You're driven to make a difference.
You excel in your career or business.
Managing your finances?
That's another story.
Investments, taxes, insurance – it's all so complicated. You're not sure where to start or if you're making the right decisions.
You're busy building your career or business. Who has time to stay on top of everything?
Deep down, you want your money to reflect your values. But are your finances truly supporting your goals and the impact you want to make?
You're not alone. Many professionals & founders have the same struggles.
It's time to stop feeling stressed and start feeling confident about your financial future.
Imagine this...
You wake up every morning with a clear sense of purpose, knowing your finances are working for you, not the other way around.
You're making a real difference in the world, both professionally and personally. Your wealth is a tool to amplify your impact and create a lasting legacy.
With ProsperWise Advisors, you can:
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Achieve true financial freedom. Build a secure future for yourself and your loved ones, knowing your finances are aligned with your long-term goals.
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Maximize your positive impact. Integrate your values into your financial plan and use your resources to support the causes you care about most.
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Enjoy lasting peace of mind. Confidently navigate life's complexities, knowing you have a trusted partner by your side.
Ready to experience the difference?
You Don't Have to Navigate This Alone
Hi, I'm Rolf Issler, your Personal CFO and founder of ProsperWise Advisors.
I know what it's like to juggle the demands of a successful career or business while trying to make a real difference in the world. And I also know how overwhelming it can feel to manage your finances on top of everything else.
That's why I founded ProsperWise Advisors. For over 20 years, I've been helping purpose-driven professionals and business owners just like you achieve financial clarity, build lasting wealth, and maximize their positive impact.
My background in strategic planning (BMgt, University of British Columbia) and my Chartered Life Underwriter (CLU) designation give me the expertise to develop a personalized roadmap for your financial success.
More importantly, I'm passionate about helping you align your finances with your values so you can achieve your goals and live a life of purpose.
Rolf worked with me to create an easy to use and systematic plan that really helps me manage my money and set realistic financial goals for myself.”
Widaad - Ontario
Values-Driven Planning, Tailored to You
We don't believe in one-size-fits-all solutions. Your financial plan should be as unique as you are.
We take the time to understand your values, your goals, and your vision for the future.
Here's how we work together:
Discovery
We start with an in-depth conversation to uncover your financial priorities and what truly matters to you.
Personalized
We craft a customized financial roadmap that aligns with your values and helps you achieve your goals.
Proactive
We're not just here when you need us; we're actively monitoring your progress and providing ongoing guidance.
Integrated
We offer comprehensive suite of services, from investment management to legacy planning, all under one roof.
How We Can Help
We offer a comprehensive range of services designed to support purpose-driven professionals and founders like you
Sudden Wealth Planning
Retirement Planning
Insurance Planning
Philanthropy
Business Succession
Estate Maximization
No matter where you are on your journey, we're here to provide the expertise and support you need to achieve your financial goals and live a life of purpose.
Don't take our word for it. Take theirs.
Don - West Kelowna, BC
“Rolf has been showing and helping me understand options that will help me now and for the future. On my own, I would not be as far ahead as I am now.”
Irene - Lake Country, BC
“Rolf, I can’t tell you how much Bryan and I appreciate you. We trust you and your honesty is so valuable in making us feel comfortable and included in the decision making process.
Gina - Kelowna, BC
“Rolf makes planning for your current and financial future a breeze. He is able to explain (in plain English!) how things work like investing, life insurance policies, tax-free savings etc…"
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Download the guide and start planning 2025 and beyond