Member

Adam Bornn

Langley, BC

Parallel Wealth Financial Group

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Adam Bornn

Member Bio

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Adam has been dedicated to clients looking to build financial, retirement, and estate plans since 2006. After gaining years of experience and his Certified Financial Planner® designation, Adam ventured out and founded Parallel Wealth. Now, he partners with those who have worked hard saving for retirement but are looking for a trusted planner to walk with into and through retirement.

In his spare time, he enjoys golf, travelling and most importantly spending time with his wife Stephanie and 4 kids.

Born in Langley, British Columbia at 8 lbs 2 oz.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

11 to 25

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
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