LET’S START WITH YOUR GOALS AND STAY FOR YOUR JOURNEY……
Our Services
Here's what you can expect:
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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.
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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.
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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.