Proudly serving our communities for over 28 years!
Financial Planning Services
to grow your wealth and secure your future.
To our Group Benefits Clients,
We’re excited to share some important news!
Effective June 16, 2025, the Group Benefits and Group Retirement Division of O’Farrell Financial Services Inc. joined forces with Meldrum Horne, Ottawa’s leading-edge benefits advisory firm. This partnership brings together decades of experience, deep expertise, and a shared commitment to delivering exceptional service and tailored solutions to employers and their teams.
What This Means for You:
✅ Same trusted advisor – Your Advisor will continue to support your business.
✅ No disruption – Your plan design and carrier relationships remain unchanged.
✅ Even better service – Your Advisor is now backed by a dedicated team of employee benefits specialists at Meldrum Horne, offering enhanced tools and strategic support.
Why Meldrum Horne?
Meldrum Horne specializes in Group Benefits and Retirement Programs. With over 25 years of experience and a team of credentialed experts, they deliver innovative, client-first solutions that help organizations attract and retain top talent while staying ahead in a competitive market. Their approach is proactive, responsive, and designed to add long-term value.
We’ve had the pleasure of working closely with Meldrum Horne over the past 15 years—and we’re confident you’ll benefit from this new chapter.
If you have any questions about the transition, your Advisor and the Meldrum Horne team are here to help. Thank you for your continued trust.
Warm regards,
The Teams at Meldrum Horne & O’Farrell Financial Services Inc.
Going forward, you can connect with us at https://meldrumhorne.com/ or 1.888.548.8902
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.
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
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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 the Canadian Investment Regulatory Organization.
Know Your Advisor: Advisor Report | Canadian Investment Regulatory Organization (ciro.ca)
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
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