ADVISORY TEAM
Adam Bornn
CFP®, CLU®, BBA
Managing Partner | Financial Planner
Adam has been dedicated to clients looking to build financial, retirement, and estate plans since 2006. After gaining years of experience and his Certified Financial Planner® designation, Adam ventured out and founded Parallel Wealth. Now, he partners with those who have worked hard saving for retirement but are looking for a trusted planner to walk with into and through retirement. Email Adam at [email protected]
Brett Martinson
CFP®, CLU®, B. Eng Mgt
Manager | Financial Planner
Brett began work within the financial industry dating back to 2012, and was fortunate enough to be mentored by financial planners from the start, which he soon learned was not always the case for many others in the industry. Brett enjoys both the analytical aspect of financial planning, as well as the personal side of meeting with clients, and helping them make informed decisions that meet their personal and financial goals. Email Brett at [email protected]
Jon Kutney
CFP®, CIM®
Financial Planner
Jon began his financial industry career in 2012 with the goal of helping Canadians make informed financial decisions. He obtained his Certified Financial Planner® designation in 2016 and has a passion for wealth management and retirement strategies. He also holds the Chartered Investment Manager® designation and is committed to service excellence. With a keen focus on helping people achieve financial security, growth and peace of mind, Jon helps clients realize their vision of retirement. Email Jon at [email protected]
Kyle Martins
CFP®, BBA
Financial Planner
Kyle commenced his financial planning career after earning a bachelor's degree in finance and accounting early 2021. Before his time at Parallel Wealth, he gained valuable experience at another boutique firm, which furthered his growing interest for assisting clients. Kyle holds his Certified Financial Planner® designation, enabling him to offer enhanced planning services to Canadian retirees and pre-retirees. His expertise lies in maintaining client relationships and advising on insurance matters. Email Kyle at [email protected]
Matthew Dennis
CFP®, BBA
Financial Planner
Matthew began his career in financial planning at the beginning of 2021, after completing his bachelor’s degree that was specialized in personal finance. After assisting hundreds of Canadians in reaching their financial objectives, Matthew has earned his Certified Financial Planner® designation, enhancing his ability to serve the Parallel Wealth clientele effectively. His expertise lies in maintaining client relationships and implementing financial plans.
Email Matthew at [email protected]
Michael Barichello
CFP®, CLU®, FMA®, CHS®
Financial Planner
Michael is a financial services professional with over 20 years of experience as an advisor, manager and dedicated planner specializing with business owners. He has acquired his Certified Financial Planner® designation along with multiple other certifications to further his own education and abilities to assist clients. Michael’s passion for planning and educating shines through as he helps clients on their financial journey to and through retirement. Email Michael at [email protected]
OFFICE TEAM
Michelle Langereis
Admin & Client Services
With a background in marketing management, Michelle is passionate about providing a superior client experience to all who engage with Parallel Wealth. Michelle works with clients onboarding to PWFG and assists with various ongoing client needs and administrative tasks. Email Michelle at [email protected]
Tammy Beale
Admin & Client Services
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. Email Tammy at [email protected]
Stephanie Bornn
Marketing & Social Media
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.
You deserve a strategic financial plan.
Whether you’re just starting out as a young family, approaching your retirement or somewhere in between, Parallel Wealth can help.
