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Why a Group RRSP with Parallel Wealth

 

Because we focus on your employees - which is why you implemented the plan in the first place.

We help build financial plans, give resources like our Masterclass and monthly membership as well as open our doors to 1 on 1 reviews and meetings.

We want to help you retain your top employees at NO COST to you - let's partner together to make that happen.

The website below is a sample of what your company would receive on top of what you already get from your advisor.  Contact us for more details.

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Parallel Wealth

Welcome to your Group RRSP 

This portal gives you access to financial planning tools to help better equip you to make the best financial decision for yourself and your loved ones.

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All The Tools You Need To Build A Successful

 Financial Plan

Below are 3 benefits to help you build your financial knowledge.

We have built a vault of videos, written content and downloads to help you succeed in your financial planning. All easily accessible to our clients within the group RRSP program.

Complete Financial 

Masterclass 

Providing you Financial Literacy around all things Financial, Retirement, Tax and Estate Planning.

Our Masterclass will equip you with all the information needed around building a solid and complete financial plan.  

14 Training Modules with over 100 videos, content and downloads this course will get you on track to financial freedom.

We sell this course to the public for $499, but it's absolutely FREE to our clients!

12 Modules Covering:

  1. Financial Literacy
  2. Life Stages of a Financial Plan
  3. What is a Financial Plan
  4. Income Protection
  5. Retirement Planning
  6. Estate Planning
  7. Pension Plans
  8. Hiring an Advisor
  9. Taxes in Canada
  10. Planning for Specific Life Events
  11. Mortgages
  12. Real Estate
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Easy Access

YouTube Content

Join our growing group of YouTube followers and learn something new each week.

We post educational content to YouTube 2-3 times weekly. Our content covers everything from Financial, Retirement, Estate and Tax Planning. Touching on areas any Canadian will recognize as important for financial freedom.

We welcome your ideas for future videos - please email us at [email protected]

We will also be hosting YouTube Live Q&A where you can come online to ask us your questions.  

We will touch base with future dates on these events.

 

 

 

 

 

 

 

 

 

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On The Go!

Access all of our courses and educational content through the app. Never before so convenient to educate yourself and loved ones on financial literacy and retirement planning.

Your Group RRSP Plan Summary

All Group RRSP information specific to your plan will be easily accessed from this page including:

  • highlights
  • matching
  • benefits
  • fees
  • investment options
  • support