Michael Barichello
Financial Planner @Parallel Wealth Financial Group
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Parallel Wealth Financial Group
Kitchener, ON, CA
Helping clients understand:1) If they can meet their retirement spending objectives2) When to start receiving their Canada Pension Plan benefits3) How to draw down their retirement assets in a tax efficient manner4) How does their estate plan fit within the retirement plan
EDUCATION
University of Windsor
Bachelor of Commerce (B.Com.), Business Administration and Management, General
SKILLS
ABOUT MICHAEL BARICHELLO
As a Certified Financial Planner for over 20 years, I help Canadians focus on income planning during retirement or the decumulation of assets. Our process integrates all of your income sources, while looking at maximizing Canada Pension Plan benefits and minimizing taxes.If your objective is to increase retirement income, minimize taxation or maximize your estate, a complete financial plan should be your starting point. Managing relationships, continuing education and being professional are always a priority.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.