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We Care About Your Retirement

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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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.

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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! 

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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. Our team 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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FREE GIFT

Access Our Are You Retirement Ready? E-Book Now

We highlight areas of your retirement that may need attention to ensure the next 35+ years of life become effortless.

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OUR RESOURCES

The Complete Package

Take control of your financial future with these comprehensive tools.

Resource Guide

Providing all the information in one place to prepare you for retirement.

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Budget Guide

A calculator to help manage your spending and maximize savings now.

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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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