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Our Team

We are proud of our dedicated Team members who 
provide top-tier services with professionalism every day. 

Our Team

 
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Dermid O'Farrell

President & Partner
O'Farrell Financial Services Inc.
 

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Alex Zewuster

Director of Operations & Partner
O'Farrell Financial Services Inc.
 

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Jenna Piche

Administrative Associate
O'Farrell Financial Services Inc.

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Donna Lee O'Farrell

Operations Consultant & Partner
O'Farrell Financial Services Inc.
 

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Geoff Carter

Group Broker
O'Farrell Financial Services Inc.
 

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Andrew Beek

IT Manager
O'Farrell Financial Services Inc.

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Christine Aubin

Branch Practices & Partner
O'Farrell Financial Services Inc.
 

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McKenzie Desjardins

Employee Benefits 
Service Representative

O'Farrell Financial Services Inc.
 

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Shay Escander

Creative Associate
O'Farrell Financial Services Inc.

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Andrew MacKinnon

Director of Finance & Partner
O'Farrell Financial Services Inc.
 

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Erin Campbell

Employee Benefits
Service Representative

O'Farrell Financial Services Inc.

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Jennifer Extence

Brand Manager
O'Farrell Financial Services Inc.

 
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The O'Farrell Story

Most businesses have a story behind them, and O’Farrell is no different. In 1997, Dermid and Donna Lee O’Farrell founded the company with a belief that when relationships are strong, people will have the confidence to act on their plans.

 

Recognizing that financial planning would be deeply valuable to the people in their community and surrounding area, they set out to build a company that would provide clients with an experience of quality advice, professional discipline, and compassion; something that their clients could believe in, something they can trust.

From the beginning, the company has grown steadily each year and has proven that their belief was one that was shared by their clients. While it was not without its challenges and hardships, Dermid and Donna Lee put in the tough work that is required to build any meaningful business. Now, as the company celebrates its’ 25th year in business, they have attracted a Team that shares their commitment to relationship and their desire to help clients plan for their financial future.

Our Team is ready to assist with all

your benefits needs. Contact us today!

Whether you are fact finding, or you are looking to re-evaluate a current compensation plan;

explore your options with a no-obligation consultation with an O'Farrell Group Broker.

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Ready to discuss how an employee compensation plan can enhance your business?

Our Group Benefits Brokers can provide a no-cost,

no-obligation analysis to evaluate your group retirement savings plan and benefits needs.

Please contact us using one of the methods below.

O’Farrell Financial

Services Inc.

         613.774.2456

          Toll-free: 1.877.989.1997

          Fax: 613.774.0371

 

        Monday - Friday

         8:30 a.m. - 4:30 p.m.

       

         benefits@ofsi.ca

 

         We have five locations in

         Eastern Ontario and the

         Ottawa Valley to serve you.

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Office Locator

We are regionally located across Eastern Ontario and the Ottawa Valley to serve you.

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O’Farrell Financial Services Inc. 

40 Brock Street,

Brockville, ON

613.865.8080

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O’Farrell Financial Services Inc. 

108 Second Street East, Unit 103,

Cornwall, ON

613.935.6254

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O’Farrell Financial Services Inc. 

292 County Road 44,

Kemptville, ON

613.258.1997

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O’Farrell Financial Services Inc. 

1035 O’Brien Road, Unit 14,

Renfrew, ON

343.361.0212

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O’Farrell Financial Services Inc. 

510 St. Lawrence Street, P.O. Box 518, Winchester, ON

613.774.2456

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Looking for information regarding investments and wealth planning?
Visit O’Farrell Wealth & Estate Planning.

We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs.                                        

Investments and wealth planning are provided through Assante Capital Management Ltd. (“ACM”). Mutual fund products are provided through Assante Financial Management Ltd. (“AFM”). 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.  AFM, ACM, and/or its affiliates are not responsible for any service or product provided through O’Farrell Financial Services Inc.

 

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

 

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation (excluding Quebec).

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