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Ambitious professional working on their financial plan.

Unlock Your Potential as a ProsperWise Client

Personalized Guidance
Innovative Technology
Convenience & Accessibility

How to Become a ProsperWise Client

1. Apply

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.  



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.

Chess Game

Strategy Development

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.

Signing a Contract

Strategy Implementation

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

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…

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