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    Dave McFarlane
    CFP, CIM


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



    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.

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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.