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Dave McFarlane
CFP, CIM

Address

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

Languages

    English

My Background

Dave McFarlane and Associates provide investment expertise through BMO Nesbitt Burns. Our team aspires to bring clients the best the industry has to offer. Through building strong relationships with each one of our clients, we are able to deliver wealth management programs that are tailored to fit each life ambition and family goal. We will conduct our intent with honestly and integrity while maintaining our focus on client relations. Our mission is to use our wealth management expertise to help you achieve your life's dreams. We will aid our clients in discovering their financial paths and will work with you to create unique, future-facing investment strategies that yield increasing returns while balancing risk levels. Dave McFarlane and Associates are dedicated to creating durable, long-term relationships with you and your family. We will develop a fully customized management experience that will grow as your life grows. Your future is adaptable and so are we.

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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.

®Registered trademark of Bank of Montreal, used under license.

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