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SECURE YOUR FINANCIAL FUTURE

Fee For Service Financial Planning for Canadians from Coast to Coast

YOU'VE WORKED HARD TO BUILD YOUR FUTURE

Dedicated to pre-retiree and retiree planning and supporting individuals who built up their assets and want a better understanding of how and when they can retire, our team focuses on easing your mind and creating a financial plan or being your point of contact with partnered portfolio managers. Parallel Wealth helps clients save, invest and manage their money wisely so they can achieve their financial goals and feel confident about the future.

OUR SERVICES

 Investment Management


Partnering with investment firms across Canada to provide secure and consistent investment options that outperform the markets. Our team at Parallel Wealth puts you and your assets at the forefront of all our decisions. Our firm's fees are minimal so you receive the most from your investments. We have a minimum asset base of $500,000 set by the firms we partner with to fast track your retirement. 

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 Financial Planning


Recognizing that many Canadians enjoy the ability to invest their own assets, but still could use the advise from a financial planner, the team at Parallel Wealth offers complete pre-retirement budgeting and retirement planning using detailed software and professional support through understanding when and how you can retire comfortably. Find reassurance in a plan that won't let you down.

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Education Platforms


At Parallel Wealth, we recognize the need to educate Canada on the importance of personal finance and planning for the future. Adam Bornn has been providing resources through the Parallel Wealth YouTube channel and the firm has launched both a monthly membership and Masterclass program to support Canadians on their journey to financial soundness and security. Download our free E-Book today.

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"Parallel Wealth has always provided our family with exceptional service. Their advice is always based on empathy; they can be trusted to have your best interest."

Danielle M.
Custom Home Builder

Partners & Affiliates

Providing you an independent approach to planning

A Team Dedicated to All Your Retirement Needs

The transition to retirement is difficult - both financially and emotionally. Our team has the experience of walking hundreds of Canadians into retirement and we have the tools and knowledge to make the transition smooth and enjoyable - as it should be! Our financial planners across the country are ready to help you with your retirement plan. Contact us today.

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