Group of Financial Planners in Victoria BC

Financial Planning Can Help You...

  • Increase your savings and optimize the growth of your wealth
  • Improve your cash flow for a better balance between income and expenses
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Client Testimonials:

“Dale has helped us with our finances, our RRSPs, and given us peace of mind for over a decade. We have total confidence in Dale and her team. Dale has a heart of gold and a very open and friendly personality. Dale and her team are very professional and very effective.  We recommend them to everyone we know.” – David and Linda

“Working with Prosperity has been an absolute pleasure so please pass on my thanks to the whole gang. I expect that our relation will continue long term.” – Sue

“Dale I can’t thank you enough for all the time, advice and support you have given me through my illness. I could not have managed the information flow required to open my disability claim nor the ongoing information required. Thank you again for your many years of managing my family’s financial future.” – Donna

“I came to see Dale, worried and depressed that I would be working well past the age of 65. I came away from that first meeting hopeful and relieved. I am now happily retired and secure about my future. Dale is so knowledgeable, empathetic, and attentive, and always with a big smile making you feel special (and not because we share the same name!). Everyone in the office is accommodating, competent, and pleasant, perhaps reflecting her lead of integrity. I recommend her to anyone – and do!” – Dale

“I’m so thrilled I was introduced to Dale a year ago – she’s warm, energetic & incredibly knowledgeable. The rest of her team seems to be a direct reflection of these qualities (we’ve had the pleasure of dealing with Kelsi – she’s great!). I’m excited about my family’s financial future now that we are with Prosperity Planning; I feel like I can see the bigger picture.” – Danielle

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Prosperity Planning. Insurance Provided through Financial Horizons.