Get Started

Financial planning is all about you. No matter your age or financial position, now is a good time to start getting your financial life in order.

  • Your money personality
  • Your financial readiness
  • Your six-step financial process
  • Your level of preparedness for retirement

Financial planning is a life-long process and a skill. Set reasonable expectations for yourself. Start slowly, accomplish one thing at a time and build a solid financial future, one step at a time.

Whether you want to start a financial plan, or are seeking information on specific topics, ProsperiGuide can help.

Sign up for a ProsperiGuide account, tell us what you are looking for and we’ll create an action plan, just for you:

  • My Action Plan: Prioritize your action plan items and track your progress
  • My Worksheets:  Pre-selected tools for your planning needs
  • My Tax Tables: Your provincial or territorial income tax tables for making tax-related decisions

Alternatively, if you are only looking for a general overview today, go to Financial Plan-in-a-Box, a one-stop location for:

  • Creating a financial plan
  • Locating planning worksheets, checklists and calculators
  • Identifying planning gaps and action steps

Take a tour to see what a ProsperiGuide account can do for you:

  • How to get the most value out of your account
  • What’s inside each tab on the left sidebar
  • How to use key features
Take a look inside