ABOUT
Prosperity Financial Solutions
EDUCATION
Certified Financial Planner (CFP)
Elder Planning Counselor (EPC)
Real Wealth Manager (RWM) with honours
Certified Health Insurance Specialist (CHS)
Canadian Securities Course (CSC) with honors
Joseph Wagner, CFP®, RWM™, CHS, EPC
Financial Advisor & Investment Representative
With a passion for listening and a genuine interest in your success, Joseph sets himself apart in the finance industry. By asking thoughtful questions and attentively listening, he ensures that your unique needs take center stage.
Joseph collaborates closely with his clients, creating personalized financial plans that pave the way towards achieving your goals. Whether you’re saving for a home, starting a family, funding your child’s education, running a business, or planning for retirement, Joseph is here to guide you.
Drawing on his expertise, Joseph simplifies complex financial concepts, empowering you to make informed decisions. Through ongoing review and adjustment, he helps you stay on track and adapt to life’s changes, ensuring financial independence and peace of mind.
Joseph’s commitment to professional development extends to his role as technology chair at the Advocis Banff School. He volunteers to keep financial professionals up to date with the latest strategies.
Let Joseph be your trusted partner on your financial journey. Contact him today for a consultation and take the first step toward a prosperous future.
