Financial Advisors

Would highly recommend! Working with Dave and Riley has been instrumental in not only improving my investment performance but also my individual financial literacy. Under their guidance and tutelage I’ve seen significant improvement in my direct investment portfolio, and have actually been able to make sense of the strategy. Ive also really appreciated their auxiliary financial advice and services in helping me with life insurance, leveraged investment loans, and navigating the right home-mortgage plan for my portfolio and risk appetite.

As a business owner, I've worked with many advisors from different financial institutions. William was able to identify issues that were never brought to my attention and helped reorganize my finances. His detailed process allowed me to make confident decisions that fit my situation. I would recommend him to anyone looking for an honest opinion and open to understanding their financial choices.

Have been a client for over 8 years and would highly recommend the Parkhouse team. Nathan is a professional and unlike a lot of financial institutions, initiated regular meetings, provided regular updates on our portfolios, and also had recommendations on how to best manage our portfolios based on the market trends. Our financial future is in great hands with the Parkhouse team.

Honestly don't waste your time. It could be the worst customer service broker i have ever dealt with in the 16 years i have been trading. Easy to borrow stocks they don't work to get you a borrow and buy you in T+4. There is numerous better options I would highly suggest looking elsewhere.