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Dave is a National Bank Financial Private Wealth Solutions accredited Wealth Advisor with over thirty years of experience in the financial services industry. Dave has a Bachelor of Science from the University of British Columbia and a Masters in Business Administration from Simon Fraser University. He is an accredited Chartered Investment Manager (CIM), a Personal Financial Planner (PFP), and he has his Options and Level II Life Insurance licenses. Dave is also a Portfolio Manager, qualifying him to manage his own “Basket” portfolio of stocks on a discretionary basis. He is fully supported by the comprehensive offering of products, services, and specialists of National Bank Financial, and maintains a network of professional advisors needed to fulfill the universe of wealth management needs of his clients. Dave resides in the South Surrey/White Rock area with his wife Brenda

Parker joined National Bank Financial in 2016 after completing a Bachelor of Science degree at Dalhousie University in Halifax, NS. He has completed his Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations and holds the Associate Portfolio Manager credential, allowing him to assist Dave in managing the Bromley Basket. He continues to pursue continuing education whenever the opportunity arises and considers himself a life-long learner. Parker is focused on providing great service to our clients, as well as ensuring effective communication regarding their portfolios. Parker lives in Langley and enjoys spending time in the outdoors fishing, hiking, and camping in the summer, and snowboarding in the winter.