Lost in a Maze?
You're driven to succeed. You excel in your career or business.
Managing your wealth? That's another story. Taxes, investments, retirement planning... it can feel like a maze you never intended to enter.
You might be asking yourself:
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Am I paying too much in taxes?
Is my investment strategy on track?
How can I protect my family's future?​​
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We get it, we help high-performing individuals and business owners like you simplify their finances, minimize taxes, and build a secure future.
Your Personal CFO, Simplifying Your Life
Financial Clarity
Gain a clear understanding of your financial situation and a roadmap to achieve your goals.
Time Savings
Free up your valuable time by delegating complex financial tasks to experts.
Proactive Approach
Benefit from proactive strategies to anticipate and address financial challenges.
Improved Decision Making
Make informed financial decisions with confidence.
Peace of Mind
Reduce stress and anxiety about your financial future.
Personalized Guidance
Receive tailored advice that aligns with your unique needs and goals.
Trusted Partnership
Build a long-term relationship with a dedicated team of financial experts.
Enhanced Financial Outcomes
Achieve better financial results through expert guidance and strategic planning.
Your Personal CFO, Always by Your Side
Hi I'm Rolf Issler, your Personal CFO and the founder of ProsperWise Advisors.
With 2 decades of experience I'm passionate about helping high-performing professionals and business owners achieve financial clarity and long-term success.
I hold a Bachelor of Management with honors (BMgt) from the University of British Columbia where my focus was on developing my strategic planning capabilities.
I understand the unique challenges you face and am committed to providing personalized guidance and support every step of the way.
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Rolf Issler, BMgt
Founder, ProsperWise Advisors
Personal CFO
1
Preserve
We'll assess your current situation and identify opportunities for growth and transformation.
2
Protect
We'll develop strategies to optimize growth and minimize risk to give you greater peace of mind
3
Prosper
We'll go beyond traditional financial planning and lead you to lasting prosperity.
Don't take our word for it. Take theirs.
Don - West Kelowna, BC
“Rolf has been showing and helping me understand options that will help me now and for the future. On my own, I would not be as far ahead as I am now.”
Irene - Lake Country, BC
“Rolf, I can’t tell you how much Bryan and I appreciate you. We trust you and your honesty is so valuable in making us feel comfortable and included in the decision making process.
Gina - Kelowna, BC
“Rolf makes planning for your current and financial future a breeze. He is able to explain (in plain English!) how things work like investing, life insurance policies, tax-free savings etc…"​
Get the ProsperWise Planning Guide. Free!
Download the guide and start planning 2025 and beyond