Owner / Certified Financial Planner - Prosperity Planning | Mutual Fund Representative - Worldsource Financial Management Inc.
Dale Collins has been working in the financial services industry since 1996 and started her own practice in 2005. She is the owner of Prosperity Planning in Victoria, British Columbia.
Courtney Castledine, CHS, QAFP™
Qualified Associate Financial Planner. Certified Health Insurance Specialist - Prosperity Planning | Mutual Fund Representative - Worldsource Financial Management Inc.
Born and raised in Victoria, BC, Courtney joined Prosperity Planning in 2013. In 2016, Courtney obtained her insurance license and in 2018 she became a CHS (Certified Health Insurance Specialist). She is focused on growing her individual and group benefits business. In 2018 Courtney earned her Branch Managers Certification, and in 2022 Courtney completed her QAFP designation (Qualified Associate Financial Planner).
Courtney is enthusiastic, friendly, and has a fresh approach to client interactions and her involvement in charitable initiatives throughout the community.
Courtney has travelled extensively, most notably through Asia and Europe, and spent a year teaching in China. Aside from travelling, when Courtney is away from the office she and her husband Michael and son Emmett enjoy any activities involving the outdoors.
Client Services Coordinator
Jodi is our client services coordinator who has been working in the financial services industry since 1989. She is always happy to greet our clients in person and on the phone, and takes care of booking and preparing for Dale’s meetings. She also supports our group benefit employees with their inquiries and claims, as well as provides plan administrator assistance.
When not at work you may find Jodi traveling to sporting events with her very active teenage sons and partner, or enjoying time with family at Cowichan or Shawnigan Lake.
Tahnee joined Prosperity Planning in 2019 as an Administrative Assistant, having worked in the financial services industry for over 15 years.
Raised in Victoria, BC, Tahnee and her family have settled in the Westshore.
“I love the sense of community in the Westshore, it’s grown and changed so much over the years”
In her free time, Tahnee enjoys cooking, crafting and getting outside with her boys. If you’re lucky, she might give you some tips on baking amazing bread!