Parsons Financial Group

Parsons Financial Group

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. operates.

Katherine Parsons, CFP®
Investment Advisor
iA Private Wealth

Insurance Advisor
iA Private Wealth Insurance*

Our wealth management team offers a range of services, including comprehensive financial planning & management for both companies and individuals iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. Insurance products are provided through iA Private Wealth

02/14/2026

Happy Valentines Day!

02/13/2026

A reminder that the TFSA limit for 2026 is $7,000.

Photos from Parsons Financial Group's post 02/12/2026

Proud of our team for completing their First Aid certification.

02/11/2026

March 2nd is approaching fast! Make sure your RRSP contributions are in before the deadline.

12/22/2025

Our office is full of holiday cheer and wagging tails! Thank you for trusting us to help guide your financial journey. We wish you and your loved ones a joyful and prosperous holiday season.

Photos from Parsons Financial Group's post 12/11/2025

Grateful for our amazing clients and their families! Thanks for making our Open House such a special day.

11/21/2025

Canadian and U.S. equity markets continued their upward momentum in October, delivering another month of positive performance.
🔎 Want the full breakdown?
You can find our most recent Monthly Snapshot now live on our blog.

10/31/2025

Don’t be spooked by your finances! 🧙‍♂️ Let’s brew a strategy that works for you. Happy Halloween from your wealth advisory team!

10/17/2025

Canada’s main stock index hit a record high, driven by strong earnings and rising commodity prices. U.S. markets followed suit, with the S&P 500 posting its second-best September in 27 years.

🔗 Tap the link in bio for the full report.

10/15/2025

Welcome, JayCee! 🎉 We are thrilled to have her join our team as an Associate Wealth Advisor.

10/09/2025

We're grateful for our amazing clients and the chance to help you reach your financial goals. Wishing you a Happy Thanksgiving!🦃🍂

Photos from Parsons Financial Group's post 10/07/2025

Over the last year, Chris has been hiking her way through Ontario’s beautiful Bruce Trail.
A great reminder that whether it’s on the trail or in your finances, success comes from taking consistent steps forward.

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Address


630 Weber Street North, Suite 202
Waterloo, ON
N2V2N2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm