Financial Planners Barrie

At Propel CPA, we help entrepreneurial business owners make smart decisions. We know you have more important things to do than worry about accounting, tax and investments, so we handle it all for you. Our experienced advisors work with clients right across Ontario, but we love to serve our local Barrie community.

Financial Planners Barrie

Are you looking for a qualified, experienced financial planner in the Barrie, Ontario area? Look no further than the team at Propel CPA. Our goal is to make life easier for entrepreneurs. Our financial planners can help you invest your money wisely, manage your cashflow, create a solid savings plan and reduce your debt. We always use plain and simple English to ensure you know what you need to do to build your dream lifestyle. We ensure your money is working for you as hard as you work for it with an eye on preserving your capital.

How we work – Financial Planners Barrie

At Propel CPA, we see the whole picture. We take a holistic approach as part of our Propel360 Solution when it comes to your finances and your investments. This means we take the time to study your personal, business, financial and lifestyle goals before we begin any work or offer any advice. This approach makes sure we’re all on the same page and you get the greatest benefit from our financial planners as possible. With the resources of Accountants, Financial Planners, Tax Specialist and Investment advisors in one place you are ensured that the whole picture is assessed in determining the best path forward.

Financial Planners Barrie – Contact Us

(P) 705-722-5519

(F) 705-722-7840

(T-F) 866-422-9646

Financial Planners Barrie – Find Us

Questions? Let’s Talk

Contact Us

Toronto
150 King Street West, Suite 227, Toronto, ON, M5H 3T9
Barrie
204 Dunlop Street West, Barrie, ON, L4N 1B3
Orangeville
PO Box 130 Orangeville, Orangeville, ON L9W 2Z5