Propel Insurance and Advisory Inc. jobs and careers

About Propel Insurance and Advisory Inc.

Propel Insurance and Advisory Inc . is a boutique financial advisory company that specializes in working with small to medium sized family businesses and their families. We help these families align their financial decisions with their family values and goals and provide ongoing corporate and personal insurance management. The services provided through our company cover three key planning principles for entrepreneurs and business families: 1) Organization of corporate and personal insurance policies, 2) Continuity planning and communication within the family enterprise 3) Financial education of the children in the family business We use an annual insurance management process to keep you organized and to stay focused on your financial goals. We never make an insurance recommendation without considering the big picture first and how that decision will impact family business system as a whole. Susan J. Brown is the principal advisor and owner of the company. She is a Certified Financial Planner (CFP®) and licenced insurance advisor in Alberta. She holds a Life and Accident and Sickness Insurance licence. She is also a Family Enterprise Advisor Certificant. We can sell life insurance policies for risk management, continuity planning or for wealth and estate planning purposes. In addition we can sell accident and sickness policies such as long term disability, critical illness, travel medical or individual benefits plans from a number of different insurers. We also offer insurance services to non business families who are seeking a higher level of advice and ongoing service around their insurance policies.