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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.
Manage cash with a budget and debt plan.
Budget and debt management
Grow wealth with investments.
Investment management
Protect wealth with insurance
Insurance and risk planning
Pay less tax with a tax plan.
Tax and legacy planning
Create a plan for a comfortable retirement.
Retirement and goal planning
Our local BC advisors are dedicated to helping you turn your dreams into reality. Our comprehensive wealth planning and financial advice services are designed to empower you on your journey to financial success. With a friendly and professional approach, we'll guide you every step of the way.

Why choose us for investment advice

  • Local BC branches and advisors: With 26 branches in BC, accessing local financial advice is just around the corner. We understand the unique financial landscape of our communities, providing you with advice that's tailored to your specific needs.
  • Comprehensive approach: Our holistic approach covers every aspect of your financial journey, from short-term goals to long-term aspirations.
  • Personalized strategies: No two individuals or families are alike. That's why we craft personalized strategies that align with your unique goals and circumstances.
  • Experienced advisors: Our team of experienced financial advisors brings a wealth of knowledge to the table, helping you make informed decisions.
  • Proven track record: Join countless others who have achieved their financial goals with our guidance and support.
Stay on target for your wealth goals.

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.

Our approach Book an appointment

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.

Learn more

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.

Learn more

Online investing

To be successful, do-it-yourself investors need the right tools. In today's world, that means online investing tools.

Learn more

Discover the path to your financial aspirations

  • Retirement planning goals: Secure your retirement with confidence. Our advisors will create a personalized retirement strategy that aligns with your aspirations, ensuring you can enjoy your golden years to the fullest.
  • House-saving goals: Turn homeownership dreams into a reality. We'll guide you through savings strategies, mortgage options and smart financial choices to make your dream home a tangible achievement.
  • Vacation goals: Everyone deserves a getaway. We'll help you create a savings plan that lets you unwind and explore without financial worries, ensuring your dream vacation becomes a cherished memory.
  • Education savings goals: Invest in your future or your children's education with tailored savings plans. We'll help you choose the right savings vehicle and investment options to ensure you're well prepared for educational milestones.
  • Business goals: Whether you're an entrepreneur or a business professional, we understand the unique challenges you face. Our financial experts will work with you to develop strategies that drive your business toward success.

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.

Manage your money in ways built for you.

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.

Find an advisor Book an appointment

Book your free financial review

Ready to take the first step toward reaching your financial goals faster? We’re here to guide and support you on your path to success with expert advice and insights. Start your journey now and turn your aspirations into achievements.
Visit a branch
Meet by phone
Meet by video
Protecting your wealth is important.

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.

Invest to grow your wealth.

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.

Read the blog

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 other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Qtrade Guided Portfolios is a division of Aviso Financial Inc.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc