Parallel Wealth

Parallel Wealth Helping you reach your financial goals and feel confident about the future.

Whether you’re planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs. Parallel Wealth helps clients save, invest and manage their money wisely so they can achieve their financial goals and feel confident about the future.

06/02/2026

Don’t plan your CPP in isolation.

Your CPP timing and RRSP withdrawal strategy should work together, not separately. The right timing can help create a more tax-efficient retirement income plan.

05/30/2026

Build a retirement plan that lets you enjoy the go-go years, while still protecting against future care costs.

05/28/2026

Why pay tax earlier if you could defer it?

In retirement, the goal is not just lowering tax today. It’s keeping more money in your pocket over your lifetime.

That’s where a coordinated RRIF and TFSA strategy can make a big difference.

Our weekly planner Zoom meeting in action.Reviewing client plans, sharing ideas, and discussing ways to continue serving...
05/26/2026

Our weekly planner Zoom meeting in action.

Reviewing client plans, sharing ideas, and discussing ways to continue serving Canadians better as they move into and through retirement.

We value this time to connect as a team and bounce ideas off each other so each plan benefits from the experience of our planners.

05/23/2026

Tax planning, retirement income, estate planning, and cash flow strategy all matter. The question is: are you getting that planning for the fee you’re paying?

Check out the full conversation on this week’s episode of the podcast!

Real stories from clients who came to us looking for clarity around retirement.Every plan is different, but the goal is ...
05/21/2026

Real stories from clients who came to us looking for clarity around retirement.

Every plan is different, but the goal is always the same: helping Canadians feel more confident about the road ahead.

05/19/2026

Using overly conservative assumptions can make retirement feel further away than it actually is.

The goal is not to build a plan that is overly optimistic or overly cautious. It is to use reasonable assumptions that help you make confident decisions without adding unnecessary stress.

05/16/2026

A zero-tax year might feel like a win, but in retirement it can sometimes mean a missed planning opportunity.

Sometimes paying a little tax today can help avoid a bigger tax problem later.

Stress testing your retirement plan helps answer the “what ifs” before they become real decisions.Lower returns, future ...
05/14/2026

Stress testing your retirement plan helps answer the “what ifs” before they become real decisions.

Lower returns, future care costs, or the loss of a spouse can all change the picture. The goal is to know your options ahead of time.

05/13/2026

Your LIF usually has more restrictions than your RRIF, which can make withdrawal order an important part of your retirement income plan.

The key is making sure the strategy fits your overall tax picture.

Address

22139 44a Avenue
Langley, BC
V2Z1B6

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+16042561151

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