Category Archive for: ‘Your Finances’

  • We’re Moving!

    We’re Moving! As of July 7, 2014 Prosperity Planning will have a new home! Our address will be 122-2871 Jacklin Road, Victoria, BC, V9B 0P3. We’ve been working long and hard on creating this new space and now it’s almost here! We’d like to thank …

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  • Ocean 98.5 Radiothon

    We couldn’t be more excited to be taking part in the Ocean 98.5 Radiothon for Kids! This event supports BC Children’s Hospital Foundation and is happening on May 1st and 2nd, 2014 at Hillside Shopping Centre! Over the 11 years this event has happened, $1.7 …

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  • Tax-Planning Tips

    Contribute to a Registered Retirement Savings Plan (RRSP) or spousal RRSP Contributions made to your RRSP or a spousal RRSP during the year, or within the first 60 days of the next calender year can be deducted from income (up to your contribution limit). For …

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  • Amazing Kids in our Community

    by Charla Huber – Goldstream News Gazette Kaelyn Abrahamson had a unique Christmas wish. The seven-year-old Colwood girl wanted to start a fundraiser, in fact she’d been asking her parents for a year if she could do it. “I just wanted to help people and get …

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  • March 3rd Deadline

    This year the RRSP Deadline is Monday, March 3rd 2014. That is fast approaching, so if you’re planning on making a deposit for this year please call or email our office to make an appointment.

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  • Happy New Year

    Wishing all of our clients and friends a very happy and prosperous New Year!

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  • Merry Christmas

    Merry Christmas from all of us at Prosperity Planning! We have made a donation to the Goldstream food bank this year.

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  • Movember

     This month is Movember Month, and we couldn’t be more excited here at Prosperity Planning. Throughout this whole month we will be updating our “Movember” Website with articles, photos and facts related to all things MEN. We have even commissioned our own Movember Man to …

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  • Welcome Megan Herlaar!

    Prosperity Planning is thrilled to welcome Megan Herlaar to our team. Megan will be joining us as a skilled Financial Advisor, bringing over thirty years of experience in the field. Megan achieved her financial planner designation in 1999, and has been assisting clients in reaching …

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  • Welcome Kelsi Langdon!

    We are delighted to announce the addition of Kelsi Langdon to our team at Prosperity Planning. Kelsi has spent several years in Victoria and Vancouver specializing in group benefits, and will make an excellent addition to our team. Kelsi is joining us as Group Benefits …

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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.