Celebrating 25 Years in Business
Financial Planning Services and Group Benefit Plans
to grow your wealth and secure your future.
Group Benefits & Group RRSPs,
for all sizes of business
Our Team provides specialized plans for your organization
to meet the needs of your employees.
Wealth planning for every stage of life.
At O'Farrell, we design comprehensive plans to help our clients meet their needs and achieve their goals.
Our Team
Our dedicated Team Members provide quality service with professionalism every day.
Our Values
We support our clients in creating individualized plans that meet them where they are in life. Together we explore progressive strategies to help them make effective choices.
Planning
Building
Growing
Educating
Caring
Let's discuss how the O'Farrell Team can help you.
Fill out the form or call us
to schedule a meeting with one of our Team Members.
1-877-989-1997
CONTACT THE O'FARRELL TEAM TODAY AT ONE OF OUR FIVE LOCATIONS:
BROCKVILLE
613.865.8080
40 Brock Street,
Brockville ON
CORNWALL
613.935.6254
108 Second Street East
Unit 103
Cornwall ON
KEMPTVILLE
613.258.1997
292 County Road 44
Kemptville ON
RENFREW
343.361.0212
1035 O'Brien Road
Unit 14
Renfrew ON
WINCHESTER
613.774.2456
510 St. Lawrence Street
P.O. Box 518
Winchester ON
© 2022 | All Rights Reserved
*Mortgage products and services are provided by Assante Capital Management Ltd. through its
strategic partnership with Bank of Montreal.
We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs.
Important Disclosures
Assante Capital Management Ltd. (“ACM”) is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
Know your Advisor: IIROC Advisor Report
Assante Financial Management Ltd. (“AFM”) is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
Stocks, bonds and mutual funds are provided through ACM. Mutual fund products are provided through AFM. Only those services offered through ACM are covered by the Canadian Investor Protection Fund, and only those services offered through AFM are covered by the MFDA Investor Protection Corporation. For more information please visit http://www.assante.com/legal or contact our office for clarification.
To research the background, qualifications and disciplinary information on advisors at IIROC regulated firms please generate an IIROC Advisor Report.
Employee benefits and pension consulting services, Mortgage lending services, and insurance products and services are provided through O’Farrell Financial
Services Inc. (“OFSI”). OFSI is an independent company unrelated to ACM and AFM.
For further Assante Wealth Management important legal and compliance disclosure, please visit www.assante.com/legal
For more information on our privacy policy, please visit http://www.assante.com/privacy-policy
