Maximize your investments,
minimize the tax, protect your
assets, and preserve your estate.
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We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
Our goal is to provide clarity, expertise and sound financial counsel to professional athletes and high net-worth clients. We help clients understand their investments and the market context affecting them.
Buying your first home is an exciting time in your life. Our Mortgage Specialist will be able to assist you with all the information you may need to make an educated plan for this important purchase.
Having children can be among the most rewarding experiences life has to offer. It also requires considerable financial expenditure.
This is the million- dollar question. The answer will depend on the decisions you have made or will make going forward.
You have put years of dedication into your business and built a reputation to be proud of in your community. Now you need to start thinking about your long term financial goals.
What we Offer
Whether you are an Individual beginning your career, a growing family, Business Owner or Professional Athlete, Parson & Associates will take care to ensure your Financial Planning needs are met.
- Financial Management
- Investment Management
- Tax Planning
- Risk Management
- Estate Planning
- Retirement Planning
Get in touch with us today to let Parson & Associates guide you through the development of your Personal Financial Plan.
About Parson & Associates
At Parson & Associates, we pride ourselves on being trusted advisors to you and your family. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.
- Maximize your Investments
- Minimize the Tax
- Protect your Assets
- Preserve your Estate
We pride ourselves on being trusted advisors to you and your family.
Frequently Asked Questions
These are just some of the most common questions we get asked. For anything else, please contact us.
I’m a first-time investor but I’m too busy to manage a portfolio. Do you have any options for me?
Yes – our Portfolio funds are perfect for first-time investors like you, or for those who don’t have the time to manage their own portfolios.
How do I minimize my capital gains tax?
If you realize a capital gain during the year, you can sell investments that have accrued capital losses, and apply them against any capital gains tax you may have to pay. Capital losses can generally only be deducted against capital gains.
How much can I contribute to my Tax-Free Savings Account?
You can contribute up to $6,000 per year to your TFSA.
Get in touch
Maximize Your Investments, Minimize Your Tax, Protect Your Assets and Preserve Your Estate.
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Contact Information
Question about how Parson & Associates can help your company? Send us an email and we’ll get in touch shortly.
Speak to us
Would you like to chat to one of our team members over the phone? Give us a call or contact us online. Note: Your details are kept strictly confidential as per our Privacy Policy.
Get in touch
Phone 519-836-6320 between 08:00a.m. and 4:30p.m. Monday to Friday — we would be delighted to have one of our experts explain the benefits of utilizing our services.