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. With over 10 years of navigating the markets, Chad Dawson brings his expertise in comprehensive investment management 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 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 fund raising 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

Chad Dawson, Investment Advisor

Chad began his investment advisor career in 2005 when he successfully completed the Canadian Securities Investment course. His background has taken him through not only the equity markets but has had experience with bond and derivative markets as well. Born and raised in Calgary, Chad has a keen knowledge in the Canadian oil and gas sector that he is able to offer to his clients. When it comes to investment strategy and security selection, Chad prides himself on selecting quality investments with a long term investment plan.

Chad graduated with a university degree in business finance from Concord University in West Virginia. While attending school Chad played four years on the university golf team while leading the team as captain in his senior year.

Outside of work Chad leads a busy life with his two boys Cody and Cameron. Whether it’s coaching minor hockey in the winter or baseball and soccer in the summer, Chad enjoys being involved with his kid’s sports and activities. Running his first marathon in 2012 and now competing in triathlons, Chad enjoys leading a very active and healthy lifestyle.

Email Chad at: cdawson@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 Parr-Dawson group’s office and is responsible for providing service to all of David’s and Chad’s clients. With over 25 years of experience in the financial industry, Nancy brings a wealth of experience to the Parr-Dawson group 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