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Wealth planning for everyone, 

in all stages of life

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Group Benefits & Group RRSPs, 

for all sizes of business

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Our Team 

We are proud of our dedicated O'Farrell 

Team members who provide top-tier service 

with professionalism every day.

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Dermid O'Farrell

President & Partner
O'Farrell Financial Services Inc.

 

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Cynthia Batchelor

Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.

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Andrew MacKinnon

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

 

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Thomas Nesbitt

Financial Advisor
Assante Capital Management Ltd.

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Taylor Connell

Administrative Associate to
Peggy Mathieson

Assante Capital Management Ltd.

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Brenda Mayhew

Administrative Associate to
Cynthia Batchelor

Assante Capital Management Ltd.

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Amanda Pratt

Administrative Associate to
Matthew Felker

Assante Capital Management Ltd.

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Donna Lee O'Farrell

Operations Consultant & Partner
O'Farrell Financial Services Inc.

 

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Daren Givoque

Financial Advisor
Assante Capital Management Ltd.
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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Cole Seabrook

Financial Advisor
Assante Capital Management Ltd.

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Connie Hefferman

Administrative Associate to
Keeley Patterson

Assante Capital Management Ltd.

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Ben Medynski

Administrative Associate to
Daren Givoque

Assante Capital Management Ltd.

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Scott Prince

Investment Funds Associate
Assante Capital Management Ltd.

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Matthew Felker

Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.

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Portfolio Manager
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.

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Geoff Carter

Group Broker
O'Farrell Financial Services Inc.
 

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Bonnie Wilson

Financial Advisor
Assante Financial Management Ltd.

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Megan Hyatt

Administrative Associate to
Sarah Chisholm & Hugh O'Neill

Assante Capital Management Ltd.

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Sheila Mondor

Administrative Associate to
Thomas Nesbitt & Cole Seabrook

Assante Capital Management Ltd.

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Andrew Beek

IT Manager
O'Farrell Financial Services Inc.

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Keeley Patterson

Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.

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Christine Aubin

Branch Practices & Partner
O'Farrell Financial Services Inc.

 

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Peggy Mathieson

Financial Advisor
Assante Capital Management Ltd.

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Kieran Beavis

Administrative Associate
Assante Capital Management Ltd.

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Karley Legros

Administrative Associate
Assante Capital Management Ltd.

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Sarah Armstrong

Sales & Service Associate to
Daren Givoque

Assante Capital Management Ltd.

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Shay Escander

Creative Associate
O'Farrell Financial Services Inc.

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Hugh O'Neill

Insurance Advisor
Assante Estate & Insurance Services Inc.
Partner
O'Farrell Financial Services Inc.

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Financial Advisor
Assante Capital Management Ltd.
Partner
O'Farrell Financial Services Inc.

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David Murray

Group Broker
O'Farrell Financial Services Inc.

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Erin Campbell

Employee Benefits
Service Representative

O'Farrell Financial Services Inc.

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Allison Martin

Administrative Associate to
Matthew Felker

Assante Capital Management Ltd.

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Jenna Piche

Administrative Associate
Assante Capital Management Ltd.

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Jennifer Extence

Brand Manager
O'Farrell Financial Services Inc.

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Emma Kearney

Operations Associate
O'Farrell Financial Services Inc.

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Kari Ross

Operations Associate
O'Farrell Financial Services Inc.

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Jennifer Shaddick

Finance Associate & Executive
Director 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: 1-877-989-1997

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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

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© 2022 | All Rights Reserved

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*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 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.

 

 

www.mfda.ca

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

For more information on our privacy policy, please visit http://www.assante.com/privacy-policy

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