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We've received your information. A Prospr advisor will reach out to you within the next 3 business days to set up an appointment.
Here’s what you can expect at your first meeting:
No matter where you’re at, you’re ready to Prospr. Your first meeting with an advisor is all about you. It's your chance to share your goals and let the advisor know why you want advice. A Prospr advisor will help you assess your situation and, best of all, give you personalized recommendations on what steps to take next.
What to bring to your first meeting:
- A general idea of your goals, or where you see yourself in 5 or 10 years.
- Financial statements – benefits statements, insurance policies, savings accounts like RRSPs and TFSAs, etc.
- Your spending habits and debts, such as credit cards or mortgages
- A list of questions you are looking for an advisor to answer.