losing health benefits too. By guiding your former employees toward reliable, affordable personal health insurance options, you help them stay protected during a vulnerable time.
✅ What you can do:
• Share resources about personal or individual health plans.
• Consider partnering with a broker or health plan provider who can offer your staff direct access to support.
• Show your people you care—not just as employees, but as individuals.
Your leadership doesn't stop when a role ends. It continues in how you treat your people on the way out.
If you're navigating workforce changes and want to provide healthcare guidance to your outgoing team, we're here to help.

05/27/2025

A great time of friendly networking with our fellow Halton Hills Chamber of Commerce Members at Acton Optical in their lovely newly renovated space, and celebrating Nancy and Nicole Walker who make a difference in the Acton community. My colleague Peter Sproule was honoured to serve as MC on behalf of the Chamber.

12/06/2024

Did you know that philanthropy comes in all shapes and sizes?

In this season of giving, we teamed up with Ahmed El-Halaby at the United Way Halton & Hamilton to explore the evolving landscape of charitable giving in Canada, highlighting innovative ways individuals and businesses are making an impact. From donor-advised funds to tax-efficient strategies, there are more opportunities than ever to give meaningfully and maximize your contribution.

Check out our latest article to learn how you can integrate philanthropy into your financial plan and make a difference.

Let’s continue building a culture of giving together. 🌱✨

https://momentumwealthgroup.com/philanthropy-in-canada/

Co-authored by Peter Sproule, CFP, CLU, CHS & Ahmed El-Halaby, Philanthropy Officer

11/22/2023