Step 1 - Complete Your Application
Step 2- Schedule Your Intro Session
Step 3 - Work with Your Personal CFO
As a ProsperWise Client You'll Get
We make complex financial topics understandable so that you don't second-guess your decisions
In-person, or video meetings
Secure access to your data
Self-serve investment portal
We use cutting-edge technology and forward-thinking strategies to craft tailor-made financial plans.
AI-driven financial plans
Secure SideDrawer Client Portal
100% digital office experience
With our Member's Space on the ProsperWise app, you have convenient access 24/7
Secure chat through the app
Book meetings online
Access to technology tools
What's the Process Like?
Time-tested, effective, and personalized.
Your first session with your Advisor is all about getting to know you and your unique circumstances. We want to get a clear picture so that we can develop your personalized plan.
We will work closely with you and help you make informed decisions to craft a customized strategy that's tailored to help you achieve your specific goals.
With your strategy in place, it's time to put it into action. We guide the implementation. This phase is where the magic happens as we turn plans into reality.
Monitoring and Review
We continually monitor your progress and review your strategy with regular check-ins, and reviews. Adjustments are made to changing circumstances and to ensure that you stay on track.
Our Clients are All Across Canada
“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.”