Category Archive for: ‘Your Finances’

  • 2018 RRSP Deadline – March 1 2019

    Just a friendly reminder that the RRSP deadline is March 1st 2019. If you are thinking about making a contribution for 2018, now is your chance. Call our office and book today: 250-818-2616

    Read More
  • BC Children’s Hospital Fun Run

    Happy Mother’s Day to all of the wonderful moms in our lives! Looking for something fun to do this afternoon? You could check out the BC Children’s Hospital Foundation Family Fun Day and 1k Fun Run today from 11-3 at the Delta Ocean Pointe. Prosperity …

    Read More
  • Pink Shirt Day 2017

    At Prosperity Planning, we support the #PinkShirtDay movement against bullying – today and every day!

    Read More
  • Holiday Office Hours

    Happy Holidays from all of us at Prosperity Planning! Our office will be closed as of this afternoon, December 23rd, until Wednesday December 28th. We will then close again from the afternoon of the 30th until Tuesday January 3rd. There will be limited staff here …

    Read More
  • Festival of Trees 2016

    BC Children’s Hospital Festival of Trees – Victoria is underway! This year, instead of a whimsical candy tree, we went for a classy, formal tree. Isn’t she beautiful!? Please, head down to the Bay Centre and check out all of this year’s beautiful trees. And …

    Read More
  • 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), …

    Read More
  • 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 …

    Read More
  • Quay Classic Golf Tournament

    Prosperity Planning is proudly sponsoring the Westshore Chamber of Commerce’s “Quay Classic” golf tournament, happening now at Olympic View Golf Course. If you stop by the 12th hole, you’ll be greeted by Kelsi and Tasha and some delicious golf-themed cupcakes. Keep your eye out for Dale on …

    Read More

    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!

    Read More
  • 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!  

    Read More
Page 1 of 41234»

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.