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Picture a beautiful summer day with the sun in the sky and the sand under your feet...


You're relaxed, resting easy because you have a Parasol above you to offer you protection from the sun and the heat and all other worries. This is the feeling of security we strive to give to our clients. We want our clients to know that at Parasol, under any condition, we're there and we've got you covered.

Recent Articles

Financial Success Simplified: Introduction

Posted on: April 8, 2024
The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the often-complex world of managing one’s financial affairs. The first distinction is to realize there are only seven key variables that can be managed in creating your financial future...
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Planning Ahead Eases Tax Audit Worries

Posted on: April 8, 2024
A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did wrong and why the CRA is targeting you. 'There must be bigger fish to fry,' you might say to yourself. The first thing you need to do is relax and take a few deep breaths. If you have a...
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What's Your Retirement Planning Mindset?

Posted on: April 8, 2024
Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents' footsteps when it came to saving for the future. As well, some major bumps along the way (a...
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Services

By admin Jun 15

Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead....

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By admin Mar 25

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be...

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By admin Mar 24

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start living on...

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By admin Mar 23

Young family

You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the carpet...

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.