Transfer your investments
When you transfer your investments to Prospera, we’ll reward you with a bonus.
For a limited time only, receive up to a $2,500 bonus for transferring funds into a Prospera Qtrade mutual fund account. The bonus is calculated as 0.5% on the first $100,000 and 1.0% on the portion above $100,000, to a maximum of $2,500.
If Leah brings in $40,000 worth of RRSP’s, she will get a $200 bonus.
We believe that everyone deserves the best in financial advice. That’s why while we’re helping with your transfer, we’ll review your short and long term goals with you. We will develop solutions that suit your individual needs. A team of knowledgeable Wealth Management, investment and insurance specialists are available at every Prospera branch, dedicated to making a meaningful difference in your financial well-being.
Talk to an advisor today. Your future self will thank you.
*Receive up to a $2,500 bonus for transferring funds into a Prospera Qtrade mutual fund account. To qualify, a minimum $25,000 must be transferred in from outside of Prospera or a minimum of $100,000 of new money invested. Transfer-ins must be signed by March 31, 2017 and received by May 15, 2017. The bonus is calculated as 0.5% on the first $100,000 and 1.0% on the portion above $100,000, to a maximum of $2,500. The bonus will be paid 12 months after the transfer-in date and will be applied to the purchase of mutual funds. Terms and conditions apply, contact Prospera for details.
Mutual Funds and securities related to financial planning services are offered through Qtrade Asset Management Inc., member MFDA.