# Propel Financial Advisors

Propel Financial Advisors is a RIA based in Calgary, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Calgary, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** propelfin.com
- **LinkedIn:** https://www.linkedin.com/company/propel-financial-advisors

## Regulatory record

- **CRD number:** 299279
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299279

## About

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.

## People

- Susan J. Vincent — principal advisor and registered Investment Advisor with IA Private Wealth
- Susan Brown — Investment Advisor, IA Private Wealth | Propel Financial Life Management

## 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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Last updated: 2026-08-11T15:07:49.000Z

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