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WHY CHOOSE US?

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HONEST.

EFFICIENT.

Different.

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WE ARE FAMILY

Owned & Operated

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WE FOCUS ON

Communication & Transparency.

We know that entrepreneurial families have unique opportunities and unique challenges. That’s how we built the business.

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We remind you to put life first.

Life is short. Let’s make the most of every day. We help you figure out what you need and want from the business for your family.

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We provide an accountability system.

Entrepreneurs often put off planning their personal finances. We have created processes to help you reflect on these things regularly. We let you know when we will be meeting and what we will be discussing.

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We help shoulder the burden.

You are busy but you don’t have to do this alone. We help you track your financial information, facilitate discussions with family members and work with your other professional advisors to ensure the advice you are getting is comprehensive.

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We Build on your Strengths.

We consider it a joint effort between us and your entire family. A strong family builds a strong business; not the other way around. We help you bring people together and increase communication around the business. This strengthens the business, increases your personal success and increases continuity of the entire system.

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We make it easy.

We have created a unique service offering for entrepreneurs and their families. The Entrepreneurs Planning ModelTM (EPM) is designed to cover four key areas of planning we believe are most important for your short and long term personal and financial success. We offer services in each of these four quadrants through our two companies. See the link to Propel Insurance and Advisory for more services.

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MEET SUSAN!

Susan is an Investment Advisor at Propel Financial Life Management and has over 25 years in the financial services industry. She is a licensed Investment Advisor  at Propel Financial Life Management , IA Private Wealth. She holds five professional designations.

Susan J. Vincent CLU™ FEA™ CFP™ CIM™ RRC™

Investment Advisor, Propel Financial Life Management  Ç€ iA Private Wealth Inc.

Insurance Advisor, Propel Insurance and Advisory Inc.

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With over 25 years in the business and five professional designations, you can trust us to get it right.

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CHECK OUT OUR BLOG

To find out more about the Entrepreneur's Planning Model (EPM) click the button below.

READ IT TODAY

Contact Us Today!

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iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Propel Financial Life Management is a personal trade name of Susan J. Brown. Insurance services are provided through IA Private Wealth Insurance. Propel Insurance and Advisory Inc. is a private company unrelated to IA Private Wealth. iA Private Wealth Inc. and its related and affiliated companies have no liability for Propel Insurance and Advisory Inc.


Opinions expressed in this website are those of the investment advisor and do not necessarily reflect those of IA Private Wealth.

All models are property of Susan J. Brown and cannot be redistributed or copied.

© 2021 Propel Financial Life Management. Created by Graceland Creative.

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