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 continues 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.
Budget and debt management
Investment management
Insurance and risk planning
Tax and legacy planning
Retirement and goal planning
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 get you from where you are now to where you want to be.
Investing at every life stage
Maybe you're beginning your career or starting a family and saving for a home. Maybe you're in your peak earning years, saving for your child'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, speak with us to learn how we can help you meet your goals.
Here are some of the ways you can invest at Prospera:
Term deposits
For security and stability, choose term deposits that are 100% guaranteed by the Credit Union Deposit Insurance Corporation of British Columbia.
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Mutual funds
When you invest in a mutual fund, you benefit from 'basket investing' which is designed to help you achieve your objectives and avoid downturns in the market.
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Online
To be successful, do-it-yourself investors need the right tools. In today's world, that means online investing tools.
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We proudly provide all investment solutions that our fellow competitors have like stocks, bonds, ETF's and more. We are IIROC compliant, which means we are subject to rigorous, comprehensive training and screening, and our advisors have years of experience to help provide you with the best wealth planning advice available.
Expert recommendations
Meet the team
At every branch, you'll find an Investment Specialist or an Investment Advisor, who are all equipped to provide the best planning and advice possible. Our CFP designated professionals can also guide you through the financial planning process and recommend specific products and strategies to help you achieve any of your objectives. We look forward to meeting you.
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
Protect against the unexpected.
Life is full of unexpected changes and planning for them can be difficult. Having the right insurance in place provides security for your family and peace of mind for you, so that you can enjoy what's happening today without worrying about tomorrow.
RRSP guide to investing
Saving early and saving more towards retirement can help you pay for the fun stuff, like travel and fine dining, after you stop working. RRSPs give your savings a leg up with a tax deduction and tax-deferred growth. Not sure where to start? Check out our guide to help get you on your way.
How to reach us
Call our Member Service Centre
Contact tech support
Available 24/7
1 888 884 4430
Send a support email
Send us an email
Meet online or in person
Legal
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer which insures deposits in credit unions. 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.