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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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Go, Canada, Go!
Wishing all of our athletes a successful (and fun!) time at Sochi!
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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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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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Latest News
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.