Parallel Wealth Financial Group Inc. - Langley Twp, British Columbia

Redstar

My wife and I had been following Parallel Wealth’s YouTube videos and found them extremely informative. When we decided it was time to do some retirement planning, we reached out to their team for support. Jon was assigned to our case and guided us through the entire process. We were very impressed with the thoroughness of the analysis and the retirement plan he presented. The process itself was straightforward and easy to follow, and the final plan fit our needs perfectly. Overall, we were very satisfied with the engagement and the outcome. We would not hesitate to recommend Parallel Wealth Financial Group to anyone looking for expert retirement planning services.

Brian F.

My wife and I recently worked with Kyle Martins at Parallel Wealth to create a retirement plan for us going forward. We both had recently retired and were good with my own projections before retiring but wanted to have professionals prepare a plan that would give us greater peace of mind.

The process is professionally orchestrated with some high touch communication to make sure all aspects of our plan were understood. Their plan showed a number of places where we could save additionally on taxes which pays for their service.

Great job! Very satisfied and I would highly recommend this service to friends and family members.

Joseph B.

My wife and I worked with Michael who provided a very comprehensive retirement plan. We're both looking to retire in the next year or two so needed some clarity on what our retirement would look like. Michael was fantastic. Not only did he slowly and meticulously explain the plan to us but he also adapted it to cover some nuances we had. We now have a clear path forward thanks to Michael and the Parallel Wealth team.

Marie G.

We had such a great experience with Parallel Wealth! Michael Barichello was fantastic — super knowledgeable, easy to talk to, and really took the time to explain everything in a way that made sense.

The whole process was smooth and stress-free, and the Retirement Guide they gave us was super helpful. We feel a lot more confident and excited about our retirement plans now.

Huge thanks to the team — we’re so glad we chose to work with you and would definitely recommend Parallel Wealth to anyone looking for honest, expert advice!

Scott M.

Adam and his team provided a very clear and thorough plan, which took into consideration all stages of our retirement years, and confirmed my ability to submit my retirement notice at age 62. Removing all the uncertainty, and doing it in a way that was very easy for someone to follow along with the many videos and files associated with your own personal plan, was an extremely satisfying experience that I would recommend to anyone looking for conformation prior to retirement. A very solid and personable group. Well done Adam and Team (Michael B)!

Tanya L.

We are so grateful to have found Adam and his team at Parallel Wealth. They took the time to understand our goals and create a personalized plan that really works. Their expertise and guidance is invaluable and we feel confident about our retirement future. We highly recommend their service to anyone looking for a trustworthy and knowledgeable advisor.

Mike C.

We have just completed a Retirement Plan with Jon at Parallel Wealth. The primary focus of the plan was to determine the most tax efficient way of drawing down on Personal Registered and Non-Registered financial assets as well as Corporate assets.
The review was thorough and resulted in a very detailed and practical plan.
We had viewed many Parallel Wealth videos on You Tube prior to retaining their services and have not been disappointed the help they've provided. Their retirement plan is far superior to the generic type plans provided by our bank and other sources.
Highly recommend!

Ryan D.

I’ve been overthinking about retirement for years now. How much do in need? Will I have enough? How long will the money last. How best to withdraw the funds? Etc

I work as an accountant, and even the best of us still need some professional expertise from time to time.

I’ve been watching Adam on YouTube for years, so when I finally made the decision to get a financial plan in place I didn’t need to do any research as I fully trusted him and the team at Parallel Wealth.

After the initial meeting with Adam, Michael took over my plan and was very personable, took my questions seriously, treated me with the utmost respect, and took my thoughts and opinions into consideration. Some we implemented, and others I trusted Michael’s expertise.

After the final review, all of my questions and concerns were resolved, and I no longer stress and worry about my finances during retirement.

Thank you to Michael, Adam, and the team at Parallel Wealth.