Proudly serving our communities for over 25 years!
Invest in your future
with a personalized
Are you looking for a wealth
plan that fits your life now
and grows with you?
With your goals and dreams
in mind, our Financial Advisors
work with you to create a plan
that grows your wealth and
secures your future.
Together we find the right
solution to grow your investments, and keep
Your Financial Journey
You have a vision of where you want to go in life — all you need now is a
map! Our Financial Advisors listen to you and apply their knowledge and
tools to guide you towards your financial goals. We provide you with a
practical, personalized wealth plan to set you on the right path. When
life puts up a roadblock, we will be here to steer you in the right direction.
We provide a multitude of investment options that we tailor to your
specific needs. These include registered, non-registered,
fully guaranteed, and non-guaranteed investment vehicles.
Experience something different with the
O’Farrell Wealth & Estate Planning Team.
Meet the Advisors
We offer the following suite of services to meet your personal and
business Wealth Planning needs:
Succession & Estate Planning
Business & Tax Planning
Visit our Services page to read more about each of our services.
I highly recommend Sarah Chisholm and O’Farrell Wealth for all your investment needs. I've been with them for 3 years and have had a great experience so far! I love that Sarah is always there to help me with my financial questions — knowing she is just a phone call away for any concerns I have regarding my investments is a real comfort to me. I feel very comfortable with Sarah and she is very knowledgeable. I came to O’Farrell looking for a retirement savings plan and a few TFSAs and I left feeling like I made the right decision going with them.
Live the life you want today and
secure the legacy you want for tomorrow.
Contact the O’Farrell Team to start planning a growth strategy
for your wealth that you can preserve and pass on.
Meet with an O'Farrell Advisor at one of our five office locations.
Feel free to contact us toll-free: 1.877.989.1997
40 Brock Street,
108 Second Street East
292 County Road 44
1035 O'Brien Road
510 St. Lawrence Street
P.O. Box 518
*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.
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