Reviews of Parallel Wealth Financial Group Inc. (Financial Consultant)

Kyle Freedman

I’ve known Dallas for a long time, so when I wanted to get life insurance for my family, I knew I could rely on his integrity. Dallas suggested options that he himself would want, and we talked the details through until we found the right solution. That was 2 years ago. Since then, he checks in regularly and offers helpful information on different services that add value to us. You can be sure that Dallas will provide you with sincere, authentic advice and great support.

Andre Antonio

It's impossible to emphasize this enough: Dallas has the best customer service skills I have ever encountered. Responses are prompt and comprehensive and he will do whatever he can to put his clients first, even if not in his best interest to do so. A rare gem, with plain good character and integrity in an industry run by sharks.

Jenn Williamson

Dallas is knowledgeable and personable. He demonstrates a genuine interest in his clients and is committed to finding the best solution for both your current and future needs. His integrity shines through loud and clear right from the first meeting.

Andrew Hawkes

We have nothing but good things to say about our experience with Adam at parallel wealth. He is personable, informative and offers great financial counsel. Highly recommend his service.

Kevin Stuerle

Adam and his staff are great to deal with. We have always received quick replies to our questions and feel our portfolio is in good hands.

Meghan Sumner

The entire team at Parallel is consistently professional, courteous and genuinely interested in helping us make wise financial decisions. We've worked with Adam for a long time and we highly recommend him to all our friends for his non-pushy approach and sharp advice.

SABiersteker

My wife and I have really benefitted from the knowledge and support offered by Adam and the team at Parallel Wealth. Adam has helped us with insurance, personal investment strategies, and saving for retirement. We definitely recommend his services!

DarLee-Ann Macphail

Adam Bornn is amazing to work with. He takes the time needed to carefully explain details & answer any questions you may have along the way. Adam is honest & always has his clients best interests at heart! I would happily recommend Adam & Parallel Wealth.

Andrew Macphail

Adam Bornn has been our financial advisor for over 6 years, and we've appreciated his help in setting up everything from RRSP's, TFSA's, RESP's and insurance. I appreciate his integrity and honest approach, and the fact that he is willing to make time whenever needed. Anytime someone mentions they are looking for financial advice, I have no hesitations in recommending Adam.

Jeanette Weeks

We've been Parallel Wealth for a few years and cannot say enough about the honesty and integrity of this group. They respond immediately to communication and take care of our needs. This team is taking us into retirement, communicates often and always upfront as to what's going on in the market. Highly recommend contacting Adam for your investment needs.

Lee Muller

We are very happy with Adam's expertise in managing our finances. He always has advice that leads us in making wise choices. Trust is essential in a working relationship such as this and Adam proves himself over and over again.

Dave Heidebrecht

I've had a great experience working with Adam as he's helped us pick the right life insurance for our family and with other financial decisions. I appreciate his ability to listen to us well and show us wise options to choose from.

Gitte Rosdahl Whitehead

Adam does a great job at giving good ideas as to what is best to do with your investments. Adam Thank you for what you do to help and support your clients Kind Regards Gitte

Emma Friesen

My husband and I had a great first experience utilizing a financial advisor with Dallas. He provided answers to questions we didn't even know we had, was open about his background and credentials and overall provided some solid advice and teaching that is helping us tackle our finances better. A very encouraging first experience.

Dr. Amber Eckel

Adam at Parallel Wealth has been extremely helpful in going over our financial goals and setting us up for our future. He is accessible, knowledgeable & always has your best interest at heart. Thanks for taking care of me and my hubby!

Barry Roth

Retirement plan was very helpful to put structure in place and confirm we were on the right track. Matthew was very helpful to answer detail questions and support us. Thanks very much!

Cheryl Wiens

Adam Bornn at Parallel Wealth is a great choice for your financial planning needs. My husband and I know him personally and didn't hesitate to use his services. Recently we needed to update our mortgage insurance and even though he just had a child, he ensured we were taken care of quickly. He has an excellent assistant who seems completely capable of handling the office on the rare occasion that he is away. As it becomes increasingly clear that banks do not have your financial interest at heart, I would strongly recommend using Adam's services at Parallel Wealth.

