Parallel Wealth Financial Group Inc.

I was pleasantly surprised by the financial plan we received and the presenter, Jon, was very personalble and knowledgable about what he was talking about. To summarize, the plan (if it goes as presented) will give us a decent income and peace of mind.

I regret not doing more research before hiring a firm that I found on YouTube.

As a former client, perhaps my information has been deleted from your system. EJS.

The information I received from Parallel Wealth gave me the confidence to take the step into retirement. It was a well laid out plan that was much more detailed than a no fee advisor gave me Definitely worth the money!

My wife and I started thinking about our possible retirement. We began collecting sample financial information and investigating how retirement works in Canada. We began to listen formal talks given by Canadian financial institutions, asked our retired friends and of course, consulted with our financial advisor.

One of source of information was the internet and YouTube, where you can find almost unlimited information and advice. While browsing through internet and YouTube, we found the videos of Adam Bornn, from Parallel Wealth, in the year 2022. These videos captured our attention, for the topics covered, the way of presenting and explaining them in a professional but at the same time human, simple and realistic way. Mr. Bornn presented at YouTube real examples and the product that Parallel Wealth offered to clients, which was not only the calculation of the withdrawal allocation, but the way to do it, the fiscal implications and the taxes to be paid per year.

We made the decision to contact Parallel Wealth. We reviewed their website and sent an email to contact the company and asked about their services. We received from Parallel Wealth precise instructions on the information to be sent and its level of detail, steps to follow and payment method.

We decided to get their advice and opinion to develop our retirement plan. Brett Martinsons and Parallel Wealth staff contacted us providing the details of the information we needed to submit. All the information was done online in their secure document server. After reviewing our information, Brett met with us online and discussed some of our questions and also assumptions for our retirement. It was a very open dialog where Brett really made the effort to understand our assumptions and also our expectations. During all this process Brett mentioned the access to financial planning information available as clients of Parallel Wealth. He also provided a very useful video on what to expect as a final plan to confirm whether it was according to our expectation.

Once the calculation and the plan as finalized, Brett set up an online meeting to present to us the final plan. He also provided a “sneak preview” of the overall plan results before the meeting so we had an idea and develop our questions before the final meeting.

The meeting was really straight forward. He presented our results and made sure to highlight his recommendations and that the way the calculations were done took into consideration our assumptions for inflation or interest earning for our investments. He also provided additional discussion and arguments for delaying CPP to 70 years (a frequent topic of Parallel Wealth videos in YouTube).

Brett brought us a detalied picture into our future. He has helped us to increase our confidence with a complete financial plan, year by year, in detail that include the best advice to use our resources and taxes that we must pay any year. Brett has created our retirement plan and a path for the coming years of retirement. He made it a very complex subject more simple and easily understandable for us.

Parallel Wealth met all our expectations. We feel that they developed very trusting relationship with us as a client and as a result, we feel confident about the importance of the next steps for our retirement and how we can plan it in more detail, monitor our plan. It was a great experience and we are very happy we made the decision to count on Parallel Wealth for advice.

For the past year I have followed Parallel Wealth’s on-line program and thought they should have a look at our retirement planning as we are 3-4 years out.
What an amazing experience.

The information presented provided a road map to taxes, pensions, and spending. There were questions, and much needed discussion regarding, for example, purchasing of cars and saving for weddings. The team thought of everything. The overall process added clarity and comfort that we have indeed taken the slow and steady approach to financial stability.

This is an amazing company with everything so well laid out. I give the entire team, with a special call out to Brett, a sincere thank you! Job well done!

Creating our retirement plan was one of the best financial decisions we've made. The level of detail Parallel Wealth goes into gives us comfort that we've covered all the bases. Thanks Brett for taking all our goals into account and making a plan that meets our needs!

A couple of years ago, when we began contemplating retirement, we searched the web for information and stumbled upon Adam's YouTube videos. We were very impressed by the diverse range of topics he covered and found his content to be exceptionally informative. After careful consideration, we reached out to Parallel Wealth because we believed their fee-for-service model would provide us with an unbiased assessment of our current financial situation. Our initial call was with Brett, and shortly thereafter, we decided to proceed with the creation of our retirement plan.
The process was swift; we shared our financial goals and information, and within a few weeks, we received the draft of our plan. We promptly scheduled our first call with Jon. The information we received was not only encouraging but also highly comprehensive. The plan explored various scenarios, including determining when to retire, when to commence receiving CPP/OAS benefits, when to convert our RRSP into a RIF, as well as strategies for managing our TFSA and non-registered accounts.
Initially, our plan was to retire the following year. However, after receiving the final plan, we decided to expedite our retirement date. The team at Parallel Wealth graciously adjusted our plan to accommodate retiring a year earlier, and now, we're embarking on this life-changing journey.
We extend our heartfelt thanks to the entire team at Parallel: Jon, Brett, Tammy, Michelle, Matthew, Kyle, and Adam, for your invaluable assistance and support. We highly recommend their services.

I am generally not Someone who tends to write reviews, but I will make an exception here. I accidentally came across Adams, YouTube videos a couple of years ago and found him quite interesting and knowledgeable. One of the things that greatly interested me what is the option to have Adam and his crew do a fee for services plan. I had never seen this offered in the financial services industry to this point, so after some research and deliberation, I reached out to him. He answered all my questions Honestly and quickly. I appreciate that. Long story short, we signed up for a full retirement analysis for both my wife, myself our operating Corp.and our holding Corp. What followed was almost overwhelming in terms of supportive paperwork and personalized videos, as well as zoom calls and of course plenty of emails. They left no stone unturned in my opinion. And certainly if I had any question of which they were very few because of the thoroughness, they were addressed promptly. I do not have a personal financial planner, and do everything myself in terms of future planning, but what Adam and his associates have supplied me with, has given me a perfectly clear road, with options that I can use moving forward. I would not hesitate to recommend Paralell wealth to anyone that is looking for either an advisor or a fee for a service program. Simply top-notch! Thank you all for your time, input and help.
John E.

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

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.
Brian
Montreal

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.

Very knowledgeable, they provide all requested information in a timely manner and are more than helpful. I would suggest everyone to use them.

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

We were well educated and informed with proper guidance about our retirement and future plans by Parallel Wealth. A huge thanks to the team.

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.

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.

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.

Very pleased with the care, attention and detail they gave me. Very helpful and great peace of mind after. Very detailed, and good follow up. I have already recommended them to friends.

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.