Your Financial Security
How will leave my residual estate to the people i love with a minimum of taxation?
Life Insurance
Will i know when i will need life insurance the most?
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Every client is unique and every plan has to be unique

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.

Ask the team how, sent us a message

A Relationship That Goes Beyond Banking

How do I maximize the value of my business when I leave?

As a small business owner, how do I plan for my own and my employees’ needs?

What are the tax consequences of the succession plan?

How can I most effectively transition my business?

I need retirement income from my business.

How will I divide company shares and leadership responsibilities between my children?

I want to retain control over my business for some period after retirement.

What happens to the business if one partner is incapacitated?

What is a buy-sell agreement between business partners?

What if my partner gets a divorce and the settlement calls for the spouse to receive a portion of our joint business assets?

Aligning All Your Financial Matters

Retirement Planning

How will I build a retirement income that I and my spouse can't outlive?

Educational Planning

What are my options for funding for my kids post secondary education?

Estate Planning

How do I preserve what I have worked so hard for?

Helping you in every little helps

Tax Strategies

A little planning ahead can go a long way to keeping your taxes as low as possible. In order to plan ahead properly, you'll need to understand how your income will be taxed.
Dharna SPA

Wealth Management

Investing and making financial decisions in today’s sophisticated market requires time, patience and expertise. At Progressive Financial Strategy.

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