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Build a financial plan to meet your goals.
Wealth planning

Your wealth, your plan

Living your best financial life starts with a plan that’s built just for you.

    A financial plan can help you meet all your goals

    Remember the satisfying clink when you dropped the first coin in your piggy bank? You started wealth planning at that moment, and it’s a process that will continue throughout your life. Over the years, your plan will adapt to your changing needs. Ultimately, it will help you make the most of your money and meet important financial goals.
    Manage cash with a budget and debt plan.
    Budget and manage debt
    Grow wealth with investments.
    Choose investments
    Protect wealth with insurance
    Protect with insurance
    Pay less tax with a tax plan.
    Lower your tax bill
    Create a plan for a comfortable retirement.
    Prepare for retirement
    Consult with a Prospera advisor about your financial plan.

    Local banking means
    expert advice for everyone.

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    Tailored strategies

    Your priorities are front
    and centre

    Our approach to wealth planning focuses on what’s most important to you. To find out what that is, we listen and learn. Then we work with you to develop a personalized financial strategy that will help get you from where you are to where you want to be.

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    Relevant advice

    Improve your finances at every life stage

    Maybe you’re beginning your career, starting a family, and saving for a home. Maybe you’re in your peak earning years, saving for children’s education, and looking ahead to retirement. Or maybe you’ve already retired and want to make sure your income lasts and your wealth transfers smoothly to the next generation. Whatever stage you’re at, talk to us to find out how we can help.

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    Expert recommendations

    Meet the team

    At every branch, you’ll find an investment advisor or wealth management specialist with the Certified Financial Planner (CFP®) designation. CFP professionals can guide you through the financial planning process and recommend specific products and strategies to help you achieve your objectives for yourself, your family, and your business. We look forward to meeting you.

    Find an advisor Make an appointment

    Get started on your plan

    Take the next step and schedule your appointment with a local wealth advisor.
    Visit a branch
    Meet by phone
    Meet by video
     

    Learn more about wealth planning

    Improve your financial situation with wealth planning insights and strategies.
    Catch up on your financial plan
    Think you’ve missed the window of opportunity to create a financial plan? You haven’t. Everyone can benefit from wealth planning that starts from wherever you are today.
    Mutual funds: less risk, more reward
    Every mutual fund holds a basket of individual investments, and that built-in diversification can deliver better returns for a given level of risk. The key is to find the right fund for your goals.
    Empty nest, full portfolio: be ready for retirement
    It’s best to lay the groundwork for a successful retirement years in advance, but some strategies can help even when retirement is just around the corner.
     

    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

    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.