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Advisor

Jon Kutney

Parallel Wealth Financial Group · Langley, British Columbia, Canada

Jon Kutney is a fee-only financial advisor at Parallel Wealth Financial Group in Langley, British Columbia, Canada, who holds the CFM and CIM credentials. Jon charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (one-time plans from C$3,500) and focuses on retirement planning, tax planning and estate & legacy planning.

Flat fee or retainerOne-time planning feeOngoing planning fee Fee-only CFMCIM

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Specialties

Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmParallel Wealth Financial Group
Based in Langley, British Columbia, Canada
Fee modelFlat fee or retainer · One-time planning fee · Ongoing planning fee
Fees (firm's website)One-time plans from C$3,500
Accepting new clientsYes
CredentialsCFM · CIM
Websitewww.parallelwealth.com/planning

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Questions about Jon

Is Jon Kutney a fee-only financial advisor?

Yes. Jon Kutney is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Jon charge for financial advice?

Jon charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

How much does Jon charge?

According to Parallel Wealth Financial Group's website, checked October 28, 2026: one-time plans from C$3,500.

Where is Jon Kutney based?

Jon Kutney is based in Langley, British Columbia, Canada.

What does Jon specialize in?

Jon's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and real estate investors. Jon works with retirees and pre-retirees.

What credentials does Jon Kutney hold?

Jon Kutney holds the CFM and CIM credentials.

How do I contact Jon Kutney?

Through Jon's website, www.parallelwealth.com/planning.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Parallel Wealth Financial Group website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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