Secure Your Financial Future
Helping Canadians from Coast to Coast take control of their finances and creating the security and freedom they've been dreaming of. Our unbiased approach to financial planning removes any retirement uncertainties.
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Investment Management
Partnering with investment firms across Canada to provide secure and consistent investment options that meet your investment needs. Our team at Parallel Wealth puts you and your assets at the forefront of all our decisions. We believe investment management and financial planning are two separate and distinct jobs - yet most 'advisors' try to do both. Our clients get access to a professional money management firm as well as our office for financial, retirement, tax and estate planning - all for the same or less than what they are currently paying!
Financial Planning
Recognizing that many Canadians enjoy the ability to invest their own assets, but still could use the advise from a financial planner, our 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. Our goal with every financial plan is 3 fold - reduce taxes, increase after tax income and enhance the net estate.
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 multiple educational courses, including the Masterclass program, to support Canadians on their journey to financial soundness and security. Download our free E-Book today.
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We highlight areas of your retirement that may need attention to ensure the next 35+ years of life become effortless.
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Level Up Your Knowledge
Our personal finance collection has everything you need to better prepare and plan for your retirement future. With videos from our team and special guests, we've got it all.
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