MOMENTUM - Key Persons
As a founding partner and Certified Financial Planner, Peter's strength lies in analysing and developing strategies that will enable individuals and businesses reach their financial goals. Growing up in a family business, Peter understands the financial challenges small business owners and professionals typically face and the importance of forming long-lasting professional relationships built on trust and excellent personal service.
Peter has spoken on numerous financial topics across Canada, for both small companies and some of the largest Fortune 500 Companies.
Peter has spoken on numerous financial topics across Canada, for both small companies and some of the largest Fortune 500 Companies. He has extensive experience in:
Succession, retirement, and tax & estate planning
Wealth management
Planned giving and philanthropy
Peter lives with his wife, Katie, in Halton Hills, Ontario. He has served in various volunteer positions in his community and in his spare time enjoys restoring their century-home, walking their rescued dog, Nina, and the occasional single malt on the back deck.
Having owned two successful family businesses, Rosanna's invaluable experience helps business owners plan their overall business strategy, from investments to an owner's personal wealth plan.