A multi-generational practice, built for lasting relationships.
With over 25 years of combined experience, we help business owners and professionals across Ontario and Alberta build wealth, access it, and pass it on with as little tax friction as possible.
Parth Parasar
Chartered Financial Planner®, CLU®Born and raised in Toronto as the child of immigrant parents, Parth saw early on what it takes to build wealth, and how much it matters to keep it. A Schulich School of Business alumnus, he always knew he wanted a career helping people, and founded Rise Wealth Solutions to help business owners and professionals grow, protect and pass on what they’ve built. He holds the Chartered Financial Planner® and CLU® designations and is a recipient of the Leslie W. Dunstall Award and the John A. Tory Award. Outside of work, he enjoys competitive soccer, chess and time with his family.
Dharmesh Jani
Senior Wealth AdvisorDharmesh brings over 20 years of experience in the financial and insurance services industry. Before moving to Canada, he spent nine years as a manager with a major international bank, giving him a deep understanding of financial management and client relationships across different markets. Since 2010, he has focused on wealth and risk management for business professionals and families, helping them plan for lasting financial security.
Alongside your team, not around them.
Your accountant sees the tax. Your investment advisor sees the portfolio. Your lawyer sees the estate. Nobody owns the gap in the middle. That’s the gap we fill, working with the professionals you already trust.
An introductory call
We learn about you, your business and what you want your wealth to do for you and your family.
Your strategy, in numbers
We model the options with your real figures, risks included, and stress-test them before you decide.
Put in place with your team
We implement alongside your accountant and lawyer, then review as your life and business change.
Start with a private introductory call.
We’ll learn about your goals and where you want your wealth to go.