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Business Insurance and Wealth Management

As your business grows, you will need to consider some important questions above and beyond your day-to-day operations. A Wealth Management Specialist from Prospera will help protect you and your business while providing strategic investment advice.

Individual & Business Owner Financial Planning

Behind every business is a business owner, and Prospera understands that your financial picture contains more than the just your business.

Prospera’s unique Business Owner Roadmap process helps to ensure the important questions are asked, and solutions determined. With annual reviews help to ensure your plans stay on track, Prospera is committed to your financial success.

Protecting Your Business

A little planning goes a long way. There are several ways Prospera can protect your business:

  • Protect your family and your business with comprehensive life and disability insurance
  • Protect your business from the loss of a key employee
  • Develop a succession strategy
  • Maximize the value of your estate

Tax-Efficient Investment Solutions

Is your money “trapped” behind a high personal or corporate tax rate? Prospera’s Wealth Management Specialists are experienced in dealing with reducing taxation, and making your money accessible as soon as possible.

  • Tax-smart withdrawal options to minimize personal income taxes
  • Reduce and defer corporate taxes
  • Develop a succession strategy
  • Ensure solutions fit your time horizon and risk tolerance

Group Benefit Programs

Implementing a group benefit program is an excellent way to attract and retain your employees. Create attractive employee benefit programs, including:

  • Life Insurance
  • Disability Insurance
  • Extended Health Care

Group Retirement Savings Plan Programs

Establish a cost-effective and flexible retirement plan for your employees. They’ll thank you for it!

We Know You're Busy!

Our Business Relationship team is mobile, and can meet you at your workplace, home, or at the local coffee shop at the time that works for you. Contact us to set up an appointment.

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.

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.