Senior Wealth Advisor and Portfolio Manager Telephone: 416-365-6027 Email: email@example.com Linked In: Connect with me on LinkedIn David Parsons is a Senior Wealth Advisor and Portfolio Manager for BMO Nesbitt Burns. David has been in the investment industry for over 20 years, and manages over $1 billion of wealth for High Net Worth families, Ultra High Net Worth families, Business Owners, and Government Agencies. Prior to joining BMO Nesbitt Burns, David worked for another large Bank owned firm in both Toronto and New York. There he gained a specialized knowledge of both local and international markets, institutional client needs, and innovative investment solutions. David and his team focus on providing a full range of customized solutions and services to meet the unique needs of their clients through a convenient "one stop shop” philosophy. David has taken the Canadian Securities Course, Conduct & Practices Handbook Course, Derivatives Fundamentals Course, Options Licensing Course, Professional Financial Planners Course, Branch Manager Course, Options Supervisors Course, Partners Directors & Senior Officers Course, Investment Management Techniques Course, Portfolio Management Techniques, Chartered Investment Manager Designation (CIM), Life License Qualifications Program (LLQP), and BMO’s Wealth Advisory Program.