Member notice: Important changes are coming to your personal financial statements with Prospera. Notably, we'll be changing the method of distributing T5 slips, followed by enhancements to your account statements. Click here for more details.
Skip to main content
Wealth Offer

Limited time offer

Invest at Prospera and get personalized investment advice and up to $3,000*

Plus, automate your investing and get an additional bonus of up to $2501

Set up a qualifying investment account and receive up to $3,000*


Whether you're eager to start investing or an experienced pro seeking a fresh perspective, we are thrilled to present this exclusive limited-time offer to new and existing Prospera members.

 
 
 

Here's how you can get started

Meet with an advisor. Book a virtual or in-person appointment or call us at 1 888 440 4480.
Make a qualifying deposit to your new or existing Credential Asset Management or Credential Securities investment account before March 31.
Get your cash incentive of up to $3,000* automatically deposited into your Prospera bank account.
 

Why choose investing at Prospera

Document

Flexible investment options

No matter your experience or appetite for risk, we’ve got you covered with a variety of mutual fund options.
Select Icon

Personalized advice

Get investment advice from a local advisor, tailored to your specific needs and goals.
Select Icon

Experienced advisors

Our investment advisors bring a wealth of experience to guide you through informed financial decisions.

Start investing with as little as $5,000

Make a qualifying deposit of as little as $5,000 to your new or existing investment account (TFSA, RRSP, RESP, etc.). The best part? The more you invest, the more cash you’ll get!
 
 

Transfer your investments


You don't have to worry about a thing when you transfer your investment account. Our team will handle all the details, including contacting your current provider. And, don’t worry about transfer fees, we’ll cover any fees your other financial institution charges up to $150, plus you’ll get your tiered cash incentive when the transfer arrives.

Automate your investing and get an additional bonus of up to $2501


Looking to double down on your cash back? Set up automatic contributions to your investments and earn an additional cash bonus of up to $250.
 

Frequently asked questions

Qualifying money transfers for this offer must be initiated by March 31, 2024.
Yes, only investments over $5,000 initiated between January 2, 2024, and March 31, 2024 into a Credential Asset Management Inc. and Credential Securities account at Prospera will qualify for this offer.
Yes! Existing members who transfer a minimum of $5,000 from outside of Prospera or a Credential Asset Management Inc. or Credential Securities Account at Prospera qualify for this offer.
Your cash incentive will be distributed on or before July 31, 2024.
The money transfer must be initiated by March 30, 2024 

Money must be received into your Credential Asset Management Inc. Or Credential Securities investment account by April 30, 2024

The money must remain in the Credential Asset Management Inc. or Credential Securities account until June 30, 2024.
We do have other offers currently available that can be combined with this offer!

Additional offers that can be used in combination with the Wealth Welcome Incentive*:

$0 Transfer Fee Offer: Get up to $150 of transfer fees reimbursed when you move investments

Pre-Authorized Contribution Offer1: Get up to $250 when you set up a pre-authorized contribution to a new or existing investment account.
 

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
*Terms and conditions apply. Full terms and conditions for the Prospera Wealth Welcome Incentive can be viewed by clicking here.

1Terms and conditions apply. Full terms and conditions for the Prospera Pre-Authorized Contribution Offer can be viewed by clicking here.

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.