Momentum Financial Services Inc.

10/22/2026

More than half of Canadians don't have a will.

If you own a business, a home, or have people who depend on you — that's not an oversight. It's a real risk to the people you love.

Peter Sproule at Momentum Financial Services makes sure clients' estate plans — will included — actually match their life and their business.

Don't put this one off. The right time is always now.

10/20/2026

If you ARE the business — what happens to it if you can't be there?

For small business owners, key person insurance makes sure the company has the cash to get through a crisis — a disability, a serious illness, or worse — without taking the family down with it.

Peter Sproule at Momentum Financial Services helps owners build the protection that keeps the business standing and the family looked after.

Is your business protected if you're not in it?

10/15/2026

You've got insurance on the building and the trucks. What about on you?

If you couldn't work for a year, does the business keep going? Does payroll clear in month three?

It's not a fun question. It's a pretty important one though. Happy to talk it through.
momentumwealthgroup.com · 905 873 9868 · 61 Main St. South, Georgetown, ON

10/12/2026

Happy Thanksgiving from the Momentum Team!

While we spend most of our time talking about growing and protecting wealth, we sometimes miss saying the most important part - what it's all for, and Thanksgiving is a great reminder of that. For most entrepreneurs and successful people, building things - be it businesses, careers, a healthy family - are all part of the exciting challenge, and it's easy to get lost in the 'building' and to forget to stop and take inventory of life.

So, this Thanksgiving and always, we are grateful for all of our clients and the professionals that we get to work with, and our families who support us.

10/08/2026

Thinking about selling the business someday? The price you get and the money you keep are two different numbers, and the gap is mostly tax.

The frustrating part is that most of that tax can be reduced, but only if the planning starts a couple of years out. Not the month before.

If a sale is anywhere in your future, it's worth a conversation now. 905 873 9868.
momentumwealthgroup.com · 61 Main St. South, Georgetown, ON

10/06/2026

October is Life Insurance Awareness Month. 🍂

A good time to ask a simple question: do the people who count on you have the protection they'd actually need?

Not "some coverage." The right amount, the right type, set up the right way.

This month, Peter Sproule at Momentum Financial Services is offering complimentary life insurance reviews for families and business owners in Georgetown and Halton Hills.

It might be the most useful half-hour you spend this fall.



📞 Book a complimentary review — (905) 873-9868 | momentumwealthgroup.com

09/24/2026

If you and your spouse earn very different incomes — or one of you owns the business — income splitting can take a real bite out of your household tax bill.

From spousal RRSPs to dividend planning, there are legal, well-established ways to share the load.

Peter Sproule at Momentum Financial Services looks at income splitting in every couple's financial plan.

Are you using what's available to you?



📖 Read: Fall In Love With These Income Splitting Tips | momentumwealthgroup.com

09/14/2026

We are proud to be sponsoring this year's Walk or Run for the Georgetown Hospital Foundation!

There's still time to register your team to support local healthcare. Go to: https://georgetownhospitalfoundation.ca/walk-or-run-for-georgetown-hospital/

09/11/2026

Most business owners can tell you their revenue to the dollar.

Ask them what share of their personal net worth sits inside the company, and the answer is usually a pause.

It's worth working out, because the number tends to be higher than people expect - typically 70 - 90% — and it's the single figure that determines how much risk your family is actually carrying.

What you really need to know are two things: how much financial exposure you and your family have and how does your business equity translate into your personal finances at exit?

07/01/2026