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Secure Your Financial Legacy

Ensure an Efficient and Meaningful Wealth Transfer to Future Generations

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Is Your Legacy Protected?

  • Worried about the complexities of estate taxes?

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  • Unsure how to distribute assets fairly?

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  • Want to avoid family conflicts?

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  • Need to protect your loved ones' future?"

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ProsperWise Advisors provides comprehensive estate planning to ensure your wealth is transferred smoothly and efficiently according to your wishes.

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Asset Distribution

Philanthropy

Insurance Planning

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Estate Planning That Provides Peace of Mind

Minimize Taxes

Reduce the tax burden on your estate, maximizing the wealth passed on to your loved ones

Ensure Your Wishes Are Honored

Clearly outline how your assets should be distributed, minimizing potential disputes.

Protect Your Loved Ones

Provide financial security for your family and future generations.

Plan for Incapacity

Designate trusted individuals to manage your finances if you become unable to do so.

Support Your Charitable Goals

Incorporate charitable giving into your estate plan to support causes you care about.

Your Legacy Planning Partners

Sudden Wealth Advisor

Are you stressed about your estate?

Confused, unsure about what to do?

  • Experienced Advisors: We have in-depth knowledge of estate planning laws and strategies.

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  • Personalized Approach: We create a customized plan that reflects your unique values and goals.

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  • Compassionate Guidance: We understand the sensitive nature of estate planning and provide support every step of the way.

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  • Collaboration: We work closely with your legal and tax professionals to ensure a seamless process.

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

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Plan With Confidence

1

Preserve

Safeguard your assets and create a solid financial foundation.

2

Protect

Ensure your wealth benefits you and your loved ones for generations to come.

3

Prosper

Make smart investment decisions and achieve your financial goals.

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

“Rolf makes planning for your current and financial future a breeze. He is able to explain (in plain English!) how things work like investing, life insurance policies, tax-free savings etc…"​

Ready to Ditch the Stress? Make Smart Choices? Design the Future You Want? 

Message us and discover how we help turn anxiety into confidence

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ProsperWise Advisors | Fee Based Financial Planner

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