Do you currently have a sound investment plan in place?
What rate of return must you achieve to meet your financial goals?
Is your portfolio well positioned to profit from the volatility in this market cycle?
What financial plan are you following to reduce taxes, minimize probate and increase your estate value?
The McFarlane Boughton Wealth Management Group can help you answer these questions, offering you insight on how you can improve your financial situation. We strive to add value at every client-advisor interaction, giving you valuable information so you can feel comfortable with your investment and retirement plan.
When it comes to your finances, our job is primarily about two things: increasing your wealth and preserving it. That is why, instead of making empty promises, we focus our time where it counts –delivering world-class, values-based wealth strategies that aim to put you in a better financial position, year after year. Our success is based on the financial success of our clients.
Investment Management Financial Planning Tax Planning
Cross-Boarder Solutions Estate Planning Professional Athlete Wealth
Our technology, research, and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.
The Boughton Group