I am excited to share a significant upgrade to your client experience. At ProsperWise Advisors, my personal mission has always been to help you move beyond complexity to a life of clarity and purpose . To honour that commitment, I have been working with my team  to consolidate your entire relationship with us by enhancing you client portal, ProsperConnect . This project directly raises the quality of our service by eliminating friction and providing structure for every Prospe

The arrival of a significant inheritance can be surprisingly disorienting. The world sees a windfall; you feel the immense weight of a legacy placed in your hands. It’s a sacred trust, and the "fear of screwing it up" is perfectly normal. That feeling of overwhelm—of chaos—is the single biggest challenge my clients face. You 're given a long list of complex tasks (probate, taxes, investments) at a time when you're already emotionally exhausted. As your Sudden Wealth Guide 88

Selling a business or inheriting a significant estate in the Okanagan isn't just a transaction; it is a disruption. The moment the wire transfer hits your account, the "Transition" begins. The joy of liquidity is often instantly replaced by the weight of stewardship. You have left the familiar chaos of running a company for the unfamiliar silence of managing wealth. You do not need a "hot stock tip"; you need a place to put the money down safely. A Private Capital Reserve (PC