Wealth planning
Bring your plan to life
Build your financial plan, step by step, and start realizing your goals.
Follow a clear process
Financial planning works for everyone. Yes, that means you! Having a roadmap towards your goals makes it much more likely that you’ll achieve them, regardless of your age, income, or bank balance. Through our partner Aviso Wealth, our advisors will help create a tailored financial plan for you. So, let’s get started.
Identify your goals, needs, and priorities
Assess your current situation
Discuss recommendations and projections
Implement your financial plan
Check in regularly to see if you’re on track
Choose simple or sophisticated investments
Access the same types of products you’d find at any brokerage firm, but with the added value of a detailed and comprehensive financial plan to help guide your investment decisions.
Ask our advisors about:
- Term deposits
- Mutual funds*
- Exchange-traded funds*
- Stocks and bonds*
- And more
Match investments to your needs and preferences
Your financial plan will include investment recommendations aligned to your priorities and tolerance for risk, as well as the length of time you can keep your money invested.
Ask our advisors about:
- Income investments
- Growth investments
- Balanced investments
- Ethical investments
- And more
Connect with specialists as you need them
Your wealth advisor has expertise across a range of financial planning areas — and, if you ever need more specialized advice, we’ll put you in touch with other wealth and legal professionals in our community.
Ask our advisors about:
- Budgeting
- Investments
- Insurance
- Tax planning
- Retirement planning
- Estate planning
Get help with your planning from online tools
Check to see how close you’re getting to your goals using our online calculators, and ask your wealth advisor for other resources that can help you stay informed and motivated to succeed.
Ask our advisors about:
- Education savings calculator
- Tax-Free Savings Account calculator
- Registered Retirement Income Fund calculator
- Personal Records Organizer
- Executor Checklist
Wealth Stories
“Prospera recognizes me when I come in: they know my name! We’re not just a statistic or bank account number to them …we’re people who have real lives and have real needs. They have really helped us to get to where we are and to achieve the life that we want.”
Karen & Wilf
Chilliwack, 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.
Visit a branch
Meet by phone
Meet by video
Learn more about wealth planning
Improve your financial situation with wealth planning insights and strategies.
Catch up on your financial plan
Think you’ve missed the window of opportunity to create a financial plan? You haven’t. Everyone can benefit from wealth planning that starts from wherever you are today.
Mutual funds: less risk, more reward
Every mutual fund holds a basket of individual investments, and that built-in diversification can deliver better returns for a given level of risk. The key is to find the right fund for your goals.
Empty nest, full portfolio: be ready for retirement
It’s best to lay the groundwork for a successful retirement years in advance, but some strategies can help even when retirement is just around the corner.
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
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
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