Convenience & Accessibility
How to Become a ProsperWise Client
Complete a short Introduction Form, and schedule your Intro Session.
2. Attend Your Intro Session
This casual 30-minute call will give you insights into our process and help you decide if becoming a client is right for you
3. Work With Your Personal CFO
Develop your ProsperWise Plan with support from your Advisor to unlock your potential as a ProsperWise Client.
As a 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 Does the Process Look Like?
Time-tested, effective, and personalized.
Our Clients are All Across Canada
Widaad from Ontario
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.
Don from British Columbia
As years go by, family, jobs, relationships and the economy change. I understand options for now and the future. On my own, I would not be as far ahead as I am now.
Gina from British Columbia
Rolf makes planning a breeze. He is able to explain (in plain English!) how things work like investing, life insurance policies, tax-free savings etc…