Business Owners

Stop Overpaying Taxes

Unlock the Hidden Power of Life Insurance to Save Taxes and Build Wealth

Inheritance

Business Exit

Insurance Settlement

The Tax System is Rigged Against You

ProsperWise Advisors | Fee Based Financial Planner

High taxes eat into your profits and limit your growth potential

Complex, constantly changing tax laws make it difficult to navigate and optimize your savings

Traditional financial strategies often leave you feeling trapped and dependent on external institutions

The Infinite Banking Concept® financial strategy

Create a legacy of financial security for yourself and your loved ones

1

Preserve

Take control of your finances and build wealth on your terms.

2

Protect

Legally reduce your tax burden and keep more of your hard-earned money.

3

Prosper

Access funds strategically for investments, education, retirement, and more.

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.”

Widaad - Ontario

Book a Call

We're Here to Guide You Every Step of the Way

Rolf Issler, BMgt

Founder, ProsperWise Advisors

We understand the challenges that paying too much tax brings

We simplify complex financial concepts and empower you to make informed decisions

We provide personalized guidance and support every step of the way

We're committed to helping you achieve your financial goals and build a brighter future

Implementing the Infinite Banking Concept® financial strategy

1

Message Us

Start a conversation where we discover your needs and goals

2

Develop Your Plan

We'll develop a tailored plan that aligns with your unique goals and positions you to take control of your money.

3

Save Taxes, Build Wealth

Implement the Personalized Banking Strategy and optimize your tax savings.

Don't take our word for it. Take theirs.

Don - West Kelowna, BC

“Rolf has been showing and helping me understand options that will help me now and for the future. On my own, I would not be as far ahead as I am now.”

Irene - Lake Country, BC

“Rolf, I can’t tell you how much Bryan and I appreciate you. We trust you and your honesty is so valuable in making us feel comfortable and included in the decision making process.

Gina - Kelowna, BC