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Individuals & Business Owners

Transform Your Finances, Simplify Your Life

Your Personal CFO Serving Clients in BC and Ontario

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Stressed Woman

Tired of Financial Complexity and Uncertainty?

  • Overwhelmed by investment choices?

  • Unsure about your retirement plan?

  • Struggling with tax planning?

  • Facing a major life transition?

ProsperWise Advisors provides clarity and confidence through personalized financial guidance.

Rolf worked with me to create an easy to use and systematic plan that really helps me manage my money and set realistic financial goals for myself.”

Widaad - Ontario

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Your Financial Well-being is Our Priority

Personalized Financial Planning

No one-size-fits-all solutions. We tailor strategies to your unique circumstances, whether you're an individual or a business owner.

Expert Wealth Management

Navigate sudden wealth, plan for retirement, and build a lasting legacy with confidence.

Tax Minimization Strategies

Protect your hard-earned wealth and keep more of what you earn through proactive tax planning.

Business Succession Planning

Ensure a smooth transition for your business and your family's financial future.

Legacy Planning

Ensure an efficient and meaningful wealth transfer to future generations.

Your Personal CFO, Always by Your Side

  • Dedicated Advisors: Partner with experienced professionals who prioritize your success.

  • Holistic Approach: Receive comprehensive financial guidance tailored to your unique needs.

  • Proactive Strategies: Benefit from proactive planning and ongoing support.

  • Peace of Mind: Gain financial clarity and confidence, knowing your finances are in expert hands.

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Rolf Issler, BMgt

Founder, ProsperWise Advisors

Personal CFO

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Gain Financial Clarity and Confidence

1

Preserve

We start by assessing your current situation and identifying where we can optimize your tax strategy, protect your wealth, and minimize risks.

2

Protect

We'll implement strategies to safeguard your assets, ensuring they're protected from unforeseen events. We'll also help you create a legacy plan that reflects your values and wishes.

3

Prosper

We'll focus on your long-term goals. We'll develop investment strategies, explore tax-efficient opportunities, and empower you to make informed decisions that lead 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…"​

Are you ready to Ditch the Stress?
Make Smart Choices? Gain Lasting Prosperity?

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ProsperWise Advisors | Fee Based Financial Planner

The ProsperWise Advisor

Wisdom from Your Personal CFO Straight to Your Inbox

Get actionable tips, expert advice, and inspiring stories to empower you. Whether you're an individual navigating life's transitions or a business owner seeking to minimize taxes, you'll get the financial wisdom you need to prosper.

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