Proudly serving our communities for over 26 years!
Cynthia Batchelor
Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.
Andrew MacKinnon, CPA
Director of Finance & Partner
O'Farrell Financial Services Inc.
Bonnie Wilson
Financial Advisor
Assante Financial Management Ltd.
Taylor Connell
Administrative Associate to
Peggy Mathieson
Assante Capital Management Ltd.
Brenda Mayhew
Administrative Associate to
Cynthia Batchelor
Assante Capital Management Ltd.
Jennifer Extence
Marketing Manager
O'Farrell Financial Services Inc.
Donna Lee O'Farrell
Operations Consultant & Partner
O'Farrell Financial Services Inc.
Daren Givoque, CDFA
Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.
Alex Zewuster
Director of Operations & Partner
O'Farrell Financial Services Inc.
Andrew Goetz
Financial Advisor
Assante Capital Management Ltd.
Connie Heffernan
Administrative Associate to
Keeley Patterson
Assante Capital Management Ltd.
Jenna Piche
Administrative Associate
Assante Capital Management Ltd.
Jayne Lavergne
Receptionist & Record Coordinator
O'Farrell Financial Services Inc.
Matthew Felker, EPC
Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.
Vipul Arora, CFA
Portfolio Manager
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.
Geoff Carter, FLMI
Employee Benefits Broker
O'Farrell Financial Services Inc.
Kieran Beavis
Administrative Associate
Assante Capital Management Ltd.
Haley Hopkins
Administrative Associate
Assante Capital Management Ltd.
Amanda Pratt
Administrative Associate to
Matthew Felker
Assante Capital Management Ltd.
Ben Medynski
Marketing Coordinator
O'Farrell Financial Services Inc.
Keeley Patterson, CFP®
Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.
Christine Aubin
Branch Practices & Partner
O'Farrell Financial Services Inc.
Peggy Mathieson
Financial Advisor
Assante Capital Management Ltd.
Erin Campbell
Employee Benefits
Group Broker
O'Farrell Financial Services Inc.
Megan Hyatt
Administrative Associate to
Sarah Chisholm & Hugh O'Neill
Assante Capital Management Ltd.
Scott Prince
Investment Funds Associate
Assante Capital Management Ltd.
Kari Ross
Operations Associate
O'Farrell Financial Services Inc.
Hugh O'Neill
Insurance Advisor
Assante Estate & Insurance Services Inc.
Partner
O'Farrell Financial Services Inc.
Sarah Chisholm
Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.
Cole Seabrook
Financial Advisor
Assante Capital Management Ltd.
Shelagh Chambers
Administrative Associate to
Daren Givoque
Assante Capital Management Ltd.
Allison Martin
Financial Advisor
Assante Capital Management Ltd.
Andrew Beek
IT Manager
O'Farrell Financial Services Inc.
Jennifer Shaddick
Finance Associate & Executive Associate to Dermid O'Farrell
O'Farrell Financial Services Inc.
Connect with a Team member today
and get focused on your future.
The O’Farrell Team looks forward to helping you plan a growth strategy
for your wealth that you can preserve and pass on.
CONTACT YOUR O'FARRELL TEAM TODAY AT ONE OF OUR FIVE LOCATIONS:
Feel free to contact us toll-free: 877.989.1997
BROCKVILLE
613.865.8080
40 Brock Street,
Brockville ON
CORNWALL
613.935.6254
108 Second Street East
Unit 103
Cornwall ON
KEMPTVILLE
613.258.1997
292 County Road 44
Kemptville ON
RENFREW
343.361.0212
1035 O'Brien Road
Unit 14
Renfrew ON
WINCHESTER
613.774.2456
510 St. Lawrence Street
P.O. Box 518
Winchester ON
© 2023 | All Rights Reserved
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).