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Propel Financial Advisors
Propel Financial Life Management is a boutique financial planning and investment advisory company located in Northwest Calgary. It utilizes an independent...
Overview
Propel Financial Life Management is a boutique financial planning and investment advisory company located in Northwest Calgary. It utilizes an independent brokerage model provided by iA Private Wealth Inc. The firm strives to make complex financial decisions easier for Canadians and their families, with the motto "Let's Keep it Simple". Investment management services are centered around comprehensive and ongoing financial management and financial planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Calgary
Principals
Susan J. Vincent
principal advisor and registered Investment Advisor with IA Private Wealth
Susan Brown
Investment Advisor, IA Private Wealth | Propel Financial Life Management
Frequently asked questions
What asset classes does Propel Financial Advisors focus on?
The primary allocation spans four categories: publicly traded dividend-paying equities, private credit and direct lending, income-producing real estate in secondary US markets, and select real assets. The office avoids venture capital and early-stage technology, concentrating instead on cash-flowing assets that align with a tax-aware, preservation-oriented mandate.
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