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HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Our Team We are proud of our dedicated Team members who provide top-tier services with professionalism every day. Our Team Request your quote anchor Dermid O'Farrell President & Managing Partner O'Farrell Financial Services Inc. Alex Zewuster Director of Operations & Partner O'Farrell Financial Services Inc. Jayne Lavergne Receptionist & Records Coordinator O'Farrell Financial Services Inc. Donna Lee O'Farrell Operations Consultant & Partner O'Farrell Financial Services Inc. Kari Ross Operations Associate & Partner O'Farrell Financial Services Inc. Christine Aubin Branch Practices & Partner O'Farrell Financial Services Inc. Erin Campbell Employee Benefits Group Broker O'Farrell Financial Services Inc. Andrew MacKinnon Director of Finance & Partner O'Farrell Financial Services Inc. Andrew Beek IT Manager O'Farrell Financial Services Inc. OFSI Team 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’ 28th 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. 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. Name Phone Number City / Town Email Address Prefered Method of Contact Reason for Contacting Us Preferred Office Location Who would you like to connect with? SEND CONTACT REQUEST Thanks for submitting! By providing your email address, you provide O’Farrell Financial Services Inc. with your express consent to receive Commercial Electronic Messages related to finances and/or investments that may be of interest to you. If you no longer want to receive emails of this nature, you can withdraw your consent at any time by contacting marketing@ofsi.ca . Office Locator We are regionally located across Eastern Ontario and the Ottawa Valley to serve you. O’Farrell Financial Services Inc. 40 Brock Street, Brockville, ON 613.865.8080 O’Farrell Financial Services Inc. 108 Second Street East, Unit 103, Cornwall, ON 613.935.6254 O’Farrell Financial Services Inc. 292 County Road 44, Kemptville, ON 613.258.1997 O’Farrell Financial Services Inc. 1035 O’Brien Road, Unit 14, Renfrew, ON 343.361.0212 O’Farrell Financial Services Inc. 510 St. Lawrence Street, P.O. Box 518, Winchester, ON 613.774.2456 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING © 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 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).

HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Advantage Discover how the O’Farrell Financial Employee Benefits Division can help boost your business. You have built a valuable business that you deserve to see it thrive. In taking care of your Team, you’re taking care of your business. An investment in the future of your employees, is an investment in the future of your business. Investing in Your Employees Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied An Investment in the Future: Taking Care of Your Team Group RRSPs provide employees with the opportunity to proactively save for their future, while Group Health Benefits can help employees live healthier lives. By including these as strategic components of your business plan, you can offer attractive compensation package to bolster employee retention and recruitment. Group benefits are also a tax-effective form of compensation, allowing your business to save taxes overall. Other advantages include: • Reduced turnover and absenteeism with healthier, more secure employees • Benefits packages for as few as two employees • Competitive pricing • Economical life and disability coverage, often with no medical required • Employees are given guaranteed levels of coverage without having to submit medical evidence The O'Farrell Advantage To help ensure you get the best possible plan design to attract and retain key employees, we do the shopping for you. As Group Insurance Brokers, we act as an intermediary between you, the client, and the insurer. Our responsibility is to match you with insurance companies that most closely meet your needs. Creating the employee benefits plan for your business takes experience and knowledgeable advice; we will work with you to find the right fit. To find out more about how employee benefits can help make your business more successful contact us. CONTACT US TODAY Benefits are not just for BIG businesses, they are for SMART businesses. Take the first step and connect with us for your business needs analysis. It’s simple! We discuss your goals for your business and gather your company stats to show you a picture of how your custom compensation plan can work for you. REQUEST YOUR QUOTE NOW We are regionally located across Eastern Ontario and the Ottawa Valley to serve you. Feel free to contact us toll-free: 1-877-989-1997 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 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING © 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 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).

HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Services Group RRSPs and Healthcare Benefits: proactive tools to provide your employees with greater financial security and access to health care. If you’re unsure about how to add an Employee Benefits plan to your business, an O’Farrell Financial Group Broker can help you. We take the time to learn about you and your business and take the guess work out of benefits planning. Since we have access to a wide variety of group insurance carriers, we can create a tailored plan for your unique business. Group Retirement Savings Plans By offering Group Registered Retirement Savings (RRSP) Plans, employers are investing in their employees and their business. Group RRSPs can help your employees proactively save for their future, and provide tax savings for your business. You choose the design of the Group Retirement Savings Plan that best suits your business. Options include Group RRSPs, Deferred Profit Sharing Plan, Tax-Free Savings Accounts, Employer Matching or Employer Non-contributing plans. Group Benefit Plans Employees realize the value of Group Benefits Plans, and employers see the difference it makes in the lives of employees; healthier employees results in less turnover and absenteeism. Examples of available products include: Insurance: Life, AD&D, Critical Illness, Disability Long-Term Coverage Paramedical Healthcare and Drug Coverage Healthcare Spending Accounts Dental Care Plans We’re here to help your business thrive! Reach out to us today for more information. Practical Plans for Your Unique Business Our Employee Benefits Division specializes in providing our clients with the best possible solution for their unique needs. We take the time to learn about your business and build a strategy that fits your needs. As group brokers, we have access to a wide variety of insurance carriers and work with them to tailor a customized plan. This allows our Team to obtain the most cost-effective solution for your business. We offer ongoing support and regular reviews to keep you updated on the latest product offerings and allow your benefit plan to adapt along with your business. Protect your most valuable asset with Employee Benefits Plans and Group Retirement Savings Plans. Contact us for a complimentary quote to help you provide the best compensation plan for your Team. REQUEST YOUR QUOTE NOW We are regionally located across Eastern Ontario and the Ottawa Valley to serve you. Feel free to contact us toll-free: 1-877-989-1997 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 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING © 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 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).

You've worked hard to build your legacy. Let us help you to secure that legacy and ensure a smooth transition of your business, estate, and wealth. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Succession & Estate Planning Discover tax-efficient strategies to grow, protect, and pass on your business with the O'Farrell Succession & Estate Planning Division. As business owners, we understand the desire to leave a legacy for the next generation. Our Advisors specialize in tax and succession planning for farms and businesses. We work together to help prepare you for your retirement and guide you through the transition of your life's work to the next generation. Your farm is your life’s work. O’Farrell Wealth & Estate Planning is ours. Farm Succession Play Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Succession Planning for Farms and Businesses O’Farrell Wealth & Estate Planning has a dedicated Succession & Estate Planning Division that works with farms and businesses looking to transition to the next generation. This Team specializes in business and agriculture planning and works closely with business owners, ensuring they have the protection they need and a solid succession plan for passing on their legacy. A good succession plan takes time, patience, and expertise. There are many family, legal, and financial considerations when planning a succession. The small details matter. Using our expertise, we will guide you through this process to develop a comprehensive plan that meets your needs and the needs of your family. Estate Planning An Estate Plan works alongside your Will to ensure that your intentions for your wealth is realized after you have passed. Proper planning will minimize probate fees and other taxes, while protecting assets for your children and grandchildren. Tax planning focuses on how to minimize the taxes you pay and maximize the money you have available. Estate Planning enables you to live the life you want today, while securing the legacy that you want to leave for the future. Charitable Giving Charitable Giving goes hand-in-hand with Estate Planning. As charities, educational institutions, medical institutions, and other organizations contend with budget constraints, they appeal to individuals to support their incredible programs, research, and services. Many individuals want part of their legacy to support reputable, charitable organizations. Our Team can show you how to use tax efficient steps to redirect assets to a cause that is meaningful to you. We can all make a difference in our lives, and with Charitable Giving your legacy can make a difference in the lives of others as well. Insurance Insurance services are a vital element of any financial plan to help protect an individual’s ability to create or maintain their wealth. The challenge is that protecting yourself, your family and your assets comes with a lot of questions. What types of insurance do I need? How much is enough? Will it protect me against the most likely risks? An O’Farrell Wealth & Estate Planning Advisor helps you answer these questions with confidence by conducting an analysis that will bring clarity to your needs, and then point to the appropriate solutions. Life Insurance, Critical Illness Insurance, Disability Insurance and Individual Health Plans are powerful ways to deal with the risks to your family or business. Meet the Succession & Estate Planning Division Matthew Felker Financial Advisor Assante Capital Management Ltd. Keeley Patterson CFP ® Financial Advisor Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Grow and preserve your wealth so that, one day, you can leave a legacy. Contact the O’Farrell Team to discuss your financial goals and build a solid strategy to grow, protect, and pass on your wealth. BOOK YOUR FINANCIAL ANALYSIS NOW I really enjoy working with Cyndy Batchelor at O’Farrell Wealth. She goes above and beyond to satisfy your needs as a client, which makes her stand out from others I’ve worked with to grow my investments. I trust Cyndy to help me make great choices with my investments and she is very knowledgeable. I feel Cyndy and I have become friends through this financial journey as well as having a great financial advisor. I would recommend O’Farrell Wealth & Estate Planning to others because they put your needs first and treat you like one of the family. Marj Van Der Veen Meet with an O'Farrell Advisor at one of our five office locations. Feel free to contact us toll-free: 1-877-989-1997 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 Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP *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 the Canadian Investment Regulatory Organization. Know Your Advisor: Advisor Report | Canadian Investment Regulatory Organization (ciro.ca) 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 www.cipf.ca https://www.ciro.ca © 2023 | All Rights Reserved

