Wealth
management

Bespoke strategies for managing your wealth

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.

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.

We offer 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.

 

OPPORTUNITIES

Progress Group Wealth Management supports clients in 3 main areas:

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Real Estate advisory and investment strategies

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Off market private lending and bridge lending, including facilitating security agreements

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Access to private investments in high potential companies at various stages of development

SERVICE Details

MORTgAGE AND financing SOLUTIONS

Progress Group Wealth Management’s comprehensive practice areas include:

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New mortgages on residential or commercial properties

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Mortgage renewals

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Mortgage refinancing

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Accessing your home equity

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Alternative lending and financing strategies

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Equipment leasing & financing

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Asset-based lending

CONTACT US

GET IN TOUCH

We’d love to work with you. Let’s talk.

Oakville Office
860 Progress Court
Oakville, ON L6L 6K1

Toronto Office
67 Mowat Ave, Suite 441
Toronto, ON M6K 3E3

info@progressgroupinc.com

(905) 448 3495

(289) 919 2494

CONTACT US

GET IN TOUCH

We’re ready when you need us. Let’s talk.

Info@progressgroupinc.com

Tel: (905) 448 3495

Fax: (289) 919 2494

Oakville Office
860 Progress Court, Oakville, ON L6L 6K1

Toronto Office
67 Mowat Ave, Suite 441, Toronto, ON M6K 3E3