Author Archive for: ‘Tracey’

  • Jeneece Place Rocking Horse

    A very generous client gave this beautiful, hand-made wooden rocking horse to us, with the intention that we give it to someone who would appreciate it. Rather than share it with one individual family, Tracey immediately thought of Children’s Health Foundation of Vancouver Island’s Jeneece …

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  • Flavour of Chocolate

    On April 23, Prosperity Planning was one of the Sponsors of the Flavour of Chocolate event at Bear Mountain. The event is an annual fundraising gala for the Soroptomist Society benefitting Women and Families. Guests enjoyed chocolate-themed dishes prepared by competing chefs, all while supporting …

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  • Ocean 98.5 Radiothon

    Once again, Prosperity participated in the Ocean 98.5 Radiothon benefitting BC Children’s Hospital. We sponsored a Miracle Hour where the team answered phones and took donations, and Kelsi did an on air interview talking about her experience with the hospital. What a great cause to …

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  • Gold Environmental Certification – 2016

    Prosperity Planning is proud to announce that once again we have been certified GOLD by the Vancouver Island Green Business Certification.

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  • Pink Shirt Day 2016

    Definitely no bullying in this workplace! We support Pink Shirt Day today, and anti-bullying every day!

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  • Goldstream Foodbank

    In addition to the charitable contributions Prosperity Planning makes throughout the year, Dale always makes a donation to the Goldstream Foodbank during the holiday season. A donation makes a huge difference to those in need in the Westshore.  We at Prosperity feel very fortunate and are …

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  • Festival of Trees 2015

    This year Prosperity is honoured to have participated once again the the BC Children’s Hospital Festival of Trees. Although the venue changed this year, from the Empress to the Bay Centre due to renovations at the Empress, the end result was equally as lovely. The …

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  • Live Long and Prosper!

    Happy Halloween! Live long and prosper – with Prosperity Planning!

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  • Consumer Protection For Those Seeking Financial Planning

    This month, you have a chance to speak up on an issue that is close to my heart, and affects all Canadians—better protections for those seeking financial planning. The need for unbiased financial planning advice has never been stronger. But in Canada (except for Quebec), …

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  • Changes to Old Age Security

    Did you know there are changes coming to Old Age Security, increasing the age of eligibility from age 65 to 67? Starting in April 2023, the age of eligibility will gradually increase: from 65 to 67 for the Old Age Security (OAS) pension and the Guaranteed …

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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.