Canadian Investment Manager
Certified Financial Planner
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?
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.
- 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.
will not recommend an investment that I would not place with my own
family and I discuss the risks and limitations of an investment.
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.
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