We’re invested in elevating your financial future.

WELCOME TO PROSPERITY PLANNING

We're more than just advisors and financial planners; we’re partners. With our personalized approach, your unique goals become our shared mission.

SEE HOW WE CAN WORK TOGETHER ›
SEE HOW WE CAN WORK TOGETHER ›

Let’s face it, money is personal. 

Whether it’s a source of joy, or stress, our relationship with it has a big impact on our daily lives. 

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.

MEET THE PROSPERITY PLANNING TEAM ›
MEET THE PROSPERITY PLANNING TEAM ›

You know where you want to go, and we know how to get you there.

YOUR SUCCESS TRULY MATTERS

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.

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.

GET IN TOUCH WITH US ›
GET IN TOUCH WITH US ›

Navigating tomorrow, today, with professional insights and personalized solutions.

WHAT WE SPECIALIZE IN

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.

Investment Planning

Estate/Legacy Planning

Insurance Planning

Segregated Funds

Mutual Funds

Retirement Planning

Community Giving

Women in Wealth

Business Planning

LEARN MORE ABOUT OUR SERVICES ›
LEARN MORE ABOUT OUR SERVICES ›

& More

WHAT OUR CLIENTS HAVE TO SAY

  • “I’m so thrilled I was introduced to Dale a year ago – she’s warm, energetic & incredibly knowledgeable. The rest of her team seems to be a direct reflection of these qualities. I’m excited about my family’s financial future now that we are with Prosperity Planning; I feel like I can see the bigger picture.”

    CLIENT, DANIELLE

  • “I can’t thank you enough for all the time, advice and support you have given me through my illness. I could not have managed the information flow required to open my disability claim nor the ongoing information required. Thank you again for your many years of managing my family’s financial future.”

    Client, DONNA

  • “Dale has helped us with our finances, our RRSPs, and given us peace of mind for over a decade. We have total confidence in Dale and her team. Dale has a heart of gold and a very open and friendly personality. Dale and her team are very professional and very effective. We recommend them to everyone we know.”

    CLIENTS, DAVID & LINDA

Dale Collins & 
Courtney Castledine

MEET OUR PARTNERS,

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.

Since 2013, we have been working closely as a mother-daughter team.

Learn more about our team ›
Learn more about our team ›

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.