Our Wealth Management service is offered through Prospera Insurance Agencies, which is a wholly owned subsidiary of Prospera Credit Union. Our fully qualified Wealth Management Specialists work with a range of investment products from Canada's best investment and insurance companies including Canada's preeminent socially responsible investing firm.
If you are interested in a free consultation with one of our Wealth Management Specialists, we welcome you to complete the form below. We will contact you directly to arrange an appointment.
All fields required unless indicated
I consent to Prospera, and its agents and representatives, collecting, using, and disclosing my personal information provided in connection with this Application, and any changes or additions to this information provided in the future, for the purposes of:
I consent to Prospera, and its agents and representatives, disclosing my personal information to:
If there is more than 1 Applicant, I consent to Prospera disclosing information about the Account as instructed by either/any 1 of the Applicants.
If you have questions about the collection, use and disclosure of your personal information by Prospera, please contact us.
I consent to Prospera sending commercial electronic messages to me for marketing purposes, including providing me with information about products and services and special promotions that may be of interest to me or sending research surveys, invitations, or newsletters to me.
I understand that I can withdraw my consent at any time by contacting Prospera, and that Prospera is collecting, using and disclosing my personal information for the above purposes in accordance with its Privacy Agreement.
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