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 Aviso Wealth, we can help you:
Get started with a financial plan
Catch up on your plan or adjust your strategy
Save for a big purchase like a house, car, or education
Prepare for the unexpected
Optimize your savings for retirement
Protect your legacy and family
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 Aviso Wealth, 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.
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.
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.
Local banking means
expert advice for everyone.
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.
Visit a branch
Meet by phone
Meet by video
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