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Financial Planning Services and Group Benefit Plans
to grow your wealth and secure your future. 
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Group Benefits & Group RRSPs, 

for all sizes of business

Our Team provides specialized plans for your organization

to meet the needs of your employees.

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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.

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Our Team

Our dedicated Team Members provide quality service with professionalism every day.

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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. 

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Planning
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Building
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Growing
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Educating
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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.

ofarrell@assante.com

 

1-877-989-1997

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CONTACT THE O'FARRELL TEAM TODAY AT ONE OF OUR FIVE LOCATIONS:

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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

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*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.

 

 

www.mfda.ca

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

© 2022 | All Rights Reserved

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