We’re a team. Get to know us – your trusted partners at Parsons Financial.

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

Katherine Parsons, CFP® | Investment & Insurance Advisor

iA Private Wealth Inc. & iA Private Wealth Insurance*

Katherine joined the advisory team at iA Private Wealth in 2005, working alongside partners, Joe and Greg. With their mentorship and guidance, she has grown her business and has assumed their practice as they transition into retirement. As a CERTIFIED FINANCIAL PLANNER® and graduate of Bachelor of Business Administration at Wilfrid Laurier University, Katherine provides comprehensive financial planning solutions to families and small business owners. Katherine strongly believes in developing a business that not only provides direction and value to her clients, but also remains connected and gives back to the community. Katherine is a proud mother of two young daughters, Stella and Norah.  She and her husband Brenden have a passion for cooking and love spending time skiing as a family.

Contact Katherine

Christine Farnham | Associate Investment Advisor

iA Private Wealth Inc.

Christine joined our team in 2013 bringing with her several years of experience in the investment industry. Since then, she has worked alongside the Senior Investment Advisors, developing financial plans and ongoing client communication. Along with her degree from the University of Waterloo, she has attained her Securities License and is presently pursuing her Certified Financial Planner ® designation. She is currently working together with Katherine as an Associate and is excited to increase her involvement, learning and enhancing her career in this multifaceted industry. Outside of work, Christine enjoys spending time with her husband Dave and their three amazing children, Matt, Brad and Nicole. She is an avid reader and enjoys exploring walking trails throughout the region with her dog Coco.

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Katrina Richter | Licensed Assistant

iA Private Wealth Inc.

Katrina joined our team in 2019, bringing with her banking and investment experience. Katrina has worked in the financial industry since 2013, and graduated from Wilfrid Laurier University with a Bachelor of Arts degree in 2016. She is currently working together with Katherine as a Licensed Assistant to create an exceptional client experience by delivering clear financial solutions. She is enthusiastic to grow in the investment industry and is working on the Wealth Management Essentials (WME®) course. Katrina grew up in a small town in South-Western Ontario and is extremely down to earth. She teaches yoga, running and dance and enjoys volunteering in the community.

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Brad Farnham | Administrative Assistant

iA Private Wealth Inc.

Brad joined our team in January 2020, bringing his banking experience. He is currently working to obtain his Bachelor of Business Administration degree in International Business Management at Conestoga College. He is working part-time as an Administrative Assistant at Parsons Financial Group during his studies. Brad is looking to expand his knowledge in the industry and hopes to find a career in the financial industry upon graduation. He is an avid athlete who enjoys golfing, hockey and baseball. He also enjoys spending time at the family cottage with his friends and family.

Contact Brad

Our History


Joe and Greg were Senior Financial Advisors of our iA Private Wealth Waterloo office. They have been successful business partners since 1992 and have formed a long lasting friendship along the way. Building strong relationships and surrounding themselves with motivated individuals has been paramount in their success. Developing a long -term strategy to maintain client relationships into the future has always been a key focus of the business. Succession planning for the partners began in 2005 with the introduction of Katherine Parsons to the team. As Joe and Greg begin to transition into retirement the team's goal is to provide the same level of care and guidance that they have extended to their clients over the years.

Our Partnered Professionals

We don’t do this alone. Listed below are the trusted specialists we rely on for expertise beyond our scope to ensure that all aspects of your financial and personal affairs are looked after.

Matt Strauss

Insurance Advisor iA Private Wealth Insurance*

Jennifer Jacobs

Insurance Advisor iA Private Wealth Insurance*

Zebroski & Associates

Chartered Professional Accountants**

Warren Griffin

Estate Specialist Lawyer & Notary Public**

Patti Lewis

Mortgage Agent**

Tyler Hortie

Estate, Corporate & Real Estate Law, LLP**

* Insurance products are provided through iA Private Wealth Insurance which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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