Our Firm
Focused on tax, retirement, estate and financial planning for Canadians Coast to Coast.
CONTACT USOURÂ STORY
WHAT WE OFFER &Â HOW IT 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.
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®).Â
We take a different approach than most financial planning firms, in that we only do the planning. We know our strength and stick to it, and if there are other needs like investments, we have firms we have partnered with to help our clients. By staying in our lane our clients get the expertise they deserve and the details that are needed to build an optimal retirement plan.Â
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.Â
A Firm Standing By and Founded On Our Name
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Parallel Wealth helps clients build a tax efficient plan as they prepare for and transition into retirement.Â
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.
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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.
