Let’s start with the basics: What is Prospr? 

Prospr by Sun Life is actually two things: an online platform and a team of advisors. They combine forces to help turn your big life goals into little next steps you can take right away. 

Okay, so what does that mean exactly? It means you get access to an easy-to-use digital platform you can use to track your financial goals. And you also get access to advisors who can help you when you need it.

You can use the platform to:

  • track your net worth, spending and saving.
  • set your financial goals and then track your progress towards them.

You can use our resources to learn about:

  • life and critical illness insurance.
  • investing and growing your wealth.
  • different financial topics to figure out what works for you.

You can connect with our advisors to: 

  • get help on your goals.
  • get a financial roadmap to help plan your future.
  • purchase insurance or make investments.

Prospr is digital when you want it, and human when you need it. 

How does it work? 

So now that you know a little bit about what Prospr is, let’s look at how it works. How do you use it to make the most of it?

A great first step is to register for Prospr’s online platform. Then, set up your financial profile and see your net worth, assets and debts all in one place.

Once you’re set up, start exploring the platform and start filling in your goals. Setting your goals helps you know what you’re working toward and lets you track your progress. You’ll also get access to handy self-serve resources with info a extra info on the best way to reach those on how to reach your goals.

Let us do the work for you! Take our Quick Assessment as you register and we’ll automatically fill in your financial profile for you.  

Ready to buy insurance or looking to invest? A Prospr advisor can walk you through what to expect for the application and buying process. They can also help if you need advice before taking that next step. There’s no charge, and you can book your appointments in the platform, right from your financial profile.

Not sure what that next step is? A great place to start is with a financial roadmap. If you’re not sure what that is, we’ve got a detailed explanation here. It’s basically an action plan with things you can do right away to make progress toward your goals. Saving for retirement, trying to buy your first home or just starting out? A Prospr advisor can work with you to build a financial roadmap customized to your unique situation.

Why is Prospr different?

Life’s full of administrative tasks. Managing your budget, arranging your next dentist appointment, planning your next vacation or figuring out if you need life insurance – the list goes on. Sometimes, trying to get through everything at once can be tricky, even overwhelming.

While Prospr can’t help you keep the dentist at bay (sorry!), it can help you manage your financial life all in one place. Think of Prospr as your financial map. You can pull it out when you need it – anytime, anywhere you have internet connection – to see where you’re at and where you need to go.

But the Prospr compass also comes with its own navigator. If you’re not sure where to head next, Prospr advisors are here to help. That’s like DIY with the pros standing by.

What makes Prospr advisors so special?

Let’s say you’re getting yourself set up with Prospr by filling out your Quick Assessment and setting your goals. But then you get stuck wondering what the big picture really looks like with all this information.

Enter your friendly, real-life advisor. This isn’t just one person we’re talking about. It’s a whole team of people ready to help you take that next step. And Prospr is entirely virtual. To speak with one of our salaried advisors, simply:

  • give us a call,
  • book a virtual or phone appointment
  • email us.

How do you know if Prospr’s for you?

That’s easy. Prospr’s for you if you:

  • want to take control of your finances,
  • are looking for help taking control of your finances,
  • just want to get started,
  • aren’t sure how to get started,
  • are a DIYer, or
  • want to work with the support of an advisor.

And in case you’re wondering, it doesn’t cost anything to start working with a Prospr advisor. It’s not about what you have. It’s about what you build. So what are you waiting for? Register here to start using the platform. Or click the icon at the bottom of this page to connect with a Prospr advisor.

This article is meant to provide general information only. Sun Life Assurance Company of Canada does not provide legal, accounting, taxation, or other professional advice. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.