PROTECT. PROSPER. PROPEL.

You work hard for your money. Is your money working hard for you?

We help you identify your financial goals, explore your options and put your plans into action. Because a goal without a plan is just a wish and, when it comes to money, wishful thinking won’t cut it.

Propelr Financial Mortgages

MORTGAGES

Buying a home is a big deal.
We get that.

We uncover the mortgage strategies that work best for you and your financial goals. We help you borrow wisely.

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Propelr Financial Insurance

INSURANCE

Sometimes stuff happens.
We make sure that you’re protected.

We explore the insurance options that work best for you and your family. We ensure that you’re properly covered – for today and tomorrow.

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Propelr Financial Investments

INVESTMENTS

You deserve more from your money.
Are your investments smart?

We guide you in building wealth, whether you’ve got $1,000 or $1,000,000, propelling your short-term and long-term financial goals.

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PROPELLING YOUR FINANCIAL GOALS

GIVE US THE BASICS.
Build a free financial plan in 5 minutes

LET'S GET STARTED ON YOUR PLAN