The Parallel Wealth Team
Certified 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 Financial Group. Now, he partners with those who have worked hard to save for retirement but are looking for a trusted fiduciary advisor to walk with into and throughout retirement.
Adam spends his personal time with his wife Stephanie and 4 young children: Madelyn, Mason, Easton and Everly. In his limited spare time, you’ll find Adam on the golf course or building something in his shop.
Certified Financial Planner
B. Eng Mgt, CFP®, CLU®
Brett began working in the financial industry in 2012, and was lucky enough to be mentored by financial planners from the start, which he soon learned was not always the case for many in the industry. Brett enjoys both the analytical aspect of planning, as well as the personal side of meeting with clients, and helping them make informed decisions that meet their goals.
Brett is a member of the Financial Planning Association of Canada, and currently chairs the Pro Bono Committee. Brett is a self-declared geek, and believes he has successfully passed on these traits to his two teenage kids, Keira and Jaren. His wife, Leigh, is nice enough to tolerate this.
Matthew works alongside Adam to create retirement, estate, and tax plans that benefit clients and their plans for the future. After completing his university degree with a specialization in financial planning, Matthew plans on continuing his education and financial planning certification to better serve Parallel Wealth clients.
In his personal time, Matthew is busy planning his wedding with fiancé Kaeli. When Matthew finds additional time on his hands, he enjoys golfing with friends and trying out various breweries and restaurants.
Client Services Manager
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.
Tammy was born and raised in Nova Scotia and now lives in Langley with her husband and daughter. She enjoys quality time with her family on vacations and hiking adventures.
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.
Stephanie was born and raised in Kelowna and now lives in Langley with her husband Adam and 4 kids. Stephanie enjoys little get aways with her family as well as exploring the outdoors.
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.