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.

07/18/2026

You only want to retire once, so confidence matters.

A second opinion can help you feel more prepared before pulling the pin and making retirement official.

This episode of Retirement Unpacked is out now wherever you get your podcasts.

07/14/2026

Retirement is not just about replacing your paycheque.

It is also about replacing the purpose, routine, relationships, and community that work may have provided for decades.

07/11/2026

You may still be able to unlock part of your LIRA or LIF without needing new RRSP contribution room.

The key is understanding the rules before you convert, so you don’t miss out on added flexibility.

07/07/2026

Walking into retirement on autopilot can lead to more tax than necessary.

CPP, RRSP/RRIF withdrawals, and your full income plan should work together.

07/04/2026

Trying to avoid probate fees can make sense, but shortcuts can create bigger legal or tax issues.

Before transferring assets or adding kids to accounts, make sure the strategy actually helps.

This topic and more discussed on Ep 43 of the podcast. OUT NOW

06/30/2026

If you have a LIRA, don’t just convert it to a LIF without checking your unlocking options first.

Unlocking a portion may give you more flexibility and more control over your retirement income strategy.

06/27/2026

No retirement plan can predict the future perfectly. That’s why assumptions matter.

Life expectancy, investment returns, spending, inflation, and major life changes all need to be stress-tested so your plan has room for the unknown.

06/23/2026

RRSPs get a lot of criticism, but the tax break going in and tax-deferred growth can be powerful.

For many Canadians, the issue isn’t the RRSP itself. It’s not having a clear withdrawal strategy in retirement.

06/20/2026

Different pension amounts can change how a couple should draw down RRSPs in retirement.

DB pensions and RRIF withdrawals may both create income-splitting opportunities, but timing matters.

When each income source works together, couples may be able to create a more tax-efficient retirement plan.

06/17/2026

Do you need an exact retirement budget?

Not necessarily.

Most people won’t know exactly what they’ll spend until they’re actually living in retirement. The key is starting with a realistic estimate and building a plan that can adjust as life changes.

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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