Prosperity Planning is a female-owned and operated financial planning firm serving the WestShore community since 2005. Led by Certified Financial Planners Dale Collins and Courtney Castledine, the firm specializes in holistic financial planning with a focus on tax-efficient investing for self-employed and incorporated business owners, as well as succession and estate planning strategies.
Prosperity Planning is proud to support entrepreneurs, professionals, and multi-generational families with clear, customized advice that evolves as life and business do. With deep roots in the WestShore, the team is committed to giving back and staying actively involved in the community they call home.
To learn more or book a complimentary consultation, the office can be reached at (250) 818-2616.
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