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Rolf Issler

Your Trusted Personal CFO in Kelowna, Serving BC and Ontario

ProsperWise Advisors is a leading financial planning firm dedicated to helping individuals, families, and business owners achieve financial clarity and confidence.

 

We believe in building strong, long-term relationships with our clients, providing personalized guidance and support every step of the way.

Born from a Passion for Financial Empowerment

ProsperWise Advisors was founded in Kelowna, BC by Rolf Issler, a seasoned financial professional with a passion for helping people achieve their financial goals.

 

With over four decades of experience in the financial services industry, Rolf recognized a need for a different kind of financial advising – one that prioritized client relationships, personalized strategies, and a genuine commitment to helping people prosper.

Driven by his belief in financial empowerment, Rolf established ProsperWise Advisors with the vision of creating a firm where clients feel understood, supported, and confident in their financial decisions.

 

Today, ProsperWise Advisors continues to grow, serving clients across British Columbia and Ontario with a dedicated team of advisors who share Rolf's passion for client success.

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Our Guiding Principles

Client Focus

Your needs and aspirations are at the heart of everything we do. We take the time to understand your unique circumstances and tailor our advice accordingly.

Integrity

We adhere to the highest ethical standards and always act in your best interests.

Expertise

Our team possesses a deep understanding of financial planning, investment management, tax strategies, and estate planning. We are committed to ongoing learning and professional development to ensure you receive the most current and relevant advice.

Transparency

We believe in open and honest communication. We clearly explain our services, fees, and any potential conflicts of interest.

Collaboration

We work closely with you, fostering a true partnership to achieve your financial goals. We also collaborate with other professionals, such as accountants and lawyers, to provide comprehensive support.

Your Success is Our Priority

At ProsperWise Advisors, your financial well-being is our top priority. We are dedicated to providing you with:

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  • Personalized Guidance: Tailored strategies to meet your unique needs and goals.

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  • Proactive Support: Ongoing monitoring and adjustments to your plan as your life evolves.

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  • Expert Advice: In-depth knowledge and experience in all areas of financial planning.

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  • Peace of Mind: Confidence and clarity in your financial decisions.

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Schedule a free consultation to experience the ProsperWise difference.

ProsperWise Advisors | Fee Based Financial Planner

Design Your Tomorrow, Starting Today

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