WELCOME TO PROSPERITY PLANNING
We’re invested in elevating your financial future.
We're more than just advisors and financial planners; we’re partners. With our personalized approach, your unique goals become our shared mission.
Let’s face it, money is personal.
Let's transform your financial journey into one of empowerment and fulfillment. With our personalized approach, we help our clients build wealth and confidence, ensuring that money becomes a source of freedom rather than stress.
Whether it’s a source of joy, or stress, our relationship with it has a big impact on our daily lives.
You know where you want to go, and we know how to get you there.
YOUR SUCCESS TRULY MATTERS
Here’s what we know to be true: having a team of certified financial planners in their lives means more guidance, security, and much less stress.
Our greatest satisfaction comes from seeing our clients reach their goals. This could be buying their first home, retiring comfortably, or creating an estate plan that ensures assets will be transferred seamlessly to their loved ones. We enjoy getting to know our clients on a personal and professional level.
WHAT WE SPECIALIZE IN
Navigating tomorrow, today, with professional insights and personalized solutions.
With a suite of tailored services and a wealth of knowledge, our strength lies in creating customized plans for each of our clients, in order to maximize what matters most.
Estate/Legacy Planning
Investment Planning
Retirement Planning
Business Planning
Insurance Planning
Women in Wealth
Mutual Funds
Community Giving
Segregated Funds
& More
WHAT OUR CLIENTS HAVE TO SAY
MEET OUR PARTNERS,
Dale Collins &
Courtney Castledine
Since 2013, we have been working closely as a mother-daughter team.
Being a multi-generational family business, our clients can be confident that their financial plans will not be interrupted by changes to their planning team. We’ve been working together for close to a decade, ensuring that every client has had the chance to work closely with both Dale and Courtney.
We put our money where our values are
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PARTNERING WITH YOU TO BUILD MORE WEALTH
Located in Victoria, BC, Prosperity Planning is a female-owned and operated financial planning and investment firm specializing in Investment Planning, Retirement Planning, Insurance Planning, Mutual or Segregated Funds, Business Planning, and Estate/Legacy Planning.
Let's set you on the path to financial success and make your money work for you.