ProQB is your Quarterback to Financial Professionals

ProQB.ca

One point of contact at ProQB will liaison to all the professionals you may need to optimize your life.  This process eliminates the communication and knowledge gaps that exist when you use professionals that are not on our platform.  In our stress free system, you sign up with one quarterback that acts as the team lead.  They onboard you with a Know Your Client process which includes a Needs Analysis, Comprehensive Financial Plan and Tax Return review.  Business clients also receive a review in Benefit/Pension Plan, HR Policy, Executive Compensation and Employee Retention Plans.

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Our Services

Tax Preparation

Financial Planning

Life Insurance

Benefit Plans

Investments

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Our Platform

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Personal and Business Solutions

Join our ProQB platform and allow us to bring all your financial services under one team of professionals.  Communicate with one point of contact that will work as your team leader - to Quarterback all the services you may benefit from.  The old way:  your banker invests your money but does not know your personal tax situation, while your accountant knows your taxes but does not advise on investments or types of life insurance.  You get advice in silos instead of a holistic team approach.

 

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Money Management

Wouldn't it be nice to just have one platform that takes care of managing your money based on your tax situation.  One that shops the market for the best rates.  One that takes your overall risk tolerance and financial needs into account.  That is the ProQB platform.

 

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Business Planning

In today's world, attracting and retaining quality employees is a monumental task.  ProQB can assist by providing benefit recommendations to fit your budget.

 

 

 

Our financial expertise at your service

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