< Back This event is now over. Please visit our Community page to see other upcoming events! INTERGENERATIONAL ESTATE PLANNING Steps, Tools & Strategy! Over the next 10 years, $750 Billion is estimated to be transferred in Canada from Boomers to their descendants. In this webinar you will learn some of the most important strategies that can help you reduce taxation and give you piece of mind that your affairs will be taken care of correctly. You will learn the 5 Effective Steps to estate planning, including how to set goals, and how to identify the right executor or guardian(s) for minor children. Join us for this information packed webinar co hosted by Daren Givoque, Financial Advisor at O'Farrell Wealth & Estate Planning, and Jacqueline Power, Assistant Vice-President, Tax and Estate Planning Mackenzie Investments. RSVP WEBINAR First Name Last Name Email Phone By checking this box you agree to allow us to contact you regarding the webinar. Should you wish to discontinue, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy Submit Thanks for submitting! Sorry! Registration for this event is closed.

HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US < BACK Event Registration This event is now over. Please visit our Community page to see other upcoming events! *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 www.cipf.ca https://www.iiroc.ca/ © 2023 | All Rights Reserved

< Back This event is now over. Please visit our Community page to see other upcoming events! INTERGENERATIONAL ESTATE PLANNING Steps, Tools & Strategy! Over the next 10 years, $750 Billion is estimated to be transferred in Canada from Boomers to their descendants. In this webinar you will learn some of the most important strategies that can help you reduce taxation and give you piece of mind that your affairs will be taken care of correctly. ​ You will learn the 5 Effective Steps to estate planning, including how to set goals, and how to identify the right executor or guardian(s) for minor children. Join us for this information packed webinar co hosted by Daren Givoque, Financial Advisor at O'Farrell Wealth & Estate Planning, and Jacqueline Power, Assistant Vice-President, Tax and Estate Planning Mackenzie Investments. RSVP WEBINAR First Name Last Name Email Phone By checking this box you agree to allow us to contact you regarding the webinar. Should you wish to discontinue, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy Submit Thanks for submitting! Sorry! Registration for this event is closed.

HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US < BACK Event Registration This event is now over. Please visit our Community page to see other upcoming events! *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 www.cipf.ca https://www.iiroc.ca/ © 2023 | All Rights Reserved