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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
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 Make 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.

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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.

 
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 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
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
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.