ESTATE PLANNING
We help you plan for the future with a multi-step approach including will consultation.
BUSINESS SUCCESSION MATTERS
Our goal is to help you pass on your business to the next generation with the use of tax efficient intergenerational wealth transfer.
CORPORATE STATEGIC MATTERS
Let us guide you through a corporate roadmap that ensures the best for your business. This includes review of corporate agreements.
CORPORATE STRUCTURE REVIEW
We partner with your current accountant, review your structure, suggest changes, and ensure personal and corporate income tax minimization.
TAX EFFICIENT WEALTH MANAGEMENT
Our goal is to manage your money responsibily as if it was our own..
CREATIVE CORPORATE & PERSONAL INSURANCE SOLUTIONS
We help you plan to protect those around you and your business with our approach to personal, corporate, and group insurance.
About Us
Our Mission
Our mission is to create long-term harmony between family, business, and financial health. We use a team approach with current advisers to develop a broad understanding of affluent families and their businesses. We add value by simplifying your complex financial situation.
Our Approach
From your initial meeting, to our regular client reviews, we simplify the industry with easy to understand language and common sense advice. We are open and honest about fees and commissions and discuss this with clients regularly.
Our Ideal Client
Our ideal client values advice and recognizes the importance of good advice over the long-term. They have investable assets of $500,000 and above, are business owners and/or affluent families with complex needs.
Our Team
Jonathan Noel
Owner
Jonathan has been in the financial services industry since 2004. His main role and responsibility is working with clients one on one to develop personalized strategies that create long-term value.
Angela Baker, B. Comm.
Office Manager
Angela joined Prosperity Private Wealth in 2007 as an office manager. She has since completed her mutual fund license and life insurance license. She provides prompt client service and works closely with Jonathan and clients in all matters.
Janice Dobbin
Office Administrator
Janice Joined Prosperity in 2014 in the role of administrative assistant. She is the first point of contact for clients needs including transactions, and scheduling appointments.
Lynn Noel
Office Assistant
Lynn assists the office in coordination of events, travel, and administrative duties.
Contact Us
Mailing Address
42 Little Bay Road
P.O. Box 730
Springdale, NL
A0J 1T0
Email
info@prosperitywealth.ca
Phone
Office: 1-709-673-5550
Toll Free: 1-888-738-5600
Fax
1-709-673-2163