Managing your wealth with confidence requires a personal relationship built on trust, integrity, honesty, expertise and an understanding of your financial needs. The Bromley Wealth Management team endeavors to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, The Bromley Wealth Management Team can help meet all aspects of your financial situation throughout your lifetime.
Through advanced investment credentials, extensive client experience, superior analytical and communication skills and excellent knowledge of markets and investment products, Dave Bromley has the prestigious designation of a Portfolio Manager. Due to this designation, Dave has developed the Bromley Advisor Basket which is a diversified portfolio predominately invested in Canadian and US Blue Chip stocks. We invite you to review the holdings of the Bromley Basket while on our site.
Capitalizing on the strengths of National Bank Financial, The Bromley Wealth Management Team has access to leading financial resources, award- winning research and analysis, online tools and best-in-class investment solutions.
Your wealth management strategy reflects both your short-term needs as well as your long-term goals. Creating, implementing, maintaining and adjusting the strategy are The Bromley Wealth Management Team’s key responsibilities.
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
In order to help keep you informed and stimulate your thinking with regards to the current financial context, Stéfane Marion and Martin Gagnon take a look at economic news and share their perspectives via our monthly informative videos.
March 30, 2023