PAT SZTURM, B.Sc....

September 18, 2020

ERIC INSPEKTOR, FO...

September 18, 2020

Laura Fitzsimons,...

September 17, 2020

TANIA KVAKIC, CFP...

September 17, 2020

RAE EVANS, CFP® CE...

September 16, 2020

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February 21, 2020

                                                         DAVID SWEENEY

David Sweeney (Dave) started his Financial Planning practice in 1994 after living through the untimely deaths of both parents, his dad in a car accident and his mom, from a health issue, shortly thereafter. ”Neither of my parents planned to die young. I was 24 and the oldest of 6 kids that lived in town, when they passed. Even with 13 years of public education, I had no clue about what to do next. I did not even know how to correctly fi...

May 2, 2019

                                                              JOSEPH ALFIE

Tony Robbins, American author, entrepreneur, philanthropist and life coach once said, “Success is buried on the other side of rejection.” As a teenaged cold caller, Joseph Alfie learned a thing or two about both. “When I look back I have to laugh, because the office where I worked looked just like the boiler room in the movie, “The Pursuit of Happyness.”

By the time he graduated from the prestigious John Molson School of Busine...

March 5, 2019

                            SUSAN BROWN, FEA, CFP®, RRC®, CIM®

Propel Financial Life Management and Propel Insurance and Advisory Inc. were both founded by Susan J.Brown. These companies provide specialized advisory services for entrepreneurs and family owned businesses.

“We are a family-owned boutique business working with entrepreneurs and other family-owned businesses. This directly relevant experience gives us insight into the interpersonal dynamics and the unique challenges faced by this client group.

Our goal is to provide a framework that families can use to fost...

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