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
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.
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.
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.
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.
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
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.