OLD HOME More CONNECT WITH US To our Group Benefits Clients, We’re excited to share some important news! 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. What This Means for You: ✅ 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. Why Meldrum Horne? 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 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).

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OLD HOME More CONNECT WITH US To our Group Benefits Clients, We’re excited to share some important news! 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. What This Means for You: ✅ 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. Why Meldrum Horne? 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 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING *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: 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. 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

Wealth planning for everyone, in all stages of life WEALTH & ESTATE PLANNING < Back to Home Page Our Team We are proud of our dedicated O'Farrell Team members who provide top-tier service with professionalism every day. Dermid O'Farrell Operations CI Assante Wealth Management Ltd. Vipul Arora, CFA Portfolio Manager CI Assante Wealth Management Ltd. Christine Aubin Senior Manager, Operations CI Assante Wealth Management Ltd. Jennifer Shaddick Administrative Associate to Sarah Chisholm CI Assante Wealth Management Ltd. Erika Abraham Administrative Associate to Peggy Mathieson CI Assante Wealth Management Ltd. Matthew Felker, EPC Financial Advisor CI Assante Wealth Management Ltd. Sarah Chisholm Financial Advisor CI Assante Wealth Management Ltd. Kieran Beavis Investment Funds Associate CI Assante Wealth Management Ltd. Amanda Pratt Administrative Associate to Matthew Felker CI Assante Wealth Management Ltd. Keeley Patterson, CFP® Financial Advisor CI Assante Wealth Management Ltd. Allison Martin Financial Advisor CI Assante Wealth Management Ltd. Connie Heffernan Administrative Associate to Keeley Patterson CI Assante Wealth Management Ltd. Scott Prince Investment Funds Associate CI Assante Wealth Management Ltd. Cynthia Batchelor Financial Advisor CI Assante Wealth Management Ltd. Peggy Mathieson Financial Advisor CI Assante Wealth Management Ltd. Haley Hopkins Administrative Associate to Daren Givoque & Cole Seabrook CI Assante Wealth Management Ltd. Brenda Mayhew Administrative Associate to Cyndy Batchelor CI Assante Wealth Management Ltd. Daren Givoque, CDFA Financial Advisor CI Assante Wealth Management Ltd. Cole Seabrook Financial Advisor CI Assante Wealth Management Ltd. Jenna Piché Administrative Associate to Daren Givoque & Cole Seabrook CI Assante Wealth Management Ltd. Abram Gleason Administrative Associate to Daren Givoque & Cole Seabrook CI Assante Wealth Management Ltd. 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. CONNECT WITH US 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 © 2025 | All Rights Reserved We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

Our Employee Benefits Division specializes in brokering the best possible solution for your business’ benefits needs. We work with the insurance carriers to build a customized plan at an affordable price. OLD HOME More CONNECT WITH US To our Group Benefits Clients, We’re excited to share some important news! 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. What This Means for You: ✅ 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. Why Meldrum Horne? 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 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).

Find out about sponsorships, our community involvement, and the latest events happening. OLD HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Community Building Stronger Communities O'Farrell Wealth & Estate Planning takes pride in leaving a positive impact in the communities in which we serve. Community O’Farrell Wealth & Estate Planning recognizes our responsibility to help strengthen the communities in which we live and work. We encourage and support our Team to become involved in their communities, lending their voluntary support to programs that enrich the quality of life for all citizens. Sponsorship O’Farrell Wealth & Estate Planning participates regularly in sponsorships and employee volunteerism in the communities we serve. While we mainly focus on supporting two major causes — Agriculture and Health & Wellness — we welcome sponsorship requests from interested parties and organizations. Agriculture Farmers are essential to the fundamental well-being of our society. We are proud to support Agricultural events and associations s uch as The Soil and Crop Improvement Association, Dairy Farmers of Ontario, 4-H and The Ottawa Valley Seed Growers Association. Health & Wellness We strongly believe in the importance of life, health, disability, and critical illness insurance, and take a genuine interest in the health and well-being of our clients and communities. Application Criteria O’Farrell Wealth & Estate Planning supports charities and community initiatives that foster development in the areas of Agriculture & Health and Wellness through: Sponsorship: Monetary contribution in exchange for sponsorship entitlements Donation of Prize or Silent Auctions item: We do not offer monetary donations In-kind: Offer our expertise in exchange for sponsorship entitlements Volunteerism: O’Farrell Team members volunteer on various boards and committees All sponsorship requests can be submitted using our online form. Click on the “Request Sponsorship ” button below. REQUEST SPONSORSHIP COMMUNITY MATTERS TO US. Thank you for your service to our great communities, in which we live. The Community Boardroom When we built our offices, we deliberately created our boardrooms so they could be used by the community. If your charitable, non-profit, or not-for-profit organization needs a place to meet on evenings or weekends, we welcome you to use it at no cost. We have boardroom space available in Kemptville and Winchester. Click the button below to book your meeting. BOOK THE BOARDROOM Grow with us! Build your plan with an O'Farrell Advisor and start seeing results. Contact the O’Farrell Team to discuss your future financial goals and build a solid strategy to grow, protect, and pass on your wealth. BOOK YOUR FINANCIAL ANALYSIS NOW 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 *Mortgage products and services are provided by CI Assante Wealth 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 CI Assante Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Insurance products and services are provided through Assante Estate and Insurance Services Inc Know Your Advisor: Advisor Report | Canadian Investment Regulatory Organization (ciro.ca) 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/ © 2026 | 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