Parsons Financial Group

Parsons Financial Group

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Katherine Parsons, CFP®
Senior Wealth Advisor
iA Private Wealth

Insurance Advisor
iA Private Wealth Insurance* iA Private Wealth Inc. operates.

is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.

09/08/2026
Photos from Parsons Financial Group's post 07/30/2026

Great food starts with great teamwork! This week our team and office colleagues stepped into the kitchen for a fun cooking class.

Beyond the delicious food, it was a great opportunity to collaborate, connect, and enjoy time with the amazing people we work alongside.

07/02/2026

Happy Canada Day!
We hope everyone has a happy and safe holiday.

02/14/2026

Happy Valentines Day!

02/13/2026

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

Photos from Parsons Financial Group's post 02/12/2026

Proud of our team for completing their First Aid certification.

02/11/2026

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

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.

Photos from Parsons Financial Group's post 12/11/2025

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

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Location

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