Lee Terry

Dallas' knowledge and advice is better than I've experienced with other financial advisors. I honestly can't say enough about him without it sounding contrived. He's extremely personable and explains things so that newbies like myself who are just getting more seriously into stocks and finances understand it. He's just a phone call or an email away and he's quick to respond. I'm very happy with Parallel Wealth as a company and I'm so happy I've invested with them!

Mark

Adam is attentive and helpful. He looks out for his clients' best interests and helps you find the products and services that work best for you. I highly recommend Parallel Wealth!!

Brian Dodds

Great financial advice, friendly service, and a clear and concise explanation of everything I didn't understand. Also a fantastic family-oriented owner/operator. Would not hesitate to recommend them to anyone!

jamie sabourin

Parallel Wealth has provided us with support and advice for the last few years. I am so grateful for their care and commitment to our family.

Bethany Stobbe

My husband and I have worked with Parallel Wealth and Dallas for about a year now. We have been impressed with the straightforward, easy, and pleasant exchanges we have had. We never knew investing and planning for the future could be so easy! Very happy with their services.

CC Janzen

My wife and I started using Parallel Wealth about 5 years ago. I had been dealing with another financial advisor for years before that and was really happy with him so prior to meeting Adam I was pretty sure we weren’t going to make the switch. After the first meeting with him I realized that he was more willing to work with us on all areas of our finances and not just our investments. He helped us set up a personal budget, dealt with insurance and our business needs and also worked closely together with our accountant to make sure we were getting the most out of investments. We find them to be knowledgeable, accomodating and always available when we need changes or some extra help.

Dave Dodds

Adam puts in so much time checking on and keeping current with our investments. He keeps in touch with us like no other investment advisor has. Thanks, Adam!

Stephanie Stuerle

Adam's office is extremely helpful and professional. After meeting with him, I feel more educated about my investment options and more confident with the choices I've made. I am so impressed at how quickly his office responds to inquiries and their follow up is some of the best customer service I've experienced.

Matt & Jenny Street

We feel Adam at Parallel Wealth has advised us in the right direction for our goals and budget. He is always available for questions. I feel safe and secure investing with him and with the services he has provided our family.

Mike McGaw

Dallas has given by far the best advice to reaching our financial goals. If your looking for a real person with your best interest in mind then you have come to the right place!

Pier-André Doyon

Full of tips about financial independence and retirement you won't find anywhere else and eloquently put.

Chantel Mathews

Dallas helped me to make important decisions that are best for my family. If you are looking for someone who is looking out for your families best interest, who is knowledgeable, reliable, honest, easy to talk taIk to and professional I highly recommened Dallas at Parallel Wealth for all your financial needs!

Ryan Lermitte

Adam and his team are top notch. Excellent communication and thorough advice. Always keeping up to date with the latest in the financial industry. Definitely recommend.

Simon Lee

I had the pleasure of meeting Dallas a few years ago and was immediately impressed by his genuine desire in getting to know me first before inquiring about my financial situation and what my long term goals were. His preliminary assessment(s) after reviewing my financials were spot on and his analysis was clear and easy to understand. He is always available to answer my questions and does not pressure you in any way. I highly recommend dealing with Dallas and Parallel Wealth.

Michael Koornneef

Adam is personable, knowledgeable and truly cares about his clients short and long term success. Highly recommended!

Justin Froelich

I found Adam and his team to be very helpful. They took the time to explain all my investment options in a very thoroughly manner. They also answer emails and return calls very quickly which I like. On another note, I found the management fees to be quite decent and very competitive. I would recommend anyone to see Adam and to look at using the Wealthsimple platform. So glad I made the switch.

Chad Bennett

Always love working with Adam and team at Parallel. Sound advice that you can trust!

