Helping simplify and educate Canadians on managing their financial affairs. Our goal with this channel is to help everyone – regardless of age and stage of life – reach the next level of financial freedom.
ABOUT US:
Parallel Wealth Financial Group Inc. has been helping Canadians with their Financial, Retirement and Estate Planning since 2006. We have office in BC, Alberta and Ontario - but help Canadians Coast to Coast.
DISCLAIMER:
The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Our Advisor, Planners and guests are not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Parallel Wealth is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
Parallel Wealth
Our team on our weekly planner meeting, reviewing client plans and discussing ways to serve Canadians better into and through retirement.
We value this time to connect, share ideas, and collaborate so every plan benefits from the experience of our team.
2 days ago | [YT] | 38
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Parallel Wealth
The original duo is back tomorrow!
In episode 37 of Retirement Unpacked, Adam and Brett discuss:
- when it makes sense to withdraw more from your RRIF than you need
- why your cashflow wedge should not be outside of your registered accounts
- how to plan for inheritances
- RRSP and RRIF strategies for singles, and much more!
The episode drops tomorrow (May 23) at 6:00 AM PST / 9:00 AM EST.
5 days ago | [YT] | 58
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Parallel Wealth
Saturday means a new episode of Retirement Unpacked is here!
We’re answering more of your retirement questions. Want your question answered in a future episode? Leave a comment on today’s video.
Watch today’s episode now 👇
https://youtu.be/fFcIsdEGkco
1 week ago | [YT] | 1
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Parallel Wealth
The decision to rent or own in retirement is often less about the math than people expect.
Yes, the numbers matter. But once the projections are laid out, the real decision often comes down to lifestyle, flexibility, control, and peace of mind.
Some people want the freedom that comes with renting. Others want the stability and control that comes with ownership. In many cases, both options can work. The better choice is usually the one that fits how you actually want to live in retirement.
2 weeks ago (edited) | [YT] | 2
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Parallel Wealth
Feeling good heading into retirement is a great thing, but it can also create a false sense that everything is covered. In this video, Adam breaks down 5 questions worth answering before they become real-life problems.
Watch the full video here: https://www.youtube.com/watch?v=-chuS...
1 month ago | [YT] | 4
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Parallel Wealth
❓What matters most in retirement planning?
In the Retirement Unpacked episode from Saturday, we talked about how planning is about more than just numbers. What matters most to you? Vote or let us know in the comments!
1 month ago | [YT] | 38
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Parallel Wealth
AI financial scams are on the rise, and 75% of Canadians are feeling more vulnerable to financial fraud according to a recent TD survey.
So what can we do to protect ourselves? Brett and Gord discuss here:
2 months ago | [YT] | 5
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Parallel Wealth
What retirement topic do you want us to cover more on the channel?
We’re always looking at future video and podcast ideas, so let us know in the comments what questions you have or what topics you’d like us to break down next.
2 months ago | [YT] | 16
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Parallel Wealth
This episode of Retirement Unpacked covers cash wedges, CPP decisions, RRSP meltdown strategies, and key retirement planning mistakes to avoid.
Watch here: https://www.youtube.com/watch?v=m47WF...
2 months ago | [YT] | 1
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Parallel Wealth
We talk a lot about delaying CPP, but what about OAS?
While there is a benefit to delaying OAS, we often suggest starting at 65.
Here's why:
2 months ago (edited) | [YT] | 4
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