Beginning this week, I will be providing a summary of the IA Financial Economic Review. Sebastien McMahon recaps the news of the week and offers insight into how it impacts our portfolios. View the video here. For leaders and families who have built significant wealth, market volatility feels different. It’s not just a number on a screen; it’s a potential disruption to a long-term vision. This week, the market’s defining theme was "On Again, Off Again," a concept that perfec

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