Pillar 4 of the Foundation

 

Portfolio

Discretionary Investment Portfolio Management

Financial Planning

Financial Planning

Retirement

Retirement Planning

 

 

The advice you need, in one place

BeachAt Propel CPA, we see the whole picture. We take a holistic approach when it comes to your finances and your investments. This means we take a step back and look at your personal, business, financial and lifestyle goals to ensure we’re on the same page.

Solid investment decisions can’t be made alone. You need to enlist the help of a qualified and experienced advisor, someone who understands where you’re at and what you plan for the future. Our focus is growing and preserving your capital for you and your family.

Taking the time to get to know you and your goals first mean we’re in a better position to help you. Financial and retirement planning are largely related to tax planning and as accountants, we are best suited to provide you with that advice.  We take care of the tax, financial, and retirement planning and our sister company Investment Strategies Inc takes care of managing your investment portfolio.  The portfolio services can be included in your overall pricing structure that includes your total needs provided by Propel CPA.

Expert advisors in your corner

StarsThe team at our sister company Investment Strategies Inc manages your investments, reduces your risks and builds your wealth. Investment Strategies Inc is licensed by the Ontario Securities Commission as Portfolio Managers and Exempt Market Dealers.

There’s no need to go to different organizations with limited or no communication between them. The Propel360 Solution eliminates much of the silo approach entrepreneurs are faced and that too many time results in less than optimal planning and results.

Talk to Propel CPA to find out how we help with putting the pieced of the puzzle together and having one Team working together in a holistic approach to meet your goals.

Get started with Investment Strategies

 

 

 

Contact Us

Toronto
150 King Street West, Suite 227, Toronto, ON, M5H 3T9
Barrie
204 Dunlop Street West, Barrie, ON, L4N 1B3
Orangeville
PO Box 130 Orangeville, Orangeville, ON L9W 2Z5