Planning with Purpose

Imagine a place in Milton and Halton Hills where those who are dying receive compassionate end of life care.Our VisionA community where every individual has access to a dignified and caring end of life journey.Our MissionTo provide access to palliative care for residents of Milton and Halton Hills, serving the needs of terminally ill people and their families. To provide individualized care based on trust, integrity and personal choice offering physical, social, emotional and spiritual support in a comfortable and compassionate environment.

Townsend Smith Foundation

Learn how to protect your loved ones, organize your estate, and create a legacy that reflects your values.

14015 Danby Rd

Peter Sproule from Momentum Financial Services Inc. will lead an informative discussion covering topics such as estate organization, gifts of securities, life insurance, wills, and tax-efficient planning strategies. This session is designed to help you understand your options and make informed decisions about the future—no matter what stage of life you are in. This session will help you:<ul><li>Understand how to plan and manage your assets effectively</li><li>Learn strategies to minimize taxes and simplify estate transitions</li><li>Gain confidence in protecting your family’s financial well-being</li><li>Ask your questions directly to a professional in a friendly, approachable setting</li></ul> Whether you are beginning to think about your estate plans or reviewing existing arrangements, this free community workshop will provide clear, practical information to help you move forward with confidence.The Townsend Smith Foundation will also be providing an update on the residential hospice project at the end of the seminar prior to a Q&amp;A session. (if time allows) *Light snacks and refreshments will be provided.

Peter Sproule, CFP, CIM, CLU, CHS is a Certified Financial Planner and founding partner of Momentum Financial Services, an independent financial planning and wealth management firm here in Georgetown that helps business owners, professionals, and families protect, grow, and transition their wealth. With expertise in financial planning, portfolio management, and insurance, Peter focuses on simplifying complex financial decisions and creating clear, practical strategies for lasting financial security. Having grown up in a family business, Peter understands the challenges and responsibilities that come with success — and the desire to take care of family and community along the way. His approach blends thoughtful planning with real-world experience, helping clients support their loved ones and causes they care about without compromising their own retirement. Peter is a sought-after speaker on topics including wealth management, tax and estate strategies, and planned giving. He also serves as Chair of the Halton Hills Chamber of Commerce and is a supporter of several local non-profits. At home in Limehouse, Ontario, Peter enjoys time with his wife Katie and their three young children — Scotland, Harvey, and Heidi.

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Planning with Purpose

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Planning with Purpose

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