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Prospera Credit Union’s Wealth Advisor service is available for free to all members.
Wealth planning

Work with a Wealth Advisor

Delve beyond the numbers with a Wealth Advisor who is dedicated to helping you plan for retirement, save for your goals, invest wisely, and prepare for your future.

Are you happy with your financial plan?

It’s always a good time to start or examine your financial plan to make sure it’s doing what you need it to do for you and your family. Through our partner Credential Securities and Credential Asset Management Inc., we can help you:
Start your wealth plan.
Get started with a financial plan
Adjust or revise your financial plan.
Catch up on your plan or adjust your strategy
Set up a savings plan for a big purchase.
Save for a big purchase like a house, car, or education
Be ready for unexpected expenses.
Prepare for the unexpected
 
Make sure your retirement savings are on track
Optimize your savings for retirement
Make a plan to protect your family’s future.
Protect your legacy and family
 

Limited time offer

Get up to $3,000 as a cash bonus with new investments.*

Learn more

Ready to get started? 

Schedule a free in-person or virtual appointment with an advisor.
 
 

What makes us different

Intelligent, practical advice from experts in the financial industry. Focused on providing personal service with a local flair, our professional wealth advisors are as invested in your goals as you are.

And for Prospera Credit Union members, our wealth planning services are always free.

No minimum balance required.

Your bank balance shouldn’t determine whether or not you get access to financial planning advice.

Your success is our top priority.

When you invest with us through Credential Securities or Credential Asset Management Inc., we invest in you by providing a comprehensive financial plan that covers everything you need.

Our solutions are anything but cookiecutter.

We look at your whole financial situation to provide continual expertise for now, and for the future.

We pay attention to you.

We always have time for you, whether you’re a novice, self-directed, or seasoned investor.

We’re objective, and we’re proactive.

You get an investment plan tailored to your specific needs, aligned with your personal values, and only in your best interest.

We know it’s never too late to start.

Don’t be embarrassed if you’re late to the game. We’ll help get you on track, no matter what stage you’re at.
 

Wealth planning advice

Insights, tips, and investing strategies to help you learn more about ways to get your financial house in order.

Catch up on your financial plan.

Maybe you don’t think your bank balance qualifies. Or maybe you thought you could handle it all yourself. No matter how late you think it is, it’s never too late to catch up. 

Don’t overlook the value of mutual funds in your investment portfolio.

Mutual funds: Less risk, more reward.

No matter what stage you’re at with your financial plan, mutual funds are a low-risk way to make your savings and investments grow while still having access to your money.


Empty nest, full portfolio: What to do next before you retire.

With retirement on the horizon, you want to make sure you have everything you need in place, so you can avoid hiccups and delays when the time comes.

Work with a Wealth Advisor

Whether you’ve been building your investment portfolio for years, or you’re just getting started, there’s more to a wealth plan than putting money away for retirement.

We have access to the following products and services*:

  • Ongoing financial planning advice.
  • Portfolio planning and maintenance, including term deposits, mutual funds, stocks, bonds, and ETFs.
  • Recommendations and coaching for do-it-yourselfers with our online brokerage partners.
*Products and services provided through Credential Securities or Credential Asset Management Inc.
Wealth advisor services are free for all Prospera Credit Union members.

Local banking means
expert advice for everyone.

Prospera wealth testimonial

Wealth stories

“The biggest reason we choose Prospera was that they are so community based and focused, even in terms of fundraising and giving back to the community, which is important to us.”  

Steven and Karen
Kelowna, BC

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.
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Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities.