Meet Our Team

Dave is committed to making decisions that are consistent with his clients' investment objectives and wishes. Dave believes in a personalized total wealth management approach. He uses progressive research tools to build comprehensive long-term strategies for today’s evolving markets.

Dave has been in the financial industry for 30 years, joining BMO Nesbitt Burns in 2004. He graduated from Seneca College and studied Accounting at York University. He has obtained the Chartered Investment Manager (CIM) and the Certified Financial Planner (CFP) designations.

Dave was born in Etobicoke and now lives in Burlington. Dave is the father of six children. He and his partner Jackie also have a dog named Carter. He is a member of the Oldtimers Burlington Hockey Club and enjoys watching the Maple Leafs... most times. He's learned that team success requires constant communication and a united group commitment.

Nicholas Boughton, CIM® is dedicated to providing effective, wealth management and financial solutions to a group of established individuals and their families.  He has obtained his Chartered Investment Manager (CIM®) designation, one of the highest academic achievements in the investment industry offering the following benefits:

• Specialization in high-level investment strategies tailored to affluent clients

• Understanding the application of portfolio management in the context of Canadian markets and regulatory requirements

• Credibility in the eyes of clients, peers, employers and regulators through the dedication to a higher professional standard

• Builds meaningful relationships with clients, built upon trust and respect, and truly effective portfolio management

• Identifies client objectives and constraints while evaluating investment products that represent both traditional and alternative asset classes

• Develops appropriate investment policies and strategies and implements them through portfolio construction

• Properly measures and evaluates portfolio performance.

Furthermore, Nicholas has extensive banking experience, having worked for some of the largest banks in Canada.  He is a great sounding board for clients wanting to make important life decisions.  In his past endeavors, he built two local health and wellness companies, and travelled the world working for a premier cruise line as a manager responsible for inventory, sales, and customer service.        

Rose has been in the Financial Services Industry for over 29 years and is licensed as an Investment Representative. She contributes in helping clients build their personal financial security. Rose’s positive and friendly attitude makes her an invaluable team member focused on delivering the highest level of client care. Rose’s role is to work with and support The McFarlane Boughton Wealth Management Group with day to day client management. She is the main point of contact for any administration of investment products and services while she also ensures that you receive timely and helpful information related to your accounts.

Rose and her husband Dale live in Mississauga.  When they have some downtime together they enjoy traveling and long walks. Rose and Dale spend as much time as they can with their three children and their new granddaughter Anna.