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Author Archive for: ‘courtney’

  • David Black Dinner

    On May 19, Prosperity was one of the sponsors of the David Black dinner at Bear Mountain, supporting the Westshore Chamber of Commerce. A few of the Prosperity ladies and their partners attended the event and enjoyed a great evening including entertainment by tenor Ken …

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  • QROPS

    Did you know we can do QROPS here at Prosperity Planning? Or in laymen’s speak – we can transfer your UK pension! Call today and ask us how!

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  • Ocean 98.5 Radiothon for BCCHF

    Dale and Kelsi took part in this year’s Radiothon in support of BC Children’s Hospital Foundation. Prosperity’s hour raised $1640 and the telethon raised a total of $182,199 for the kids!

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  • Jeans Day!

    The ladies of Prosperity Planning took part in Jeans Day for the kids, raising awareness for BC Children’s Hospital!

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  • Women in Hats Tea

    Prosperity Planning, along with some other great ladies from the West Shore,¬†took place in the Women in Hats Tea at Royal Roads University. The tea was in support of prevention of violence against women, and a fitting day to celebrate the strength of women on …

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  • Festival of Trees at the Empress

    Prosperity Planning is thrilled to present you with our tree in this year’s BC Children’s Hospital Festival of Trees at the Empress Hotel. The team worked hard at creating a beautiful tree. Come by and check out all of the amazing trees and vote for …

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  • Vancouver Island Green Business Certification!

    Prosperity Planning is pleased to announce we are a Gold Member of the Vancouver Island Gold Building Certification Program. We are committed to lowering our carbon footprint and being aware of our environmental impact!  

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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.