3 Best Financial Services in Langley, BC

I have been following Adam on Youtube for a number of years and am thankful for all the guidance in dealing with a very uncertain world of advisors at banks, etc. and learning more about the financial planning process. I heard some good feedback from friends of some of your BC clients in the Blossom Social Investing App Community and have shared my wonderful fee-only financial planning experience with Michael with a number of folks nearing/ in retirement that are seeking such services with the community. Its my "first" ever financial plan ever and someone in the Blossom community asked if it was worth getting a plan from Parallel Wealth. Most definitely! Having a solid plan that takes the guess work out of planning income, tax efficiency and is tailored to what I want out of this next stage of life are all the items that I received with your valuable resources and customized plan summarized in videos, pdfs, and spreadsheet . Its well worth the time and effort. Thank you Michael for preparing an amazing plan for me and I look forward to working with you in the future when I need further assistance with the plan.

For the past year I have followed Parallel Wealth’s on-line program and thought they should have a look at our retirement planning as we are 3-4 years out. What an amazing experience. The information presented provided a road map to taxes, pensions, and spending. There were questions, and much needed discussion regarding, for example, purchasing of cars and saving for weddings. The team thought of everything. The overall process added clarity and comfort that we have indeed taken the slow and steady approach to financial stability. This is an amazing company with everything so well laid out. I give the entire team, with a special call out to Brett, a sincere thank you! Job well done.

I am generally not Someone who tends to write reviews, but I will make an exception here. I accidentally came across Adams, YouTube videos a couple of years ago and found him quite interesting and knowledgeable. One of the things that greatly interested me what is the option to have Adam and his crew do a fee for services plan. I had never seen this offered in the financial services industry to this point, so after some research and deliberation, I reached out to him. He answered all my questions Honestly and quickly. I appreciate that. Long story short, we signed up for a full retirement analysis for both my wife, myself our operating Corp. and our holding Corp. What followed was almost overwhelming in terms of supportive paperwork and personalized videos, as well as zoom calls and of course plenty of emails . They left no stone unturned in my opinion. And certainly if I had any question of which they were very few because of the thoroughness, they were addressed promptly. I do not have a personal financial planner, and do everything myself in terms of future planning, but what Adam and his associates have supplied me with, has given me a perfectly clear road, with options that I can use moving forward. I would not hesitate to recommend Paralell wealth to anyone that is looking for either an advisor or a fee for a service program. Simply top-notch! Thank you all for your time, input and help - John E.

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