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Our Mission

 

The foundation of everything we do.

CONTACT US

Our Mission

Guiding Canadians on their unique retirement journey with expert planning and educational resources, delivering clear and personalized support.

Our Vision

To be the leader in retirement planning and financial education across Canada, where individuals nearing retirement have access to clear, unbiased, and personalized guidance. We are committed to an ideal where education and transparency are the benchmark for retirement planning, ensuring the long-tern financial well-being of Canadians.

A 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 STORY

 

WHERE IT

ALL STARTED

Our journey began in 2006 when Adam Bornn started building a clientele in the Lower Mainland of British Columbia. By 2014, we rebranded to Parallel Wealth, expanding our reach and services across Canada. Today, we proudly serve clients coast to coast with hubs in Greater Vancouver, Calgary, and Greater Toronto areas. We have clients located in every province and territory across Canada.

WHAT WE

OFFER

We take a unique approach by focusing solely on financial planning, unlike other firms. We know our strengths and stick to them, partnering with investment firms for our clients' investment needs. This focus allows us to provide the expertise and attention to detail necessary to create optimal retirement plans.

All of our advisors are Certified Financial Planners (CFP®), with many also holding specialized credentials such as Chartered Life Underwriter (CLU®) and Chartered Investment Manager (CIM®). 

Our unique approach allows us to deliver tailored retirement and estate planning solutions, while our strategic partnerships with discretionary Portfolio Managers enable us to provide robust investment management services to our clients. This collaboration allows us to concentrate on our core strengths:

  • Crafting detailed retirement and estate plans, including efficient retirement drawdown strategies
  • Benchmarking and holding portfolio managers accountable to achieve optimal investment results
  • Clear and direct alignment between your retirement plan and investment solution

With a commitment to excellence, Parallel Wealth is dedicated to helping you navigate your financial future with confidence. 

We Believe in Supporting our Community

 

Supporting our community is a core part of who we are. A portion of our revenue is intentionally set aside to support local and global initiatives that create meaningful, long-term impact. We believe financial success is most powerful when it helps strengthen the communities we’re part of and contributes to positive change beyond our own walls.