Mike Slanisky

I have been dealing with Adam for years. He is reliable, honest and professional. I would not hesitate recommending him to others. Thanks for all the hard work and advise over the years Adam!

Jason Alcott

Adam and his team provide great service and expertise all while keeping things simple. I really appreciate how Adam continues to push forward with new partnerships, processes and systems to make things better for his clients.

Jocelyn Harris

Dallas did a excellent job of addressing our questions about investing and planning for a financially healthy future. His communication skills are exceptional; we highly recommend his services.

Ashley Heron

Dallas took the time to get to know myself and my Fiance, our goals both personally and professionally and made incredible suggestions aligned with those. He was thorough, which we both appreciated immensely. Incredible service, Dallas!

Jordan Dery

I have worked with Dallas at Parallel Wealth. Dallas went above and beyond to listen to my needs and concerns. If there was a question he wasn't able to answer he took the time to research it and come back with a solid answer. Every step I felt he was going to bat for me and my family.

Samantha Kleingeltink

My husband and I have been working with Dallas for just under a year now. Dallas has provided us with some great tools and already helped us reach a few of our short term goals. He is attentive, caring and very detailed. We would highly recommend Parallel Wealth!

carey bornn

Adam is good at keeping abreast of markets and keeping me in the loop on how they may be affecting my portfolio. I have also liked the transition to Wealthsimple. I use the tools offered to better keep up with my investments.

K Peters

I've been using Adam for 3+ years now, my familyhas been with him longer, and he has done an outstanding job. He listens to his clients and makes sure they are in the right type of investment for them and their goals. Quick to answer questions and great at explaining things in understandable terms so that everyone can make informed decisions. I will certainly continue to use Parallel Wealth and recommend it without hesitation!

Joshua Leventhal

I met with Dallas to discuss my financial situation. When I say I know Dallas outside of a professional capacity, it's because I already knew of his character, resolve, and care as a person that made me want to have him advise me. I knew that he has the integrity to not try to sell me, or anyone for that matter, on something that would profit him but be of no use to me. I can't think of many people who hold the best interest of their clients at heart the way he does. He's a tremendous help and I recommend him highly. j

Paul Horban

We highly recommend Adam as a financial advisor - we consider him to be a man of integrity. He was recommended to us several years ago and we have been very pleased with his service through Parallel Wealth. We are kept informed regarding current general financial information on a regular basis via email and have found that he responds quickly to any questions we have. Whenever we wish to have a discussion on any financial issues, he is always willing to meet with us, as well as keeping us up-to-date on our portfolio.

Danielle Martens

Parallel Wealth has always provided our family with exceptional service. There advice is always based on empathy; they can be trusted to have your best interest. We recommend them to everyone looking for wealth management, financial planning and insurance needs.

SM B

I am a DIY investor and we were getting pretty close to retiring. I wasn't 100% sure which account(s) to withdraw from first and in what amounts. I started watching YouTube videos giving information on retiring and that is how I found Adam. I love watching his videos. They are informative, cover a wide variety of subjects and are very easy to understand. At the end of one of Adam's videos he mentioned his company and his services and I realised he was practically in my backyard. Lol It doesn't actually matter where you are located because he can help anyone across the country. My experience with Adam and Parallel Wealth has been straight forward and easy and I now have the peace of mind I was searching for! Freedom 58! :)

Janelle Tardif

I feel so comfortable trusting Adam and his team with our investments. He always stays on top of any changes that need to be made. I would highly recommend him to anyone!

selena mortensen

Adam and Tammy are excellent. Professional, knowledgeable, and works to ensure we are financially well attended to

Jeff Lisson

Adam is very professional and knowledgeable at what he does. I am very pleased with my results and would recommend him to anybody.

Stephanie Funk

I felt like my financial needs and concerns were listened to. I continue to feel like my investments are well looked after.

