Owner / Certified Financial Planner / Mutual Fund Representative
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.
Certified Financial Planner / Mutual Fund Representative
Megan is a skilled financial planner with over 30 years of experience. Megan achieved her Certified Financial Planner designation in 1999, and has been assisting clients in reaching their financial goals ever since. Megan has held the Elder Planning Counselor Certification since 2007, which helps her bring holistic financial planning to entire families. In 2014 she was awarded the Chartered Life Underwriters designation, having dedicated three years of studying advanced estate planning issues including the legal implications in planning for future generations.
Megan was the financial planner at the Shelbourne branch of Coast Capital Savings for ten years. She was promoted to Estate Planning Specialist for all the Island branches in 2009. She worked with families and business people to help them manage risk, earn money in the most efficient way, and maximize their legacies to family and charity. At Prosperity Planning, Megan continues to assist her clients with all their financial, insurance, retirement and estate planning needs, in her friendly, efficient manner.
“I have always loved my work and like to build trusting, long lasting relationships with my clients.”
Megan is married with three grown children. She has a love for travel, and spent two years living in Holland. She is an avid gardener, and practices yoga regularly.
As associate to Dale, Kelsi can do it all! She is actively taking new clients and if you have a question about your business with Dale, including life insurance or group benefits, Kelsi is the one who can find you the answer. She has enthusiasm for client service and a diverse background of knowledge and experience. Kelsi is a licensed life insurance advisor, and currently studying to obtain her mutual funds license.
Kelsi spends her time outside of the office with her husband Sam and actively volunteers for the BC Children’s Hospital Foundation.
Tracey is our Office Manager. After previously working as a Project Manager, followed by five years at home with her kids, Tracey brings exceptional organizational skills to the office. 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’s also the one keeping our website and social media pages up to date. Tracey is enthusiastic about Prosperity’s involvement with various charities and in the community.
Outside of the office you’ll find Tracey kept busy with her husband Jordan, their daughter, and twin boys. Tracey also enjoys writing, as well as advocating for Cerebral Palsy and disability awareness.
Life and Living Benefits Adviser / Mutual Fund Representative
Courtney is the most recent adviser to join Prosperity Planning after working in the financial and service industries for the past 7 years. In 2016, Courtney obtained her Mutual Fund and Insurance licenses and she is focussed on growing her individual and Group Benefits business. She is currently working on her CFP and CHS (Certified Health Specialist) designations. Courtney is enthusiastic, friendly, and has a fresh approach to client interactions and her involvement in charitable initiatives throughout the community.
Courtney has traveled extensively, most notably through Asia and Europe, and spent a year teaching in China. Aside from traveling, when Courtney is away from the office she enjoys any activities involving the outdoors – particularly hiking, climbing, and surfing.
Client Services Coordinator
Jodi is our client services coordinator who 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 sons and partner, or enjoying time with family at Cowichan or Shawnigan Lake.