Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Vice President, Portfolio Manager, B.Sc, M.B.A., FCSI, CIM, PFP
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Dave is a National Bank Financial Private Wealth Solutions accredited Investment 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

 

Senior Investment Associate
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Tara is a Senior Investment Associate with 18 years experience in the financial services industry and has been with the Bromley Wealth Management team since 2002. Her training and experience provide her with a deep comprehension of the sophisticated investment process used by our team to manage portfolios. This knowledge is invaluable in understanding client needs. Tara handles daily trading as well as supervision of client investments and account management.  She makes it easy for clients to work with Bromley Wealth Management team by delivering the highest caliber of administrative and operational efficiency

Investment Associate, B.Sc., CIM
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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) designation and is in the process of obtaining his Personal Financial Planner (PFP) designation. Parker is focused on providing great service to our clients, as well as ensuring effective communication regarding their portfolios. Parker lives in Langley with his girlfriend Tania. They enjoy spending time in the outdoors fishing, hiking, and camping in the summer, and snowboarding in the winter.

Investment Associate
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Jennifer is our newest member, joining the Bromley Team in August 2019.  She brings with her over 20 years of experience in Wealth Management, Administration and Client Service.  Previously Jennifer was employed as an Associate Advisor with Hollis Wealth and prior to that she was a Licensed Administrator with Canaccord Capital Corporation. Jennifer is your main contact for such tasks as Account Documentation, Transfers, Online Access, Tax Reporting and Managing the teams’ Calendar of meetings.  Jennifer strives to provide the highest level of service to our clients. In her spare time,  Jennifer loves to spend time with her husband Mike and daughter Madison. Together as a family they enjoy travelling and hiking.   

Contact us

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