Our Firm
Tailored financial advice to help you thrive. Focused on wealth management and retirement planning at our core.
CONTACT USA Firm Standing By and Founded On Our Name
PARALLEL
We work in parallel with every client – our solutions are implemented personally before our clients to reassure success. Our team invests alongside our clients and we walk with them during the retirement building and implementation process, every step of the way.
WEALTH
Our goal is to help clients build wealth – the team creates solutions, we don’t sell products. This allows us to create unbiased plans to help our clients create a clear and precise plan around their financial needs and goals. Not only benefiting now, but future generations to come.
OUR JOURNEY
September 2006
Starting Off
Gaining the base knowledge of the financial planning industry, Adam Bornn began his journey in personal finance upon graduation from Trinity Western University. He pursued a career to build the financial security and growth of his clientele.
October 2014
Founding
Upon gaining 8 years' experience working at Wiffen Financial and Singer Olfert, Adam Bornn recognized there was room for growth within the financial planning industry and sought out to make that change by founding Parallel Wealth Financial Group.
July 2017
New Business Platform
Seeking out better investment options for Parallel Wealth clients, Adam chose to leave the mutual fund business. The team became solely focused on financial planning and began working with top investment firms in Canada to best serve their clients.
February 2018
Office Relocation
As the business grew, it was time to relocate the office within Langley, BC. This offered growth opportunities for Parallel Wealth moving forward. The new location provided a better place for meeting with clients and serving the community.
March 2021
YouTube and Restructure
During the global pandemic, Parallel Wealth recognized more than ever the need for financial education across Canada. YouTube was the best course of action and began growing rapidly. Seeing a need to align every aspect of the firm, restructuring Parallel Wealth ensued shortly after.
January 2024
Growing Team and New Location
Following the addition of planners and admin staff, Parallel Wealth has relocated to a new office within Langley, at the Latimer Village Business Hub. The office is optimized for team unity and client interactions. This marks a pivotal opportunity in our mission to better serve clients.
