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EVERYONE DESERVES FINANCIAL FREEDOM

Extensive financial guidance is at the core of our service, as we provide comprehensive reviews for all aspects of your portfolio, from retirement planning, to tax optimization and wealth management. Your financial journey begins here, because at the end of the day, we understand the creation of wealth should alleviate stress, not create more of it.

Start a conversation about your goals, your legacy, and your future.

At Prop Advisory Group, we take the time to understand your life, your family, and your long-term goals so we can create wealth strategies tailored to your ambitions.

We combine the personalized experience of a boutique advisory team with the strength, stability, and resources of
one of Canada’s most trusted financial institutions, CIBC. Our clients benefit from relationship-focused advice, supported by global research, broad investment capabilities, and access to specialized expertise.

By working with a limited number of clients, we are able to offer a more attentive, collaborative, and customized experience. This approach is ideal for high-net-worth individuals, families, and business owners who value thoughtful advice and long-term planning.

We provide guidance across family office services, intergenerational wealth transfer, estate planning, wealth planning, and investment management.

Start a conversation about your goals, your legacy, and your future.