DAVID MCFARLANE, CFP®, CIM
Associate Portfolio Manager and Financial Planner
Email: email@example.com | Telephone: (905) 337-2027
David has been in the Financial Services Industry for thirty five years, bringing a wealth of exerpience and expertise to the team. He is the receiptant of two well-regarded designations in the securities industry, Certified Financial Planner®(CFP) and the Chartered Investment Manager (CIM). David fosters a hollistic approach to money management, providing customized and tailored advice to high-net-worth and corporate clients.
David and his wife Jackie live in Burlington along with their six children. and in his free time loves playing hockey and hiking. David and his family are active supporters of various charitable organizations in his community.
Email: Rose.Hawrychuk@nbpcd.com | Telephone: (905) 337-1179
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 Dave McFarlane and Associates 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 travelling and long walks. Rose and Dale spend as much time as they can with their three children and their new granddaughter Anna.
Frank Lapierre, CFP®, CLU
Estate and Insurance Advisor
BMO Wealth Management
Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life. His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.
He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes. Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.
Trust and Estate Planner
David brings over 20 years of experience as a Trust and Estate Planner. He is also a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Senior Banker Nesbitt Burns
Jeffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team.
Jeffrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs.
Jeffrey holds a Bachelor of Business Administration from Brock University, and the Certified Financial Planner (CFP) designation.
He is married, is an automobile enthusiast and lives in Burlington with his teenage son and daughter and his golden retriever, Poppy.
Arthur Tu, CFP®, CIM
Senior Private Banker
With almost a decade of extensive banking experience attained from working in various wealth-advisory roles across some of Canada's largest financial institutions, Arthur firmly believes he is able to advise and guide his clients with great insights and clarity. Through Arthur, clients can also access an array of customized, integrated banking and wealth solutions for individuals, executives, holding companies and professional corporations.
Arthur's experience in the areas of wealth and financial planning has taught him two things - every client is unique and increasing wealth comes with more freedom, opportunities and complexities. In light of this, Arthur's commitment has been to always help high net-worth clients implement customized integrated wealth management and banking solutions that are developed in collaboration with your BMO Nesbitt Burns advisor and associated specialists.