Dale Collins

At Prosperity Planning, we are a team of caring, dedicated, and expert financial planners who specialize in providing a wide range of financial planning services to help our clients achieve their personal and professional goals. Our mission is to empower individuals, families, and businesses to make informed decisions about their financial well-being, ensuring a secure and prosperous future.

Our Services

We offer a comprehensive suite of financial planning services designed to help our clients navigate the complexities of personal finance and achieve their objectives. Our services include:

Investment Planning

Our investment planning process is designed to help our clients align their financial goals with their investment resources. We take the time to understand our clients' risk tolerance, financial objectives, and investment goals, and develop personalized investment strategies to help them achieve their desired outcomes.

Retirement Planning

Our retirement planning services are tailored to help our clients determine their retirement income goals and develop strategies to achieve those goals. We take into account our clients' current financial situation, future financial projections, and investment goals to ensure a comfortable and secure retirement.

Insurance Planning

We understand that unexpected events can occur, which is why we offer comprehensive insurance planning services to help our clients protect themselves, their loved ones, their homes, their assets, or their businesses against unexpected events. We help our clients identify their insurance needs and develop customized insurance plans to address those needs.

Mutual/Segregated Funds

We offer a range of mutual and segregated funds, which are investment vehicles that represent a collective pool of funds invested in various assets such as stocks, bonds, and other securities. These funds provide our clients with a diversified investment portfolio and the potential for long-term growth.

Estate/Legacy Planning

Our estate and legacy planning services are designed to help our clients prepare for the future and ensure that their assets are transferred seamlessly to their loved ones. We help our clients develop estate plans that reflect their values, goals, and priorities, and ensure that their assets are protected and preserved for future generations.

Business Planning

As businesses grow and mature, it's essential to develop a comprehensive plan to ensure financial health and succession. Our business planning services are designed to help our clients achieve these goals, including strategic planning, cash flow management, and succession planning.

Women in Wealth

We are dedicated to supporting professional women within the wealth management industry, providing them with the tools and resources they need to succeed. Our Women in Wealth program is designed to empower women to take control of their financial futures and achieve their goals.

Community Giving

At Prosperity Planning, we recognize the importance of giving back to our communities. We support local charitable organizations and initiatives, and engage in community giving programs that reflect our values and commitment to making a positive impact.

Our Focus

At the heart of our approach is our focus on building strong relationships with our clients. We take the time to understand their goals, values, and priorities, and develop personalized financial plans that address their unique needs and objectives. We are passionate about helping our clients achieve their goals and enjoy a better quality of life.

Testimonials

We are proud to have built a reputation for excellence and commitment to our clients. Here are a few testimonials from satisfied clients:

• "I'm so thrilled I was introduced to Dale a year ago - she's warm, energetic, and 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." - 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." - 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." - David and Linda