The Bromley Wealth Management Team

Trusted advice & guidance with YOUR best interests in mind.

Personalized support

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.

Discover our company

Our purpose

Our objectives

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.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
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Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

Latest News

Bromley Basket Newsletter

Bromley Basket Switch

Financial Focus Newsletter

Contact us

Get contact information for our team members and find out where our offices are.