A World Of Expertise
A Personal Approach
There is no one-size-fits-all solution in our book. Your wealth, your life, and your goals are unique, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Whether you’re looking to protect and grow your assets for future generations, succeed in your business ventures, or prepare for the unexpected, Propel Wealth Management is here to guide you every step of the way to keep you on track toward a meaningful and purpose-driven financial future.
Intelligent Advising
Intelligent Advising – Good investment advice and fund management is surprisingly hard to find. We focus our energy on the principles of investing, and investment strategies that are known to achieve success in the long term. Intelligent investing is not about the latest fad or short-run trend. We are not day traders. Intuition and ‘gut feel’ have no place in a sophisticated wealth management process.
A World Of Expertise
A Personal Approach
There is no one-size-fits-all solution in our book. Your wealth, your life, and your goals are unique, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Whether you’re looking to protect and grow your assets for future generations, succeed in your business ventures, or prepare for the unexpected, Propel Wealth Management is here to guide you every step of the way to keep you on track toward a meaningful and purpose-driven financial future.
Intelligent Advising
Intelligent Advising – Good investment advice and fund management is surprisingly hard to find. We focus our energy on the principles of investing, and investment strategies that are known to achieve success in the long term. Intelligent investing is not about the latest fad or short-run trend. We are not day traders. Intuition and ‘gut feel’ have no place in a sophisticated wealth management process.
Building Your
Financial Confidence
Wealth management is the most advanced form of financial planning services — it includes comprehensive investment management alongside financial advice, tax guidance, estate planning, legal assistance, and handling complex financial issues on behalf of clients.
While you may not need wealth management now, your financial-planning needs are likely to change over time. Eventually, you might face big-picture money questions, and many online brokerages or robo-advisors don’t offer the types of experts you need to answer them. At that point, it may be time to look into wealth management.
We Listen,
You Prosper
Let our modern solutions and deeper understanding of what’s important to you turn your challenges into opportunities.
The friendly, efficient, and knowledgeable staff at Propel Wealth Management have been an invaluable help, providing me with the info needed to complete a number of property purchases as well as other financial advice. They have gone out of their way to get back to me with information needed, provided sound advice, and respond to requests promptly and efficiently. Thank you for all your help in the past and I will continue to put my business your way in the future as well as recommend your services.
Joanna Prestley
Almir has proved to be an invaluable resource for all aspects of our financial planning. He has taken the trouble to get to know us and our needs properly before suggesting a plan of action. He speaks in plain English and genuinely seems to relish the task of restructuring our finances to improve our quality of life. He goes the extra mile to find a solution to the knottiest of problems. I would recommend him without reservation.
Bradley Smith
Having searched the industry for several years for a discretionary fund manager to compliment the investment service we offer to our clients, we are delighted to have finally found a perfect match. Propel Wealth Management manages assets in a different way from their competitors and they are constantly striving for new, well-researched areas to find extra edge for their clients. This is unlike most wealth managers who insist on continuing with old fashioned methods despite the ever-changing environment within which we live.
Collin Leblanc
WEALTH PLANNING
Defining your life goals and developing a personalized wealth strategy.
TRUST & ESTATE
Create an enduring legacy that passes on your values as well as your assets.
CARE & DISABILITY
Helping you plan for an uncertain future.
INVESTMENT ADVICE
Thought leadership to help navigate you through the most challenging market cycles.