Dave McFarlane
CFP, CIM

My Background

David has built together a wealth of expertise and experience. Known for his quality research and comprehensive planning strategy, David approaches investments through a long-term view point. Utilizing progressive strategies, he recognizes the importance to wealth management in our growing financial market. From cash flow management to retirement and estate planning, David takes in all aspects of the changing market to meet the unique needs of his clients. David became a Portfolio Manager with Financial Planning credentials because he wants to help people. The most important thing he does for his clients is truly listen to them in order to understand their story and their individual goals. David finds the connection between himself and his clients to be a trusted relationship where he not only builds their investment, but also fosters a long-term bond.