Adam Bornn

Managing Partner @Parallel Wealth Financial Group

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2014 — Present

Managing Partner @Parallel Wealth Financial Group

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Vancouver, BC, CA

EDUCATION

2001 — 2006

Trinity Western University

BBA, Financial Planning

SKILLS

Certified Financial PlannerStrategic Financial PlanningReal EstateWealth ManagementInsuranceCustomer ServiceFinancial PlanningEstate PlanningFinancial AdvisoryFinancial PlannersFinanceInvestments

ABOUT ADAM BORNN

Have you ever wondered why some of your best employees leave to go work for someone else? 50% of the time it has nothing to do with pay or company culture. It has to do with their Benefits.more specifically group RRSPs. Your employees can\'t - and won\'t - work for you forever. At some point, they need to retire. But can they get there with your current group RRSPs plan? If you can\'t answer that question then keep reading. Retirement is more than simply creating \"portfolio growth\". Growth without a structured plan is futile. What I have developed is a strategy that optimizes the planning around group RRSPs.allowing any corporation to retain their best employees because they will all possess a clear and concrete path to retirement. Let me introduce you to the SimplePlan™ System.where we provide transparent and unbiased solutions for your employee\'s financial, estate and retirement plan. Right now, your current plan requires employees to pay an advisor an ongoing servicing fee. Do we have a servicing fee? Yes. Is it significantly less than the \'other guys\' with a greater impact on your employees? Also, yes Instead of just one yearly review of the plan, we provide frequent planning, education, and advice to employees of your company. This unique structure allows us to save your employees thousands of dollars in fees each year while building a tailored and holistic plan around each person\'s specific goals. Our mission is to save your organization time and money while helping you become as profitable as possible by ensuring your employees stay with you for the duration of their careers. Parallel Wealth was founded on the principles and meaning of those two words… Parallel - we work in parallel with our clients. And we only implement solutions that we have implemented for ourselves. We invest alongside our clients and walk with them during the retirement building and implementation process. Wealth – we help our clients build wealth. We create solutions, we do not sell products. This allows us to create an unbiased solution to help our clients create a clear and precise plan around their needs and goals. I have walked 100s clients and dozens of corporations through this process to achieve dream retirement goals with our authentic cost-saving strategies. Ready to retain rockstar employees and focus more efforts on the profitability of your company? Simply leave me a note and let’s talk.

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Adam Bornn — Managing Partner at Parallel Wealth Financial Group in Vancouver, BC, CA | Unifers