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]
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 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 began his career in financial planning upon completion of a bachelors degree specializing in finance and accounting early 2021. Prior to joining Parallel Wealth, Kyle was privileged to work with a boutique firm that mentored him into this growing passion to work alongside clients. Kyle has obtained his Qualified Associate Financial Planner™ designation and working towards his Certified Financial Planner® designation as well. His area of focus is ongoing client relations and insurance advising. Email Kyle at [email protected]
Matthew began his career in financial planning early 2021 after completing his bachelors degree specializing in this area. Upon helping hundreds of Canadians achieve their financial goals, Matthew pursued and achieved his Qualified Associate Financial Planner™ designation. He is currently working on obtaining his Certified Financial Planner® designation to better serve the Parallel Wealth clientele. His area of focus is ongoing client relations and plan implementation. Email Matthew at [email protected]
CFP®, CLU®, FMA®, CHS®
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]
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]
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.
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]
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.