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At Parsons Financial, we believe that long-term financial planning shouldn’t sacrifice short-term success.

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Our wide range of financial services will provide you with well-rounded confidence.

Financial, Asset & Risk Management

Together we establish your goals, determine a plan for today and the future. Helping you live life confidently.

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Investing, Tax & Education Planning

We take complex tax, investment and asset allocation strategies and simplify solutions for you and your family.

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Financial Planning For Your Future

To empower you, in pursuit of your lifestyle goals and guide you in creating long term financial stability.

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Today!

We run with the perfect risk formula. Just enough, and no more than necessary. And it works.

We adhere to a disciplined investment process, using a goals-based approach to developing investment strategies.

As advisors, your trust is important to us. Contact us today and let’s dive right in.

Meet the Team Contact Us

Katherine Parsons, Financial Advisor

Parsons Financial Group, HollisWealth

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Set Clear Goals: Define your financial goals, whet

Set Clear Goals: Define your financial goals, whether it's saving for a down payment on a home, planning for retirement, or funding your dream vacation. Having clear goals in mind will motivate you to save and invest consistently. 💼🎯 #FinancialGoals

Start Small, Think Big: You don't need a large sum of money to start saving and investing. Begin by setting aside a small portion of your income each month and gradually increase it over time. Even small contributions can grow significantly with the power of compounding! 💰📈 #StartSmall

Educate Yourself: Knowledge is power when it comes to personal finance. Take the time to educate yourself about different saving and investment options available in Canada, such as TFSA, RRSP, and FHSA. The more you know, the better decisions you can make for your financial future. 📚💡 #FinancialLiteracy

Seek Professional Advice: Consider seeking guidance from a qualified financial planner who can help you create a personalized savings and investment strategy based on your goals and risk tolerance. A professional can provide valuable insights and help you navigate the complex world of finance with confidence. 🤝💼 #ProfessionalAdvice

By implementing these tips, you can take control of your financial future and work towards achieving your dreams. Have questions or need further assistance? Feel free to reach out to us! 💬💼 #SaveAndInvest #FinancialFreedom #CanadianFinance

#waterloobusiness #parsonsfinancialgroup #WealthAd

#waterloobusiness #parsonsfinancialgroup #WealthAdvisor

🌼 Spring Financial Checklist! 🌼 As the fl

🌼 Spring Financial Checklist! 🌼

As the flowers bloom and the days get longer, it's the perfect time to give your finances a fresh start! Here's a handy checklist to help you spring into action and set yourself up for financial success:

1. Review Your Budget: Take a close look at your income and expenses. Are there any areas where you can cut back or reallocate funds?

2. Assess Your Investments: Review your investment portfolio. Are your investments still aligned with your financial goals and risk tolerance?

3. Plan for Taxes: Did you file your taxes? If not, make sure to do so before the deadline. Also, consider any tax-saving strategies for the current year.

4. Revisit Your Insurance Coverage: Ensure that your insurance policies (life, health, home, auto, etc.) provide adequate coverage for your needs.

5. Set Financial Goals: Take some time to reassess your short-term and long-term financial goals. Are there any adjustments you need to make?

6. Organize Important Documents: Organize and securely store important financial documents such as wills, trusts, and estate plans.

7. Review Contributions: Maximize your savings by reviewing and potentially increasing your contributions to your investment accounts.

8. Plan for Major Expenses: Anticipate any major expenses coming up in the next few months and start saving accordingly.

9. Schedule a Financial Review: Consider scheduling a meeting with your financial advisor to discuss your progress and any changes to your financial situation.

Remember, spring is a time for renewal and growth, so take advantage of this season to nurture your financial well-being! 💰🌱 #FinancialSpringCleaning #SmartMoneyMoves

Our April Market Snapshot is now available on our

Our April Market Snapshot is now available on our blog! Click the link in our bio to read more. #ParsonsFG #MarketUpdate #Spring

#waterloobusiness #parsonsfinancialgroup #WealthAd

#waterloobusiness #parsonsfinancialgroup #WealthAdvisor

Throwback Thursday: Remember the days of piggy ban

Throwback Thursday: Remember the days of piggy banks? Teaching kids about money management early on sets a strong foundation for their financial future. #TBT #FinancialLiteracy

Here are a few tips to encourage children to save money:

1. Set Up a Savings Jar or Piggy Bank: Give your child a physical container, such as a jar or a piggy bank, where they can deposit their coins and bills. Encourage them to save a portion of any money they receive, whether it's from allowance, gifts, or chores. Seeing their savings grow physically can be very motivating and helps them understand the concept of saving.

2. Teach the 50/30/20 Rule: Simplify budgeting for your child by introducing the 50/30/20 rule. Explain that whenever they receive money, they should allocate 50% for spending on things they want (like toys or treats), 30% for saving towards future goals, and 20% for sharing or giving to others. This simple guideline helps them develop balanced financial habits from an early age.

3. Lead by Example: Children often mimic the behaviors they see in adults, so be a positive role model when it comes to saving money. Involve your child in discussions about budgeting and saving and let them see you making conscious choices to save for goals or avoid impulse purchases. By demonstrating responsible financial habits yourself, you're providing your child with a valuable example to follow.

These three tips are easy to implement and can lay the foundation for a lifetime of smart money management for your child.

Tick-tock, time's running out! April 30th is just

Tick-tock, time's running out! April 30th is just around the corner. Let's get those taxes filed and checked off your to-do list! 💼💰 #TaxTime #StayOnTrack

#waterloobusiness #parsonsfinancialgroup #WealthAd

#waterloobusiness #parsonsfinancialgroup #WealthAdvisor

Retirees, embrace the flexibility of TFSAs for you

Retirees, embrace the flexibility of TFSAs for your income needs. Tax-free withdrawals = more financial freedom! For more details, view our spring newsletter on our website #waterloobusiness #parsonsfinancialgroup #WealthAdvisor

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