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As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Adam has been providing independent financial planning advice to individuals, families and business owners since 2006. Adam spent the first 8 years of his professional career at two boutique financial planning firms in the lower mainland before opening Parallel Wealth.
What drives Adam each and every day is to make a positive impact on those around him. Adam strives to not just be the financial planner in the relationship, but the coach, quarterback and mentor. He takes the time to educate and inform. He will work to understand the risks, objectives and goals on an individual basis; every client is different and Adam works hard to customize each plan to suit their needs. By creating a plan that fits those specific needs, he can nurture the plan and relationship to help you reach financial independence. Adam was highlighted in Advisors Edge magazine for his innovative and forward-thinking solutions for his clients using Wealthsimple.
Adam spends his personal time with his wife Stephanie and 3 young children: Madelyn, Mason and Easton. In his limited spare time, you will find Adam on the golf course or building something in his shop. Adam also serves at Village Church and supports a variety of local charities and non-profits.
"I believe that listening and preparation are the most important qualities that a financial advisor can have. I will be intentional in asking the right questions in order to fully understanding every client’s individual "big picture." Only then can a holistic financial plan be tailored to the individual."
Dallas is a licensed advisor in British Columbia and is currently on the educational path to earning the Certified Financial Planner (CFP) designation. He places unequivocal value on the ability to offer 100% unbiased financial advice and planning to the family and small business markets. He sees value in collaboration and therefore regularly enlists Adam and Tammy at Parallel Wealth to ensure that every client receives the best possible service and value.
Dallas enjoys spending time with his wife, playing guitar, playing competitive sports, riding motorcycles and hunting with his father and brother. He prefers lakes to oceans, and dogs to cats. He currently volunteers as a guitarist for Village Church and formerly for the RCMP Langley detachment's Citizen's Patrol.
Tammy has been Adam Bornn's Administrative Assistant since April 2014, bringing over 16 years in administrative and customer service experience. Tammy joined the financial service industry for the unique opportunity to balance her career and family life with her husband and daughter. Tammy's role is to focus on the background aspect of the business such as client review preparation, applications and keeping track of all pending matters just to name a few. Tammy enjoys taking care of the details for Adam, maintaining strong client relationships and providing administrative support to all of our clients at Parallel Wealth.
Tammy was born and raised in Nova Scotia and now lives in Langley, British Columbia. She is married to Todd and they have a daughter Mackensey. She enjoys quality time with her family, working out, family vacations and bike riding.