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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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President & Managing Partner
O'Farrell Financial Services Inc.


 

Cynthia (Cyndy) Batchelor Financial Advisor at O'Farrell Wealth & Estate Planning

Cynthia Batchelor

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

Andrew MacKinnon, CPA Director of Finance & Partner at O'Farrell Wealth & Estate Planning

Andrew MacKinnon, CPA

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


 

Bonnie Wilson Financial Advisor O'Farrell Wealth & Estate Planning

Bonnie Wilson

Financial Advisor
Assante Financial Management Ltd.

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Taylor Connell

Administrative Associate to
Peggy Mathieson

Assante Capital Management Ltd.

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Amanda Pratt

Administrative Associate to
Matthew Felker

Assante Capital Management Ltd.

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Jennifer Shaddick

Finance Associate & Executive Associate to Dermid O'Farrell
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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Daren Givoque, CDFA

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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Andrew Goetz

Financial Advisor
Assante Capital Management Ltd.

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Connie Heffernan

Administrative Associate to
Keeley Patterson

Assante Capital Management Ltd.

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Scott Prince

Investment Funds Associate
Assante Capital Management Ltd.

Keeley Patterson Financial Advisor O'Farrell Wealth & Estate Planning

Keeley Patterson, CFP®

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

Vipul Arora CFA O'Farrell Wealth & Estate Planning

Vipul Arora, CFA

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

Geoff Carter, FLMI Employee Benefits Broker at O'Farrell Financial Services Inc.

Geoff Carter, FLMI

Employee Benefits Broker
O'Farrell Financial Services Inc.

 

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Allison Martin

Financial Advisor
Assante Capital Management Ltd.

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Haley Hopkins

Administrative Associate
Assante Capital Management Ltd.

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Andrew Beek

IT Manager
O'Farrell Financial Services Inc.

Hugh O'Neill Insurance Advisor O'Farrell Wealth & Estate Planning

Hugh O'Neill

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

Christine Aubin Branch Practices & Partner O'Farrell Financial Services Inc.

Christine Aubin

Branch Practices & Partner
O'Farrell Financial Services Inc.


 

Peggy Mathieson Financial Advisor at O'Farrell Wealth & Estate Planning

Peggy Mathieson

Financial Advisor
Assante Capital Management Ltd.

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Erin Campbell

Employee Benefits
Group Broker
O'Farrell Financial Services Inc.

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Brenda Mayhew

Administrative Associate to
Cynthia Batchelor

Assante Capital Management Ltd.

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Jayne Lavergne

Receptionist & Record Coordinator
O'Farrell Financial Services Inc.

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Matthew Felker, EPC

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

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Sarah Chisholm

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

Cole Seabrook Financial Advisor O'Farrell Wealth & Estate Planning

Cole Seabrook

Financial Advisor
Assante Capital Management Ltd.

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Kieran Beavis

Investment Funds Associate
Assante Capital Management Ltd.

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Jenna Piche

Administrative Associate
Assante Capital Management Ltd.

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Kari Ross

Operations Associate & Partner
O'Farrell Financial Services Inc.

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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

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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

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WINCHESTER

613.774.2456

510 St. Lawrence Street

P.O. Box 518

Winchester ON

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© 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).

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