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Contact Us

David McFarlane,CFP,CIM
Rose Hawrychuk

Tel: 905-337-2027
Fax: 905-337-2033

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
Map

Dave McFarlane and Associates provide investment expertise through BMO Nesbitt Burns. Our team aspires to bring clients the best the industry has to offer. Through building strong relationships with each one of our clients, we are able to deliver wealth management programs that are tailored to fit each life ambition and family goal. We will conduct our intent with honestly and integrity while maintaining our focus on client relations.

Our mission is to use our wealth management expertise to help you achieve your life's dreams. We will aid our clients in discovering their financial paths and will work with you to create unique, future-facing investment strategies that yield increasing returns while balancing risk levels.
 
Our Mission
We are committed to our client’s family financial success. Supported with smart technology, we specialize in achieving individual client goals. Through our trusted service and expert dedication, we will provide real value to our clients and their families. We have identified the individual needs of our clients and have tailored their plans to their individual Life Stages.
 
Dave McFarlane and Associates are dedicated to creating durable, long-term relationships with you and your family. We will develop a fully customized management experience that will grow as your life grows. Your future is adaptable and so are we.