WE START WITH YOUR GOALS AND STAY FOR THE JOURNEY
Putting Your Best Interests First
With your financial wellbeing at heart, we translate our expertise into meaningful recommendations that 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.
Discover what brings meaning to your life and how we help support your quest by efficiently managing your financial and non-financial resources. There is no guarantee of future financial success. Still, our creative team of financial planners and planning partners bring years of experience to assist with every financial challenge imaginable.
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 and New Canadians Planning. 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.
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.
Our Services
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Financial Planning
Personalized financial planning services to help you secure your future with confidence. Whether you're preparing for retirement, safeguarding your family's legacy, or navigating life's financial complexities, we're here to empower you every step of the way.
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Financial Coaching
We break away from sales pitches and focus on personalized strategies for your financial goals. We take a comprehensive approach, helping you lay out your finances, implement actionable strategies, and create a long-term plan for confidence.
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Certified Financial Planning
Secure your future with our team of Certified Financial Planners (CFPs) who are dedicated to ensuring your financial well-being. Our CFPs offer expertise, trust, and comprehensive financial planning tailored to your needs, guiding you towards financial independence and security.
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.