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?
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.
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.
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.
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.
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.
We understand you have personal, business, financial and lifestyle goals for your business because we have them too.
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.
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.
Invest in an accountant that helps you better understand your business. Demand premium services to achieve premium results.
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