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.

09/01/2026

A large RRIF can create a significant tax bill at death. A thoughtful drawdown strategy can help you enjoy more of your money during retirement while also improving the tax efficiency of your estate.

08/29/2026

An income wedge is designed to give you more confidence pulling money from your portfolio when markets are down.

We break down how it works and why the terminology matters.

Episode 51 of the podcast is out now.

08/25/2026

Don’t wait until retirement to start enjoying the life you’ve been planning for.

Start checking off the bucket list now and ease into the lifestyle you want later.

08/22/2026

A cash flow wedge doesn’t have to mean sitting on a pile of cash.

Think of it as an income wedge: 3 to 5 years of planned retirement income set aside in investments designed to stay accessible and keep your money working.

08/18/2026

Spousal RRSP withdrawals come with important tax rules. Here’s what to know before taking money out in retirement.

08/11/2026

Retirement is easier when you have something to retire to.

A simple routine can help create purpose, momentum, and connection once work is no longer structuring your day.

08/08/2026

Retiring early does not automatically mean you should take CPP early.

Even with non-contributory years, delaying CPP may still make sense once you run the numbers.

08/01/2026

Do you know how tax works on a joint account?
Just because someone has legal access to the money does not always mean CRA views the account as 50/50.

07/30/2026

The first few years of retirement can be some of your best tax planning years.

If you miss that window, it can affect how much tax you pay for decades.

07/25/2026

What if you delay CPP to 70, but never get there?

It’s a fair concern, but CPP timing is not just about the break-even point. Your health, spouse, income needs, survivor benefits, and comfort level all matter.

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

Website

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