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Invest in your future 
with a personalized
Wealth Plan.

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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

you protected.

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

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Matthew Felker

Financial Advisor
Assante Capital Management Ltd.

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Daren Givoque

Financial Advisor
Assante Capital Management Ltd.


Keeley Patterson

Financial Advisor
Assante Capital Management Ltd.


Portfolio Manager
Assante Capital Management Ltd.


Hugh O'Neill

Insurance Advisor
Assante Estate & Insurance Services Inc.


Financial Advisor
Assante Capital Management Ltd.


Cynthia Batchelor

Financial Advisor
Assante Capital Management Ltd.


Peggy Mathieson

Financial Advisor
Assante Capital Management Ltd.

Our Services

We offer the following suite of services to meet your personal and

business Wealth Planning needs:



Retirement Planning

Succession & Estate Planning

Business & Tax Planning

Wealth Management

Discretionary Trading

Mortgage Referrals*

Charitable Giving

Visit our Services page to read more about each of our services. 

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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.​

Jenna Blais
Contact Us Today

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.

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By providing your email address, you provide O’Farrell Wealth & Estate Planning with your express consent to receive

Commercial Electronic Messages related to finances and/or investments that may be of interest to you. If you no longer

want to receive emails of this nature, you can withdraw your consent at any time by contacting

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Meet with an O'Farrell Advisor at one of our five office locations.

Feel free to contact us toll-free: 1.877.989.1997

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40 Brock Street,

Brockville ON



108 Second Street East

Unit 103

Cornwall ON



292 County Road 44

Kemptville ON



1035 O'Brien Road

Unit 14

Renfrew ON



510 St. Lawrence Street

P.O. Box 518

Winchester ON

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Looking for information regarding employee

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


*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: 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 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

For more information on our privacy policy, please visit

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© 2023 | All Rights Reserved

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