Parallel Wealth
Share
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.
Should you convert your RRSP before 71?
In some cases, converting to a RRIF earlier can create tax planning opportunities, especially after age 65.
The key is knowing when it actually benefits your retirement income plan.
Catch this conversation in Ep 40 of the podcast. Out Now!
New episode of Retirement Unpacked is out!
We’re talking about what to do when your portfolio outperforms your retirement plan, and when it may make sense to update your withdrawals.
06/04/2026
Want to pay less tax in retirement?
The key is making sure your RRSPs, CPP, OAS, TFSA, non-registered accounts, and income splitting strategy all work together.
A coordinated plan can help you keep more of your retirement income.
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.
Build a retirement plan that lets you enjoy the go-go years, while still protecting against future care costs.
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.
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.
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!
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.
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.
Click here to claim your Sponsored Listing.
Category
Telephone
Website
Address
22139 44a Avenue
Langley, BC
V2Z1B6
Opening Hours
| Monday | 8am - 4pm |
| Tuesday | 8am - 4pm |
| Wednesday | 8am - 4pm |
| Thursday | 8am - 4pm |
| Friday | 8am - 4pm |