LET’S START WITH YOUR GOALS AND STAY FOR YOUR JOURNEY……

Putting Your Best Interests First

With your financial well-being at heart, we translate our expertise into meaningful recommendations you can trust. Our team is the culmination of Canada’s best CFPs, QAFPs, accountants, and beyond, leveraging multiple perspectives to ensure your success. That’s the Parallax advantage.

Comprehensive Financial Planning

We believe in giving our clients options. That's why we offer the full spectrum of financial planning services, advice, and resources all in one place. Whether you are solely looking for a vetted financial plan or are seeking help with execution as well, our team offers 360° support.

Our Services

Here's what you can expect:

  • Holistic Financial Advice

    Your financial decisions affect virtually every aspect of your life. That's why we get to know each client on a personal level, driving favorable outcomes through timely and relevant recommendations.

  • Planning-First Support

    Our advice-only financial planning firm ensures separation between advisors and investment products, meaning that you can take confidence in knowing that your best interests are at heart.

  • Seasoned Professionals

    With time-tested expertise throughout Canada, our financial professionals evaluate your financial picture from different angles to develop and refine your plan.

We offer clients wealth management, investment advice and financial coaching strategies virtually and in person. Our specialties include Integrated Business and Financial planning for Entrepreneurs, Specialty Planning for the following niche markets: Women with ADHD, Executive Women building wealth, Reimagined Wealth for living today

. In addition, our clients get commission-free investment strategies, asset protection, and business consulting. Our services allow business owners, professionals, and retirees to create the financial security they need to live the life they dreamed of. Our team of fee-only financial planners makes working with us easy and cost-effective.

 Bringing Your Entire Financial Picture into Focus

Committed to building wealth through lifelong relationships

Whether you're striving to establish a foundation for growth, build a fully-integrated financial plan, or preserve wealth across generations, our Parallax Planning & Wealth team can help. Let's discuss what's possible for your financial future with a free discovery call.