Parallel Wealth

❓Where do you currently get most of your financial advice?

3 weeks ago | [YT] | 30



@Johnnyboy-f9n

I visit other sites and do some of my own research, but Adam, you have been my number one source! Getting set up with a local advisor (wish it was you…) for a proper plan since retirement is just a few yrs away.

3 weeks ago | 4

@Roc_kLobster

Took the Canadian Securities Course years ago as my employer reimburses the cost. Very useful course. It should be embedded into high school curriculum.

3 weeks ago | 0

@EvakatrinaAnderson

Whatever advice I get, I check against the CRA or Service Canada website, or with my bank, before acting on it. Somehow you manage to cover many different scenarios that others miss.

3 weeks ago | 0

@jamesj6597

Mostly via Parallel Wealth and Steadyhand.

3 weeks ago | 0

@Eric-R

Books! I still follow my Investing for Dummies that I bought almost 30 years ago.

3 weeks ago | 0

@BradParsons-n8s

Currently, articles, BNN, CNBC, YouTube for more Canadian focused planning. Plus a smattering of various website, chat boards, etc. For planning software I use Optiml.

3 weeks ago | 0

@Enchanterbb

Well from you and Kyle of course! We wouldn’t have it any other way!

3 weeks ago | 0  

@wrongwayconway

Your channel, Wealth Simple (TDLR), K4 Financial and Blueprint Financial.

3 weeks ago | 0

@maryforrest7571

Thank you Parallel Wealth for your expert advise!

3 weeks ago | 0  

@nrwalsh

From RBC direct investing, screeners, dataroma, seeking alpha and a handful of good youtube channels.

3 weeks ago | 0

@anpc86

For retirement stuff, you!

3 weeks ago | 0

@robertcaldwell2994

I follow the data.

3 weeks ago | 0

@finnajane

fortune cookies 🥠🥠🥠🥠actually, you. I'm subscrib

3 weeks ago | 0