Business Insurance and Wealth Management

We all know that in business it is important to have a plan, and we encourage you to have a plan in place to cover your needs now and in the future.

First of all, know that you’re not alone. Whether you are starting your business or growing an existing one, there are a variety of resources, experts and professionals available to help you, including Prospera’s business banking experts. From creating your business plan, using advisors and hiring employees, to marketing, research and development and technology considerations, we’re here to help.

Your Prospera Business Wealth Specialist will work with you to help protect you, your family and your business, and provide strategic investment and planning advice.

To meet a Prospera Business Account Manager, contact a Business Banking Centre
in your area.


This material is provided for general information and is subject to change without notice. This material is not intended to provide, and should not be construed as providing, individual financial, investment, tax, legal or accounting advice. You should consult your professional representative(s) prior to acting on the basis of the information herein, and ask about the risks and costs involved when investing in insurance products or using leveraging as a financial strategy. Insurance is offered through Prospera Insurance Agencies Ltd., a licensed life insurance agency. Prospera Credit Union provides advice and service related to deposit, loan and mortgage products. Prospera Insurance Agencies provides advice and service related to personal insurance and estate planning, business-owner insurance and succession planning, and employee group benefit plan solutions.

 

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