- Head Office: 5420 North Service Rd Suite 103, Burlington, ON, L7L 6W6
- GET IN TOUCH (289) 813-3378
Financial Planning and Management
Wealth Management
Bespoke Strategies For Managing
Your Wealth
Wealth management is a different journey for everyone. Everyone has different goals and needs in life. Whether that is expanding their business, raising a family, or future-planning; managing and growing your wealth is essential. However, it can be hard to get started and find out what route is best for you.
At Progress Group, through our wealth management subsidiary, we offer alternative wealth maximization opportunities, private lending services, real estate investment opportunities as well as mortgage offerings/solutions. We do this through our in-house team in partnership with our network of licensed professionals. Our core focus is to leverage our network of clients and expertise to give you access to wealth management opportunities to meet your needs and lifestyle. With our integrated Progress Group Tax Planning and Advisory Services, we help you get the most out of your wealth.
Globaly renowned & trusted
Professional Corporation Comprehensive Offerings Include:
Financial Advisory
We provide the full spectrum of financial advisory, management consulting and business strategy services to clients. We also support businesses with fund raising and loan applications from financial institutions.
Business Accelerator Program (Progress Zone)
Our accelerator program is largely targeted at existing businesses who need to increase their traction and gain more market share. We also support individuals who are in the process of starting their business.
Private Lending Opportunities
Given the pool of business owners and individual clients served by the group, we broker deals linking fund owners with fund seekers. This has proven beneficial to business owners as we seek to eliminate the barriers they will normally face with the traditional financial institutions. For fund owners, it’s also a plus, as they receive stable recurring returns with decent yields.
Real Estate
Progress Group offers access to real estate investment opportunities We also support our clients in their sales and purchase plan through our partner real estate brokers / agents network. We partner with a brokerage which has over 100 brokers, thereby increasing the access we have to the market for listed deals, as well as unlisted deals.
Mortgage Services
Our mortgages offerings are led by an experienced principal mortgage broker, and we specialize in residential, commercial and construction financing. With access to a vast array of lending institutions such as major banks, credit unions, trust companies, and private funds, we help you to obtain the best mortgage rates and terms for your needs. Uniquely, we offer cross-border mortgage loans in Canada and United States.
Progress Group Wealth Management Inc. offers exclusive access to curated wealth maximization opportunities which can deliver very decent yields. We leverage our group’s tax advisory service offering to guide clients on how best to make the most of alternative investment opportunities. Our access to these opportunities has been enhanced by the large number of business and personal clients, whom we have served satisfactorily.
Our Network
Progress Group Wealth Management leverages its network to give client’s access to excellent mortgage solutions, as well as alternative investment opportunities, which are not always open to the public. We aim to provide long-term real estate solutions by leveraging substantial data and market intelligence to execute on all elements of an investment's lifespan and improve investment outcomes.
Senior Manager, Wealth Manager
Temitayo Akanni
Temitayo Akanni is the Senior Manager, Advisory & Wealth Management Services. He has a Bachelor of Science and a master’s degree in Business Administration. With over 14 years business and finance experience spanning various sectors from Consulting, Financial Services, Energy and Retail. He leads the Consulting, Private Lending and Funds Management functions of Progress Group Wealth Management. He is also co-ordinates Progress Group Inc. corporate strategy.
Security Financial
Solutions
Upto 25% Asests
