Adam Bornn, CFP
Adam is a Certified Financial Planner (CFP) working with clients looking to build a financial, retirement and estate plan since 2006. He can help build a cash flow plan,optimize your savings and eventually, transition that plan towards a retirement plan that will provide a reliable income stream for life. Throughout the process, he ensures the estate plan is integrated into your overall financial plan to reduce taxes and make sure your estate gets passed according to your wishes.
Adam also works closely with companies on their retirement savings strategies to help his businesses attract and retain good employees. He separates himself in this space by offering one-on-one meetings with your employees to help with in all facets of their financial plan. He also uses different forms of technology to help connect with all employees at their various levels.
Adam spends his personal time with his wife Stephanie and 4 young children: Madelyn, Mason, Easton and Everly. In his limited spare time, you’ll find Adam on the golf course or building something in his shop. Adam serves at Village Church and supports a variety of local charities and nonprofits.
Adam helps clients invest and plan for retirement with minimum assets of $250,000.
Dallas is a licensed advisor in British Columbia and is currently on the educational path to earning the Certified Financial Planner (CFP) designation. Dallas works with those looking to build their retirement savings and protect their plan along the way. He specializes in income protection along with asset growth and protection. He will build out a financial plan for you around your budgeting, tax and lifestyle needs.
Dallas turns financial language into plain language. He creates a clear plan to helpyou reach your retirement goals and everything in between. With his partnership,you’ll have access to unbiased financial advice and avoid making wrong decisions along the way.
Dallas enjoys spending time with his wife and dog, playing guitar, competitive sports, riding motorcycles and hunting. He currently volunteers as a guitarist for Village Church and formerly for the Langley RCMP.
Dallas helps clients invest and plan for retirement with minimum assets of $50,000.
Tammy works with our clients to ensure their experience is second to none. She is the friendly voice you hear when you call the office and she will answer all your questions in a timely manner. Tammy also facilitates all client administrative requests. She keeps order at the office and is passionate about ensuring a high level client experience, engagement and communication.
Tammy was born and raised in Nova Scotia and now lives in Langley with her husband and daughter. She enjoys quality time with her family, working out, family vacations and hiking. If you need anything, Tammy is available! Email or call her today.
Stephanie works on social media and client marketing for Parallel Wealth. She works with the team to plan client events, newsletters and other ongoing touch points. Stephanie builds systems for the team to ensure the client experience is at the highest level possible.
Stephanie was born and raised in Kelowna and now lives in Langley with her husband Adam and 4 kids. Stephanie enjoys little get aways with her family as well as exploring the outdoors.