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Dave McFarlane

Investment Advisor and Financial Planner

Tel: 905-337-2027
Fax: 905-337-2033
Toll Free: 1800-289-7798

Dave McFarlane

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
Map

Other Locations

Thompson and Maple
1001 Maple Ave
Milton, Ontario
L9T 0AS

Contact Me

Education:
Canadian Investment Manager
Certified Financial Planner

Specialties:
Investment Management
Financial Planning


My office is conveniently located in Milton
at the Bank of Montreal Branch

1001 Maple Ave, Milton, Ontario, L9T 0A5




Why Should You Do Business With Me?
  • I am committed to my client’s family financial success.
  • I conduct myself honestly and with integrity.
  • I review the costs of an investment with a client up-front.
  • I will not recommend an investment that I would not place with my own family and I discuss the risks and limitations of an investment.
  • I can provide real value to you, I can help you achieve your goals. I’ve demonstrated it for others and I can do it for you. I have the expertise and the specialization you are seeking. I have demonstrated it for others, and I can do it for you.
David McFarlane is an Investment Advisor representing BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. is a fully integrated premier investment house established in 1912, renowned for its quality research and prominent position relative to its competitors within the Canadian Investment Community. David has been in the Financial Services Industry for twenty-two years. He received his CERTIFIED FINANCIAL PLANNER® or CFP® designation awarded by the Financial Planners Standards Council of Canada in 1996. David is a recipient of the CHARTERED INVESTMENT MANAGER (CIM) designation which demonstrates proficiency in money management services to high-net-worth and institutional clients along with various other related financial services courses. David works with a sophisticated international team of skilled financial experts, including research analysts, economists and tax specialists.

In the winter months David and his family are heavily involved with hockey, traveling from rink to rink and in the summer months David spends his free time at the cottage.