SUDDEN WEALTH SPECIALIST | KELOWNA, BC

You just received life changing money.
Before you do anything, take a breath.

The Noise is coming. We silence it.

Sudden Wealth brings a noise that most are unprepared for. We design your Sovereignty Operating System™, and silence The Noise.

MEET GEORGIA

Your first conversation
starts here.

Georgia is ProsperWise's AI Transition Specialist. She'll help you understand where you are, what your greatest risks are right now, and what your first move should be. No forms. No pressure. Just a calm conversation at your pace.

Fully private

Nothing stored until you choose to take a next step.

About 5 minutes

No appointment needed.. No commitement.

Canadian data center

Data securely pinned to Montreal. Fully under Canadian privacy law.

THE PATH FORWARD

Three steps. No rushing.

Step 1:

The Stabilization

We secure your funds in a safe Storehouse and model your immediate cash flow needs to lower your cortisol levels and give you time to breathe.

Step 2:

The Quiet Period

A 90-day strategic pause. We draft your Sovereignty Charter, your constitution that defines your new boundaries.

Step 3:

The Funding

Your Charter is ratified. Your decision-making is back online. We fund the Charter using portfolios and insurance to establish your Sovereignty.

The first step costs nothing and commits you to nothing.

Talk to Georgia - figure out your first move

Rolf Issler

SUDDEN WEALTH SPECIALIST - CLU, BMGT

I have spent my career at the intersection of wealth transitions and human psychology. I've sat with inheritors who couldn't sleep, founders who lost their identity after their exit, and widows navigating estates alone while grieving. I built ProsperWise because every one of them deserved a calm, structured guide who had no agenda except their peace of mind.

I work on a fee-only basis for the Strategy phase. No products. No commissions. No conflicts.

DESIGNATION

CLU, BMgt

HOUSEHOLDS SERVED

40+

STRATEGY FEE

$3999.00 flat

MODEL

Fee-only, fiduciary

"We’re very grateful for your steady approach and, above all, your patience...

You’re helping us all to learn how to create stability instead of chaos."

Kelowna family, transition planning clients

"We’re very grateful for your steady approach and, above all, your patience... You’re helping us all to learn how to create stability instead of chaos."

— Kelowna family, transition planning clients

Prosperwise Advisors is a registered tradename of Issler Group Management & Consulting Inc.

The content on this website is for informational purposes only and does not constitute legal or tax advice.

The Sovereignty Operating System™ is a proprietary planning framework designed to assist with organization and decision-making.

Rolf Issler is a Chartered Life Underwriter (CLU), licensed and regulated by the Insurance Council of British Columbia.

All insurance products and segregated funds are offered through Issler Group Management & Consulting Inc.