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Wealth Management Form

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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.

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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.