Parallel Wealth

Feel like you don't have time to get a handle on your finances? Confused about conflicting financial advice from others and wondering how to prepare for your retirement? A financial advisor can help you create a strategic plan to save and invest confidently in your future.

When you work with Parallel Wealth, we'll help you:

  • Discover your personal goals
  • Identify potential problems in your finances
  • Gain clarity with a customized plan
  • Implement a well-designed strategy to reach your goals
  • Review and revise your plan, when needed

You don’t have to feel anxious about your finances—reach out to one of our financial advisors today.

Our Services

Investment Planning

There’s more to your investments than a monthly RRSP contribution. Investment planning with a financial advisor takes your whole life into account in order to make the best decisions for your future.

Retirement and Estate Planning

Confident you’ve saved enough to last throughout your retirement? Our advisors can help you wisely allocate assets and plan your estate. Enjoy your well-deserved retirement with a detailed financial plan.

Insurance Planning

Have you prepared for life’s unexpected changes? The right insurance can protect your family’s future. Our insurance analysis can ensure your greatest risks are covered and advise on your next steps.

Group Retirement Savings

Are your employees tired of paying high fees on their group retirement plan? Or are you looking to implement a plan to attract and retain employees? Give us a call to explore your options.

Book a Free Call

"Parallel Wealth helped us set up a budget, manage our insurance needs and worked closely with our accountant to maximize our investments. The Parallel Wealth team is knowledgeable, accommodating and always available when we need changes or extra help."