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.

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Christine Farnham, QAFP™ | Associate Investment Advisor

iA Private Wealth Inc.

Christine joined our team in 2015, previously working alongside Joe and Greg for many years. When Katherine started in her full-time role, Christine joined her in transitioning the practice and growing the business. Along with her degree from the University of Waterloo, she has completed the education to become an Associate Wealth Advisor. Recently, she attained certification to add the professional designation of QUALIFIED ASSOCIATE FINANCIAL PLANNER® to her title. Christine’s focus is creating Retirement Plans for clients as well as Portfolio Analysis and Construction. She is married with three children and loves spending time with her family. She is an avid reader and, on her free time, likes to explore local hiking trails with her sidekick Dave.

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Maya Vogel | Administrative Assistant

iA Private Wealth Inc.

Maya joined our team in May of 2022. She has graduated with a Bachelor's degree in Business Administration, with a focus on International Business Management. Maya is enthusiastic about expanding her knowledge of the financial services industry while working at Parsons Financial Group, iA Private Wealth. Outside of the office, she is an avid traveller, reader, and enjoys spending time with her friends and family.

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Giovanna Graci | Administrative Assistant

iA Private Wealth Inc.

Giovanna joined our team in October of 2022. She completed her Bachelor of Business Administration – International Business Management degree. Giovanna is interested in learning about the financial industry and gaining experience while working at Parsons Financial Group, iA Private Wealth. Giovanna loves to spend time with loved ones and travelling. So far, she has travelled to 7 countries and hopes to be able to continue to see the world, one place at a time.

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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*

Jill Melanson

Mortgage Agent Level 2**

Zebroski & Associates

Chartered Professional Accountants**

Warren Griffin

Estate Specialist Lawyer & Notary Public**

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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