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Wealth planning for business owners
Business banking

Wealth planning for business owners

Tailored strategies to grow and protect your business capital, with expert advice from a local advisor.
Book now

Why wealth planning matters

Investment solutions
  • Personalized investment solutions from an Aviso Wealth advisor
  • Strategies for retained earnings and dividend planning
  • Access to self-directed investing through Qtrade Direct Investing®
  • Access to automated investing through Qtrade Guided Portfolios®
Business protection
  • Estate and legacy planning
Tax & retirement planning
  • RRSP and TFSA strategies for incorporated professionals
  • Retirement income planning for salary or dividend-based compensation
  • Succession planning and business transfer strategies
 

Ready to get started?

Book an appointment
 

Who you'll work with

Whether you're just starting to explore your options or you're ready to build a comprehensive investment plan, you'll be paired with an Aviso Wealth advisor who understands the unique needs of business owners in BC.

Your advisor will:

  • Take time to understand your business, goals, and financial landscape
  • Guide you through tailored strategies for investing and retirement
  • Help you navigate complex decisions with clarity and confidence
  • Provide ongoing support and check-in regularly as your business and personal needs evolve

We’re more than advisors—we're your partner every step of the way.
 
 
 

Ready to take the next step?

Book a free consultation with an advisor today and start building your personalized wealth strategy.


Book an appointment
Explore our suite of digital tools designed to support your financial literacy and empower your planning:

✅ Retirement and investment calculators
  • Estimate your savings goals, retirement income, and investment growth with easy-to-use tools.

✅ Online Advice Centre
  • Access articles, insights, and practical advice tailored for Prospera business members - available anytime you need it. These resources are built to help you make informed decisions and take control of your financial future.

How to reach us

Call our Member Service Centre

Toll free
1 888 440 4480

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email

Fill out our contact form

Meet online or in person

Book an appointment


View branch locations or find an ATM

* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.

Qtrade Guided Portfolios is a division of Aviso Financial Inc.