Last Updated: November 30, 2025

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Our Commitment to Your Privacy

 

At ProsperWise Advisors, a registered trade name operating under Isler Group Management & Consulting Inc. ("ProsperWise," "we," "us"), your trust is our most important asset. We are committed to protecting the privacy and confidentiality of your personal and financial information.

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This Website Privacy Policy outlines how we collect, use, disclose, and safeguard the personal information of visitors to our website, www.prosperwise.ca. This policy is designed to be transparent and compliant with British Columbia's Personal Information Protection Act (PIPA).

 

1. Accountability

 

We are responsible for all personal information under our control. We have designated a Privacy Officer who is accountable for our compliance with this policy and applicable privacy laws.

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Privacy Officer: Rolf Issler, Founder & CEO Regulated by the Insurance Council of British Columbia

 

2. Identifying Purposes: Why We Collect Your Information

 

We collect your personal information through our website for the following specific purposes:

• To Respond to Inquiries: When you contact us through a form or email, we collect your contact details to answer your questions.

• To Provide Diagnostic Results (New): When you use our interactive tools (such as the Exit Dividend Calculator or Stability Assessment), we process the financial and sentiment data you enter (e.g., Revenue, EBITDA, emotional stress levels) solely to generate your personalized "Complexity Score" or valuation estimate.

• To Send Educational Content: If you subscribe to our newsletter or request the "Sudden Wealth Guide," we use your email to deliver these resources.

• To Schedule Sessions: When you book a Navigator Session, we collect the necessary information to confirm your appointment.

• To Improve Our Website: We collect anonymous data about traffic and user behavior to improve the "Sanctuary" user experience.

 

3. Consent

 

By using our website and voluntarily providing us with your personal information, you consent to the collection, use, and disclosure of that information in accordance with this Privacy Policy.

• Implied Consent: By entering data into our Exit Dividend Calculator or Stability Assessment, you imply consent for us to process that data to provide your result.

• Express Consent: When you subscribe to our mailing list or book a session, we will ask for your express consent. You may withdraw your consent at any time by using the "unsubscribe" link in our emails.

 

4. Limiting Collection

 

We only collect the personal information necessary for the purposes identified above.

• Contact Information: Name, email address, and phone number.

• Diagnostic Data: Financial estimates (Revenue, Profit margins) and emotional sentiment data provided voluntarily via our interactive tools.

• Automated Information (Cookies): We use cookies and third-party analytics (Google Analytics) to collect non-identifiable information about your visit, such as your IP address and pages visited.

 

5. Limiting Use, Disclosure, and Retention

 

• No Sale of Data: We never sell, rent, or trade your personal or financial information to third parties.

• Service Providers: We may share your information with trusted third-party service providers who assist with our website operations (such as Wix for hosting and secure data processing). We ensure they provide a comparable level of protection for your information.

• Retention: We retain your personal information only as long as necessary to fulfill the identified purposes or as required by the Insurance Council of BC record-keeping standards.

 

6. Accuracy

 

We make reasonable efforts to ensure your information is accurate. If you believe any of your information is incorrect, please contact us to update it.

 

7. Safeguards

 

We protect your personal information with appropriate security safeguards.

• Digital Security: Our website and calculators are hosted on the Wix platform, utilizing enterprise-grade encryption (HTTPS/TLS) and firewalls to prevent unauthorized access.

• Internal Protocols: Access to client data is restricted strictly to authorized personnel of Isler Group Management & Consulting Inc.

 

8. Openness

 

We are committed to transparency. This policy is publicly available on our website.

 

9. Individual Access

 

You have the right to request access to the personal information we hold about you. Upon written request to our Privacy Officer, we will inform you of the existence, use, and disclosure of your personal information.

 

10. Challenging Compliance

 

You have the right to challenge our compliance with these principles. All inquiries should be directed to our Privacy Officer. If you are not satisfied with our response, you have the right to contact the Office of the Information and Privacy Commissioner for British Columbia (OIPC).