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Pillar 4 of the Foundation

Discretionary Investment Portfolio Management

Discretionary Investment Portfolio Management

Financial Planning

Financial Planning

Retirement Planning

Retirement Planning

Put Our Financial Expertise To Work For You

Does making decisions about investing seem stressful and overwhelming?

Are you struggling to know where to start?

Do you wonder what options are suitable for you?

Does your financial plan take a holistic approach to make sound investment decisions?

CPA Firm & Investment Firm Toronto, Barrie, Orangeville

Working In Your Best Interest

When it comes to your financial and investment planning, many entrepreneurs find themselves stuck at a certain point, unclear of the best direction to take. At Propel CPA, our chartered professional accountants in Toronto, Barrie and Orangeville take the time to get to know you and your tax, financial and retirement planning goals so that we are in a better position to help you break through that growth ceiling and get to the next level.

Securing Your Financial Future

Our financial advisors know you want a good return on your investments without having to spend more than you have to. That is why, with the help of our sister company, Investment Strategies Inc, we follow a proven process to make sure you are getting all the services you need and the growth you want.

Our Investment Strategies will:
  1. Remove Confusion And Uncertainty
  2. Be Tailored To Your Business
  3. Reduce Your Risks
  4. Build Your Wealth
  5. Achieve Your Financial Goals

Your Sustainable Success Matters To Us

Book A Consultation

Let’s Grow Your Wealth

Get To Know Each Other

Get To Know Each Other

We get to know the whole picture when it comes to your tax, financial, retirement and investment goals. Get to know your current position, understand where you want to be tomorrow and discover how we can help.

Build Your Portfolio Together

Build Your Portfolio Together

After our chartered professional accountants have clearly defined what"s important to you, we"ll work with you to create a portfolio based on your needs and implement an investment strategy to move you forward.

Manage Your Wealth, As It Grows

Manage Your Wealth, As It Grows

We believe in adding value to your portfolio. Our chartered professional accountants will manage your financial and retirement planning, while Investment strategies Inc builds and monitors your investment portfolio.

Schedule A Call

We Aren't Just Financial Advisors

We Are People Too

We understand you have personal, business, financial and lifestyle goals for your business because we have them too.

Your Guide To Success

Stop feeling overwhelmed by your business and instead begin on a proven path to building sustainable and scalable wealth for your business that will thrive long into the future.

Holistic Accountants

Once we develop a strategy to build and preserve your finances, you can live with confidence, knowing you have made sound investment decisions that are specifically tailored for your life.

Time To Get More Out Of Your Business

Invest in an accountant that helps you better understand your business. Demand premium services to achieve premium results.

The Propel Promise
  • No Hidden Costs. Our transparent Propel360™Solution packages means you know exactly what you are paying for.
  • Solutions. Not Sales. We offer a 100% satisfaction guarantee promise or your money back.
  • Personalized, Simple Advice. We take the time to know your personal, business, financial and lifestyle goals to better help you.
  • Results. Not Uncertainty. We will dramatically increase your profit in the next 24 months, or it’s free until we do
  • Flexible, Holistic Planning. Solid investment decisions can’t be made alone. Our focus is on growing and preserving your capital for you and your family.
  • Delivering Value. No Fluff. We promise to deliver more value than the price you pay.

Own Your Future, With Expert Advisors In Your Corner

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