David McFarlane

Address

360 Oakville Place Drive
2nd Floor
Oakville, ON L6H 6K8

Languages

English

My Background

David has been in the Financial Services Industry for thirty five years, bringing a wealth of experience and expertise. He is the recipient of two well-regarded designations in the securities industry, CERTIFIED FINANCIAL PLANNER^® (CFP) and the Chartered Investment Manager (CIM). David fosters a holistic approach to money management, providing customized and tailored advice to high-net-worth and corporate clients.

David and his wife Jackie live in Burlington along with their six children and in his free time loves playing hockey and going on long hikes. David and his family are active supporters of various charitable organizations in his community.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.