Proudly serving our communities for over 28 years!
To our Group Benefits Clients,
We’re excited to share some important news!
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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.
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What This Means for You:
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✅ 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.
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Why Meldrum Horne?
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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
© 2023 | All Rights Reserved
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We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs.
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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 the Canadian Investment Regulatory Organization.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation (excluding Quebec).