Parallel Wealth Financial Group Inc.

We are very please with the service that was provided t us. Brett was outstanding to work with. The YouTube channel has been excellent. I wish I had found Parallel Wealth sooner. We highly recommend this service.Thank you, Rick and Louise Harrington.

Best financial and estate planning we have ever received. Only regret was that we didn't contact Adam and his team earlier prior to retiring. Still helped us tremendously at this point after five years of retirement. Highly recommend Adam and Parallel Team to everyone seeking the best advice out there in Canada. Greatly appreciate your professionalism. honesty, knowledge and fantastic assistance!!

Great people. Scheduled a call and Adam himself called and answered all of my questions. Bought the fee for service plan and Jon put together a clear plan for me, then called to go through it and made some adjustments on my request. Very Pleased with Parallel Wealth.BrianMontreal

These folks are TOP" notch .... This was my first time with them and I needed to get a solid retirement plan in place that I could set as my guidance for the next 3-4yrs before doing another sense check. They are awesome on how they deal with the client... Especially with their response to the client with tends to be a video file paired up with their product and or the clients questions. This definitely sets them above and beyond others. I now feel I have a comfortable retirement plan and my stress level has been reduced........ Thanks Brett"

Adam and his team conducted business professionally and presented a very comprehensive retirement plan for my family. I now have peace of mind knowing exactly how to enjoy my years ahead.

Fantastic experience with Adam and his teamGives me comfort that I’m following the right path Also would like to point out Brett was very detailed in explaining the plan

I found Parallel Wealth and Adam Bornn on YouTube and am so thankful I did. The service provided was exactly what my wife and I needed going into retirement. The detailed retirement plan has provided us an excellent indicator by year what we can spend while minimizing taxes. I have been reading many best selling Canadian retirement finance books and most recommend using an unbiased fee for service financial advisor for the decumulation stage of retirement, but recommend taking care when choosing. After much research we chose Parallel Wealth. Brett Martinson prepared a very detailed plan with next steps. We are completely satisfied with the plan. I would recommend Parallel Wealth to anyone to help validate or provide retirees a clear unbiased plan by year through retirement.

We highly recommend the team at Parallel Wealth to everyone as they approach retirement. We started by watching Adam's videos on YouTube. That clear, unbiased and invaluable information was perfectly complemented by the comprehensive and clear plan we received from Brett. The peace of mind the plan provides is invaluable. We can now enter retirement with confidence knowing that we have a great plan in place which maximizes our income and minimizes our tax bills. A huge thank you to Adam, Brett and all at Parallel Wealth.Ghanesh and Geraldine.

We had PW prepare a financial plan for us and they delivered in all respects. We appreciated their thourough but yet easy to understand approach to creating the plan. They also included great advice and additional information relevant to our financial needs. Brett was awesome to deal with. One of the best financial decisions we made.

I had been watching Adam's videos on YouTube and came to appreciate his approach to retirement planning. At the start I was wondering how them being remote would work, but I was very happy with the process and the output, especially the video call with Brett to walk through the plan. The deliverable documents are quite comprehensive, and the whole package gives me high confidence as I kick off retirement.