At Progressive Financial Strategy our philosophy is that each client requires a financial portfolio to match their varied risk appetite and it takes an expert understanding of the financial markets to design a portfolio that achieves the clients' desired goals. What if my partner gets a divorce and the settlement calls for the spouse to receive a portion of our joint business assets?
Investing and making financial decisions in today's sophisticated market requires time, patience and expertise. Since we moved our entire portfolio with Harpal, we received excellent service and sound advice on what and how we should invest. Our portfolio is regularly reviewed to improve our return.
Investing and making financial decisions in today's sophisticated market requires time, patience and expertise. Since we moved our entire portfolio with Harpal, we received excellent service and sound advice on what and how we should invest. Our portfolio is regularly reviewed to improve our return.
Services
Strategic wealth management helps you to meet your financial goals and ensures you will feel confident about the future. As an independent and family-owned wealth management firm based in Canada, we provide you with unbiased financial advice that is tailored to fit both immediate and long-term needs.
What if my partner gets a divorce and the settlement calls for the spouse to receive a portion of our joint business assets?. Business Succession Planning is simply planning in advance for the transition of your business at the inevitable time of your retirement, disability or death, thereby protecting your investment for your heirs as well as the jobs of your loyal employees.
Investing and making financial decisions in today's sophisticated market requires time, patience and expertise. At Progressive Financial Strategy, we have the knowledge, expertise and a detached third-party perspective to help you design an investment strategy to meet your financial objectives. We keep in mind your investment goals, time horizons, risk tolerance and understand that your needs will change over time.
Canadians are living longer, healthier and more active lives. As a result, retirement has become a long-term proposition, and potentially a more expensive one. That makes an effective financial retirement strategy more important than ever. Building an adequate retirement income can be a daunting task.
You want to send your children to university or college to get a post-secondary education, in the career of their choice, to give them a strong start in their adult life. With the ever-increasing cost of education, it is important to save for your child or grandchild's post-secondary educational needs.
Reviews (3)
Rod Groetzinger
Jan 27, 2020
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Patrick Korthuis
Oct 04, 2018
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The people at PFS are GREAT. They have gone out of there way to make sure that I was taken care of in the purchase of a used machine. And when I had a problem with another piece of equipment that was in need of repair they came out right-away and repaired it and me out of a jam. From the sales rep to the service tech they were great.
I highly recommend them.
I highly recommend them.
Hollywood
Oct 12, 2017
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