ProsperWise Advisors

I’m a financial planner, and I'll help you conquer financial challenges and obstacles on the path to prosperity.

Founder

Starbucks

I sold coffee, and led teams that sold coffee.

Store Manager

FedEx Express Canada

I moved boxes, and led teams that moved boxes.

Operations Manager

3-time Ironman with Guidance to Boost Performance, Productivity, and Profits. | Financial security advisor for incorporated professionals and business owners in Canada.

Hi, I'm Rolf
3x Ironman, Avid Downhill Skier and Cyclist

I understand that your financial journey is just that – yours. Whether you're a startup founder with big dreams or a driven young professional climbing the ladder, I'm here to be your guide.

I believe that financial knowledge is power. Think of me as your personal CFO, ready to empower you with the tools and strategies you need to thrive. My goal is to help you ditch financial stress, make smart choices, and design the future you want.

With nearly two decades of experience, I get the challenges and aspirations unique to this generation. Let's work together to break down barriers, reach your goals, and create a life of true financial confidence.

If you're ready to take the wheel on your financial future, schedule a consultation today. Let's unlock your potential and build the life you envision.

Rolf Issler, BMgt

American Apparel & Footwear Association (AAFA)

Senior Vice President of Finance and Administration

Vice President Finance

Accounting Manager

Trout Unlimited

TROUT UNLIMITED, INC, Arlington, VA, 05/2016 – 05/2018
Responsible for all accounting function of a non-profit with budget of $45M and over $10M in federal revenue 
Controller
Supervise a team of 4 staff in performing all accounting and some payroll functions of the organization. Prepare monthly organization financial statements and various grant reports. Prepare organization for A-133 audits. Prepare schedules for annual 990 tax filing and annual corporate filings in states where the organization does business. Assist in preparation of annual budget for close to 700 grant-funded projects.
Key Contributions:
•	Took over department with very little background information due to turnover of both CFO and Controller at the same time.
•	Developed standard procedures for the accounting department.
•	Participated in implementation of new reporting software and created reporting templates.

Controller

Raffa, PC

Prepare monthly financial statements and account reconciliations. Prepare organizations for audit, including A-133 audits. Prepare grant reports for government and foundation grants. Supervise various staff assigned to engagements. Process semi-monthly payroll for one client. Serve as interim accountant for organizations during transition periods. Assist organizations in research and reconciliations on accounts when they discover discrepancies. 
Key Contributions:
•	Taught CPE classes on various subjects, including Sage MIP software and 1099 preparation.
•	Specialize in temporary engagements requiring extensive research and reconciliations.
•	Prepared existing organization with history of audit findings by reconstructed prior year balances of their balance sheet accounts. Reconciled their inter-company payables/receivables and agreed them between entities. 
•	Caught up organization on cash account reconciliations in a high deposit volume environment. Redesigned deposit entry template and improved deposit entry procedures to limit user and data-entry errors.

Senior II - Managed Accounting Services

ExED

Communicate extensively with management on accounting operations, including Vice President of Finance and Chief Operating Officer. Contribute to budget development and expenditure monitoring. Monitor bank accounts and cash position, to include conducting account reconciliation. Generate monthly financial statements. Process semi-monthly payroll, coordinating with third-party processor to address issues. Manage audit preparation, serving as liaison to Auditors. Supervise three employees in accounts payable and accounting operations. Coordinate training for new employees and periodic training for all accounting staff. Prepare government and grant reports, as well as filing school /student reports.
Key Contributions:
•	Developed Access database to simplify payroll processing.
•	Reduced monthly re-work and errors by creating Excel spreadsheets.
•	Implemented new policies and procedures, as well as improving existing processes, including monthly account reconciliation, formal information requests to clients based on activity reviewed, and streamlined reporting for chartering agencies.

Wells Fargo Bank

Coordinated with internal departments and other branches to address customer issues. Maintained marketing material and disclosure documentation files. Prepared daily planning spreadsheets. Conducted sales training for five Tellers; compiled team / employee performance evaluations and submitted reports to management.
Key Contribution:
•	Created manual to clearly outline product and services for employees, as well as sales techniques.

Personal Banker

I am an accounting professional focused on non-profit organizations and associations. I possess excellent leadership, communication, analytical and technical skills with proficiency in accounting systems, with proven history of providing timely accounting reporting and other financial projects.
During the pandemic, I developed deep interest in time management and finding ways to manage lives better.
In spare time, I'm a proud marathoner and since 2021, an Ironman!

taplio

The Battle

Rolf Issler, BMgt

Agata Borradori, CPA

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