Wealth
management

Bespoke strategies for managing your wealth

Progress Group Wealth Management offers two valuable scopes of services – mortgages and investment opportunities.

Our mortgages offerings are led by an experienced principal 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.

Our investment advisory services offer exclusive access to curated high return investment opportunities not available through other channels. We focus on opportunities which offer returns of investment of over 10%, while completing our own due diligence and vetting to ensure that the opportunities are high quality and downside risks are mitigated. Through our hands on process with affluent clients, we develop bespoke strategies that are appropriate for your situation and goals. 

INVESTMENT
OPPORTUNITIES

Progress Group Wealth Management focuses on 3 types of investment opportunities:

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Real estate corporations and advice and services for real estate 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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Advice on GICs

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Equipment leasing & financing

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Asset-based lending

PARTNER, Wealth Management (Mortgages)

Max  

Afzalimehr

CONTACT

(905) 448 3495 x5916

Max Afzalimehr is a successful principal broker with over 12 years of experience in the industry. He is regularly ranked as one of Canada’s top mortgage brokers. Max holds a Bachelor of Commerce degree from the University of Toronto and splits his time between Canada and the US as he leads his international practice. Max has overseen hundreds of brokers and is dedicated to helping people and organizations find solutions to financing needs to unlock their success and goals. He ensures that Progress Group is on the leading edge with state of the art technology, powerful relationships, and exceptional customer service.

Brokerage Licence Number: 10846 (Canada)
Personal Licence Number: M08008522

PARTNER, Wealth Management (Mortgages)

Max

Afzalimehr

CONTACT

(905) 448 - 3495 x5916

Max Afzalimehr is a successful principal broker with over 12 years of experience in the industry. He is regularly ranked as one of Canada’s top mortgage brokers. Max holds a Bachelor of Commerce degree from the University of Toronto and splits his time between Canada and the US as he leads his international practice. Max has overseen hundreds of brokers and is dedicated to helping people and organizations find solutions to financing needs to unlock their success and goals. He ensures that Progress Group is on the leading edge with state of the art technology, powerful relationships, and exceptional customer service.

Brokerage Licence Number: 10846 (Canada)
Personal Licence Number: M08008522

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

(905) 448 3495

(289) 919 2494

CONTACT US

GET IN TOUCH

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

[email protected]

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