-
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.
Read More -
Happy New Year
Wishing all of our clients and friends a very happy and prosperous New Year!
Read More 
Merry Christmas
Merry Christmas from all of us at Prosperity Planning! We have made a donation to the Goldstream food bank this year.
Read More
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 …
Read More
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 …
Read More
9th Annual Chili Cookoff!
Can’t wait to see everyone there!
Read More
Asia and Mwanaisha
This is an amazing cause….
Read More
It’s in You to Give…
Proud to be a part of this organization!
Read More
Golf Tournament in support of BC Children’s Hospital
Had so much fun yesterday supporting BC Children’s Hospital at the Cowichan Golf & Country Club’s Golf Tournament!
Read More
(250) 818-2616
Latest News
Mutual Funds provided through Investia Financial Services Inc.
Insurance provided through Financial Horizons.
All services are provided through Prosperity Planning unless otherwise noted.