Parsons Financial Group

Parsons Financial Group iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. operates.

Katherine Parsons, CFP®
Investment Advisor
iA Private Wealth

Insurance Advisor
iA Private Wealth Insurance*

Our wealth management team offers a range of services, including comprehensive financial planning & management for both companies and individuals iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. 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.

Happy Valentines Day!
02/14/2026

Happy Valentines Day!

A reminder that the TFSA limit for 2026 is $7,000.
02/13/2026

A reminder that the TFSA limit for 2026 is $7,000.

Proud of our team for completing their First Aid certification.
02/12/2026

Proud of our team for completing their First Aid certification.

March 2nd is approaching fast! Make sure your RRSP contributions are in before the deadline.
02/11/2026

March 2nd is approaching fast! Make sure your RRSP contributions are in before the deadline.

Our office is full of holiday cheer and wagging tails! Thank you for trusting us to help guide your financial journey. W...
12/22/2025

Our office is full of holiday cheer and wagging tails! Thank you for trusting us to help guide your financial journey. We wish you and your loved ones a joyful and prosperous holiday season.

Grateful for our amazing clients and their families! Thanks for making our Open House such a special day.
12/11/2025

Grateful for our amazing clients and their families! Thanks for making our Open House such a special day.

Canadian and U.S. equity markets continued their upward momentum in October, delivering another month of positive perfor...
11/21/2025

Canadian and U.S. equity markets continued their upward momentum in October, delivering another month of positive performance.
🔎 Want the full breakdown?
You can find our most recent Monthly Snapshot now live on our blog.

Don’t be spooked by your finances! 🧙‍♂️ Let’s brew a strategy that works for you. Happy Halloween from your wealth advis...
10/31/2025

Don’t be spooked by your finances! 🧙‍♂️ Let’s brew a strategy that works for you. Happy Halloween from your wealth advisory team!

Canada’s main stock index hit a record high, driven by strong earnings and rising commodity prices. U.S. markets followe...
10/17/2025

Canada’s main stock index hit a record high, driven by strong earnings and rising commodity prices. U.S. markets followed suit, with the S&P 500 posting its second-best September in 27 years.

🔗 Tap the link in bio for the full report.

Welcome, JayCee! 🎉 We are thrilled to have her join our team as an Associate Wealth Advisor.
10/15/2025

Welcome, JayCee! 🎉 We are thrilled to have her join our team as an Associate Wealth Advisor.

We're grateful for our amazing clients and the chance to help you reach your financial goals. Wishing you a Happy Thanks...
10/09/2025

We're grateful for our amazing clients and the chance to help you reach your financial goals. Wishing you a Happy Thanksgiving!🦃🍂

Over the last year, Chris has been hiking her way through Ontario’s beautiful Bruce Trail.A great reminder that whether ...
10/07/2025

Over the last year, Chris has been hiking her way through Ontario’s beautiful Bruce Trail.
A great reminder that whether it’s on the trail or in your finances, success comes from taking consistent steps forward.

Address

630 Weber Street North, Suite 202
Waterloo, ON
N2V2N2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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