Parallel Wealth Financial Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

20020 84th Ave, Langley, British Columbi...

Phone Number

(604) 256-1151

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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2

About Parallel Wealth Financial Group

Parallel Wealth Financial Group specializes in comprehensive pre-retirement and retirement planning services for Canadians, focusing on minimizing taxes and maximizing after-tax income. Their Retirement Income Program offers a hands-off approach to managing retirement assets, including tax planning and estate management, in partnership with top-tier Canadian investment firms. The company is dedicated to providing tailored retirement solutions through expert guidance and innovative software. With a mission to ensure a comfortable retirement, Parallel Wealth aims to support clients every step of the way.Explore more
Parallel Wealth Financial Group's Social MediaPopular SearchesParallel Wealth Financial Group IncParallel Wealth Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Parallel Wealth Financial Group Org Chart

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BM
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Manager, Financial & Planner

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MD
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Partner

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KM
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Financial Planner

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Financial Planner

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GM
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Financial Planner

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JK
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Financial Planner

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PG
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Financial Planner

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MB
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Financial Planner

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Compare Similar Companies to Parallel Wealth Financial Group

Compare insights from companies similar to Parallel Wealth Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Parallel Wealth Financial...

<$5M
1-10
Private
-
-
BM
Brett MartinsonManager, Financial & Planner
$6M
11-50
Private
-
2015
N/A
$6M
11-50
Private
-
-
SF
Sherman FriesenCertified Financial Planner
<$5M
1-10
Private
-
-
JK
Jodi KrechowieckiManaging Investment Funds Partner & Retirement Income Advisor & Insurance Specialist & Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Parallel Wealth Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Parallel Wealth Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Parallel Wealth Financial Group.

Parallel Wealth Financial Group Tech Stack

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Frequently Asked Questions Regarding Parallel Wealth Financial Group

What is Parallel Wealth Financial Group's official website?
Parallel Wealth Financial Group's official website is www.parallelwealth.com
What is Parallel Wealth Financial Group's Revenue?
Parallel Wealth Financial Group's revenue is <$5 Million
What is Parallel Wealth Financial Group's SIC code?
Parallel Wealth Financial Group's SIC: 62,628
What is Parallel Wealth Financial Group's NAICS code?
Parallel Wealth Financial Group's NAICS: 52,523
How many employees does Parallel Wealth Financial Group have?
Parallel Wealth Financial Group has 1-10 employees
What industry does Parallel Wealth Financial Group belong to?
Parallel Wealth Financial Group is in the industry of: Finance, Securities Trading
What is Parallel Wealth Financial Group competition?
Parallel Wealth Financial Group top competitors include: Starview Financial Advisors, Wealth Management, Dunphy Molloy & Associates, Legacy Wealth Advisors
What technology does Parallel Wealth Financial Group use?
Some of the popular technologies that Parallel Wealth Financial Group uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Parallel Wealth Financial Group?
Parallel Wealth Financial Group contact info: Phone number: (604) 256-1151 Website: www.parallelwealth.com
What does Parallel Wealth Financial Group do?

Parallel Wealth Financial Group specializes in comprehensive pre-retirement and retirement planning services for Canadians, focusing on minimizing taxes and maximizing after-tax income. Their Retirement Income Program offers a hands-off approach to managing retirement assets, including tax planning and estate management, in partnership with top-tie... r Canadian investment firms. The company is dedicated to providing tailored retirement solutions through expert guidance and innovative software. With a mission to ensure a comfortable retirement, Parallel Wealth aims to support clients every step of the way.Read More

What are Parallel Wealth Financial Group social media links?
Parallel Wealth Financial Group Linkedin page Parallel Wealth Financial Group Twitter page Parallel Wealth Financial Group Facebook page
Is Parallel Wealth Financial Group a public company?
Parallel Wealth Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Parallel Wealth Financial Group

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