Rolf Issler, BMGT - ProsperWise Advisors

I'm Rolf, a Kelowna-based advisor with nearly two decades of experience guiding individuals and business owners toward financial clarity and confidence. My passion lies in empowering my clients to make informed decisions, minimize their tax burden, protect their wealth, and achieve their financial dreams.

My journey into the world of finance began with a desire to help others understand money. This led me to pursue a career in financial planning, where I've had the privilege of helping hundreds of clients navigate life's transitions, build successful businesses, and secure their financial futures.

I believe that everyone deserves a personalized financial roadmap, tailored to their unique goals and aspirations. That's why I take a client-centric approach, taking the time to understand your individual needs and develop strategies that align with your values.

My areas of expertise include:

Tax Minimization Strategies: Helping you keep more of your hard-earned money through proactive tax planning.
Wealth Management & Protection: Guiding you through investment decisions, retirement planning, and estate planning to protect and grow your wealth.
Business Succession Planning: Assisting business owners in creating a smooth transition plan for their business and their family's financial future.
The Infinite Banking Concept: Leveraging this powerful strategy to build wealth, create tax-efficient cash flow, and achieve financial independence.

I'm committed to building long-term relationships with my clients, providing ongoing support and guidance as your needs evolve. My goal is to empower you to take control of your finances, achieve peace of mind, and live the life you've always envisioned.

Ready to start your journey towards financial freedom? Connect with me today to schedule a complimentary consultation.