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Our Team

Peter Koutroulakis

Peter Koutroulakis

CFP, CFA, CPA, CGA

Chief Collaborator and Leader

Peter’s passion is working with entrepreneurs in creating self-sustaining enterprises.  Being an entrepreneur himself, Peter understands the challenges and the excitement of growing your business, your team and yourself as part of the journey.  With many years of experience working with hundreds of entrepreneurs, Peter has developed the Propel360™ Solution.

Propel360™ Solution is a roadmap for entrepreneurs to collaborate in achieving a self-managing enterprise.  In short, it means working on the parts of your business that you love and having the free time necessary to recharge and being creative about your life and business.  That free time is critical to the business and the entrepreneur’s growth.

Another one of Peter’s passions is the use of technology in business to modernize processes and automate the repeatable to get the highest value from your team and information.  Of course, Peter has the depth of knowledge in tax, accounting, financial reporting, and investments as part of his overall experience in working with entrepreneurs.  Peter's focus is on Propel360™ Solution, the collaboration with entrepreneurs to transform their companies into self-managing enterprises.

Peter is a Licensed Public Accountant, Chartered Professional Accountant, Certified General Accountant, Chartered Financial Analyst, Certified Financial Planner, Chartered Investment Manager, and holds a Fellow from the Canadian Securities Institute.

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