Get started on your financial wellness journey by getting a FREE financial roadmap from one of our advisors. Click here to receive a sample plan.
Easy-to-use online tools
Put your life into perspective with holistic planning tools based on your needs and goals.
Real advice from real people
Access personalized advice from a team of Prospr advisors on your time.
See how you're doing, all in one place
- Health Insurance
- Wellness
- Protection
- Life Insurance
- Wealth
- Budget
Step 1
Sign Up
Answer a few simple questions about you and your household finances.
Step 2
Set goals
Set your financial, wellness, and protection goals. We will provide recommendations for how to achieve them.
Step 3
Partner with your Prospr advisor team
Connect with our team of virtual advisors who can answer your questions about how to build a plan that will help you achieve your goals.
Step 4
Track your progress across your goals
Track your progress and review your plan right from your Prospr dashboard.
We're in this together
Collaborate with your Prospr advisor team and discover ways to help you get on the right path.
No hidden fees
How much life insurance should I have?
Let’s talk about what the right coverage amount is given your financial position and your family’s needs.
No hidden fees
When can I afford a home?
“Let's break down what debt service coverage ratio is, and why it matters.”
No hidden fees
Who should I include in my will?
“Your loved ones would be a good place to start!”
No hidden fees
What's the difference between a financial roadmap and a budget?
“A financial roadmap is a detailed analysis of your financial situation. A budget is more about managing your day-to-day finances.”
These are examples only. Talk to a Prospr advisor to build your personalized roadmap.
"I had creditor protection for my mortgage with the bank before I found out about Prospr's mortgage protection insurance solution. When I switched to Prospr I was able to cover me and my family and save thousands of dollars too. I love it!"
- Allana, Vancouver, BC
“Timbo was an AMAZING advisor – he took a real interest in our family and overall financial picture, helping us make sure we’re set for our goal of early retirement.”
- Erha, Kitchener, ON
“This is such a great deal. I get 1:1 advisor coaching, a detailed financial roadmap, and discounts on some incredible partner services, all by signing up for a free account. I love it.”
-Derek, Vancouver, BC
“As someone who is not familiar with numbers, it’s easy for me to work out how much I should save for retirement on the platform. Also, the questions are easy to understand.”
-Béatrice, Montréal, Québec
Insights from Prospr
A curated library of articles to help you on your Prospr journey.
Frequently asked questions
Prospr helps you achieve financial, protection and health goals. With Prospr, you’re not just investing in the possibility of a healthier financial future, but also in a thoughtful approach to your life’s journey. Because your financial wellness affects more than just your wallet: it affects your future aspirations, the well-being of you and your loved ones and your physical and mental health.
Prospr was designed to help you achieve your financial goals with easy-to-use online tools and knowledgeable, salaried advisors.
When you sign up with Prospr, you get access to a completely personalized dashboard that will help you:
- Track your personal and financial goals.
- Get a complimentary plan for your financial goals.
- Adjust your goals whenever you need to (we get it, life happens!).
- Chat with advisors through virtual video calls, email and phone.
- Access holistic advice for your biggest life hurdles, from saving for retirement through to planning for your family’s future.
With Prospr, we start by recognizing that your goals are unique to you. We do an assessment of your financial position and share personalized recommendations to help you get to where you want to be. Plus, you’re backed by an entire team of licensed advisors who put your goals first. They work for you to help manage your plans and reach your goals.
Your information is used to create personalized recommendations for your unique goals. Rest assured your information is always safe with us–it remains confidential and will not be shared with any third parties.
For more information, please visit our Privacy Policy.
The Prospr team uses your information to create personalized recommendations for your unique situation. Your information is safe with us–it won’t be sold to other people.
You can schedule an appointment with an advisor through Appointments. Talk to one of our salaried advisors anytime between Monday to Friday, 8 am to 8 pm ET and Saturday, 10 am to 4 pm ET. You can choose between Zoom or a phone call.
Prospr by Sun Life™ is a business division and trade name of Sun Life Financial Distributors (Canada) Inc. and Sun Life Financial Investment Services (Canada) Inc. Insurance products are distributed through Sun Life Financial Distributors (Canada) Inc. Mutual funds are distributed through Sun Life Financial Investment Services (Canada) Inc.
Prospr by Sun Life™ is a trademark of Sun Life Assurance Company of Canada. © Sun Life Assurance Company of Canada. All rights reserved.
© Sun Life Assurance Company of Canada. All rights reserved.