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Resources

Tools, news, and articles to keep you informed.
 

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Connect with the O’Farrell Team

and start planning today.

Now is the time to book your consultation

and get your wealth planning strategy underway.

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We have five convenient locations to serve you.

Feel free to contact us toll-free: 1-877-989-1997

BROCKVILLE

613.865.8080

40 Brock Street,

Brockville, ON

CORNWALL

613.935.6254

108 Second Street East

Cornwall, ON

KEMPTVILLE

613.258.1997

292 County Road 44

Kemptville, ON

RENFREW

343.361.0212

1035 O'Brien Road

Renfrew, ON

WINCHESTER

613.774.2456

510 St. Lawrence Street

Winchester, ON

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Looking for information regarding employee

benefits and group pension plans?
Visit O’Farrell Financial Services

© 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.

 

 

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

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