What to expect from your first meeting with a Prospr advisor

How do you contact a Prospr advisor?

Prospr is entirely virtual. To speak or meet with one of our advisors, you can: 

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

There’s a whole team of people ready to help you. 

What can you bring to your first meeting with an advisor?

Ok, so you’ve booked your first meeting. Now what? What do you bring to that meeting? 

1. Your goals. 

It’s all about you and what you want to achieve. Once you determine your goals, a Prospr advisor can recommend steps to help you reach them. (That’s called your financial roadmap and here’s why you want it.)

Not too sure what your goals are? To get started, here are some questions to ask yourself:

• What do you want in the short-, medium- and long-term? (e.g. a big purchase, education, retirement, etc.)
• Does anyone depend on you financially? 
• Are you thinking about changing careers?
• Are you planning to buy a house? 
• Do you want to build up your emergency fund? 
• Do you want to go back to school? 

2. Your financial documents or information.  

Get your file folders, your shoe box or whatever you use to store your financial documents. If you’ve got them, try to find your:

• work benefits information,
• investments statements,
• insurance policies,
• mortgage information, and
• any other financial info you think might be useful.

It's also a great idea to share how much debt you have and what your monthly payments are. Advisors will keep all your information confidential. 

And the more info you can share, the better the advice we can give you. But don’t worry if you don’t have all this information on hand. We can still help you get started. 

What to expect at the first meeting and after?

Your first meeting with an advisor is all about you. It's your chance to share your goals and let the advisor know why you want advice. Come with your questions and take advantage of their expertise. If you have a partner, bring them too.

Of course, your advisor will have questions too. By understanding your needs and goals, they can give you advice and recommendations that work for you. They may share those recommendations right away, or if your situation is complex, book another meeting to keep digging into it. 

If you’ve completed Prospr’s online Quick Assessment, a Prospr advisor can use what you’ve provided to better understand your situation. Haven’t done the quick assessment? No problem! An advisor can still help you and provide recommendations.

Ready to start choosing insurance and investment products? A Prospr advisor can walk you through what to expect for the application and buying process.

Does meeting with an advisor cost money? How do advisors get paid?

Your meetings with an advisor are always free. Prospr advisors are salaried, Sun Life employees. 

You can talk to one of our advisors anytime between Monday to Friday, 8 am to 8 pm ET and Saturday, 10 am to 4 pm ET. Ready to get started? Contact us today!