Dean Lawton

Dallas has been an integral partner to our Mortgage Brokerage. Not just a genuine and caring person but a wealth of knowledge and a willingness to share like no other. We value our relationship and wouldn't hesitate to recommend him to anyone looking for sound Financial advice.

Michael Sambrook

I would refer Adam to a friend or colleague without hesitation. He is knowledgable in his industry and cares deeply for his clients. Adam has set himself apart for me by his relational investment in my family. He has taken the time to get to know me, my wife, and our children as well as my business so that he can offer timely and accurate advice and support. He has saved me money, made me money, and been a listening ear and support as I have processed my investment and insurance options.

mk vanrook

Parallel wealth has been amazing to work with! They are quick to respond, willing to take the time to explain anything when I have questions and all round great to work with. I recommend them to my friends and family every chance I get!

Leslie Slanisky

Adam has been helping us for over ten years now. He is quick to respond to the questions we have and is always professional.

Christy Simpson

Adam and his team have always had our best interests in mind. Adam is understandable and relatable and is excellent at following up with our needs. Parallel Wealth works with user-friendly programs which I really appreciate. The team at PW are very professional and show appreciation towards their clients. We love their client appreciation events!

spiccinato

Adam is a treasure! I am money brain dead and he has organized a mess of my finances into something that I can manage. His baby is the cutest ever as well!'

Zach Di Guistini

I'm not one to write reviews - Adam / Parallel Wealth are certainly deserving of one. For matters concerning financial planning, I want someone I feel I can trust and can provide valuable advice and expertise. It did not take long that I realized Adam's primary goal was to provide advice that was in my best interest. For this reason, Parallel Wealth will be my first call for additional services.

Darlene Komant

Adam Bornn is a very professional, caring, hardworking person who has really been there for us with great financial advice and help. We are so thankful for Adam and Parallel Wealth. Be in touch with Adam and you wont be disappointment.

Dan Wiens

We work with Dallas and can’t say enough about how professional he is. He also goes above and beyond to serve our needs. Highly recommend Dallas and te parallel wealth team to everybody!

Darlene Merv Komant

My Husband and I highly recommend Adam

Mel Penner

Our experience with Parallel Wealth has been outstanding. We have been kept informed regularly and feel comfortable with staff and the advice given.

Gloria Olson

I have been a client of Parallel Wealth (Adam Bornn) for a couple of decades now and I would highly recommend his professional services! Adam goes above and beyond to provide the best financial advice. I appreciate his friendship as well as his financial expertise!

April Bentlage

Adam is great to work with. He is professional, knowledgeable, and cares about our specific needs.

Jesse Kleine

Dallas is the definition of fiduciary duty - he puts the client's interests before anyone else's, even his own. Nobody works harder

Mel W Penner

Efficient and pleasant doing financial planning with Adam Bornn for more than ten years. Always helpful in answering questions and with good advice.

Jennifer Bifolchi

I highly recommend Adam and his team at Parallel Wealth. He is very knowledgeable about various investments, taxation, small business, and market trends, but also gets to know his clients and their goals to provide the best service for us and our family.

Sergio Petrillo

Dallas has been working with us for the last 3 years. He's always thoughtful and engaging and sensitive to our goals and situations over this time, and he's helped us develop better rhythms for how we manage our spending... Glad we got connected with him and the team at parallel wealth!

Shelby Bremner

My husband and I have had the absolute pleasure of working with the team at Parallel Wealth. The knowledge and passion they have truly shows in how they work alongside you every step. We can’t thank them enough for everything they have done!

Joyce Dodds

Adam is the hardest working financial advisor we have ever worked with. His monthly emails, regular updates and personal visits constantly reassure us that he is on top of managing our investments to best suit our personal needs.

Jewel Hawkes

Can't say enough good things about our experience with parallel wealth financial group. Adam Bornn is extremely knowledgeable and has done more than we could have asked in making us feel like we are taken care of and our concerns and questions have been answered. Highly recommend parallel wealth! Couldn't be happier.

Matthew Adam

Has always been honest and wants what's best for me. Would recommend!!!