Individual and Business Owner Financial Planning

The successful integration of both the short and long term goals and needs of one’s family with the short and long term goals and needs of the business is crucial to the overall success of an integrated financial plan. Prospera’s Business Wealth Specialists are experienced at looking at the big picture, and follow a widely accepted process that assists individuals and families to plan for a better, more stable and prosperous financial future. Prospera’s unique business-owner Roadmap process helps to ensure the important questions are asked, and solutions determined; and annual reviews help to ensure your plans stay on track.

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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