About Us

Our clients come from many backgrounds and can have many complex financial planning needs – but they share one desire – to be treated with honesty and integrity. With over 30 years in the financial planning industry David Parr, CFP brings a wealth of experience in retirement and estate planning. His expertise in comprehensive investment management allows him to build a solid portfolio to fit your risk tolerance level. Ongoing meetings and correspondence will keep you up to date with your investments and the economy. We will continue to work safely from our home offices until further notice.

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: dparr@worldsourcesecurities.net

Nancy Tonkin, Administrative Assistant

Nancy joined David Parr’s team in 1997 after 12 years as a customer service representative with Canada Trust. Nancy oversees the day-to-day administration of the office and is responsible for providing service to all of our clients. With over 25 years of experience in the financial industry, Nancy brings a wealth of experience to work with David and is a highly valued member of a practice that prides itself on offering the very highest level of service.

Born and raised in the Guelph area, Nancy graduated from Wilfrid Laurier University in 1982 with a B.A in Economics.  She completed the required industry courses in 2008 and is currently an Investment Representative. Nancy and her husband, Gary currently live in the Rockwood area.

Email Nancy at: ntonkin@worldsourcesecurities.net

Katherine Braby, Administrative Assistant

Born and raised in Clifford, Ontario, Katherine moved to the Waterloo region in 1990 and currently resides there with her two sons though she remains a small-town girl at heart. As she has done for the last 19 years, Katherine’s favourite way to kick off the weekend is with her baseball team every Friday night May through September. She enjoys staying active and spending as much time outside as possible whether it’s fishing, hiking, kayaking, or camping.

Email Katherine at: kbraby@worldsourcesecurities.net