David Parr, CFP, Investment Advisor
Since he started in the industry in 1983 David has provided financial comprehensive planning services to families living in Guelph and surrounding communities. He has a strong belief in building long-term relationships with clients by providing constant communications and regular face-to-face meetings. David works with his clients to identify, clarify plus achieve financial objectives, with the goal of prosperous client retirement portfolios.
As one of Canada’s first Certified Financial Planner (CFP), and first Certified Seniors Advisors (CSA) in Canada, David has strived to maintain the high quality of service and ethical standards in the provision of investment, estate, and tax planning (as it relates to investments) services. The observance of these standards is the cornerstone of David’s success in retaining 350 families as clients for nearly three decades.
David has been invited to speak about estate and wealth planning (as it relates to investments) to numerous organizations including the United Church of Canada, Guelph General Hospital, Homewood Health Services, former employees of ABB, and the Guelph Fire Fighters Association.
David has a degree in Economics and Psychology from Wilfrid Laurier University. He is well known for his involvement in the community through coaching and numerous volunteer activities. Currently, David is involved with fundraising activities with the Guelph General Hospital Foundation. David is always active in his recreational pursuits which include hockey, cycling, hiking, and water sports. He has completed 5 triathlons with a goal to complete one each year to stay in shape. Together with his wife Rose, they follow the many activities of their four children in college and university.
Email David at: firstname.lastname@example.org