Specialized advice. Customized solutions. Personalized care.

Leveraging years of financial services experience and a dedication to excellence, our wealth and investment management approach is fully tailored to your unique needs and long-term goals, both personal and professional. By working in close collaboration with us, we will ensure our FINANCIAL recommendations are truly holistic, detail-oriented, and proactive.

What is most important to you? As your advisory team, we will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent, and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.


The McFarlane Boughton Wealth Management Group and our specialized team of experts are here to understand your life priorities and deliver on our commitment to:


1  Assess your financial goals and level of risk tolerance

2 Develop a strategic and effective in-depth plan based on your current financial picture

3 Put your customized investment plan into action

4  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

5  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary