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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.

HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Invest in your future with a personalized Wealth Plan. Anchor 1 Are you looking for a wealth plan that fits your life now and grows with you? With your goals and dreams in mind, our Financial Advisors work with you to create a plan that grows your wealth and secures your future. Together we find the right solution to grow your investments, and keep you protected. Your Financial Journey You have a vision of where you want to go in life — all you need now is a map! Our Financial Advisors listen to you and apply their knowledge and tools to guide you towards your financial goals. We provide you with a practical, personalized wealth plan to set you on the right path. When life puts up a roadblock, we will be here to steer you in the right direction. We provide a multitude of investment options that we tailor to your specific needs. These include registered, non-registered, fully guaranteed, and non-guaranteed investment vehicles. Experience something different with the O’Farrell Wealth & Estate Planning Team. CONTACT US TODAY Meet the Advisors Matthew Felker Financial Advisor CI Assante Wealth Management Ltd. Vipul Arora Portfolio Manager CI Assante Wealth Management Ltd. Cole Seabrook Financial Advisor CI Assante Wealth Management Ltd. Keeley Patterson Financial Advisor CI Assante Wealth Management Ltd. Sarah Chisholm Financial Advisor CI Assante Wealth Management Ltd. Cynthia Batchelor Financial Advisor CI Assante Wealth Management Ltd. Peggy Mathieson Financial Advisor CI Assante Wealth Management Ltd. Daren Givoque Financial Advisor CI Assante Wealth Management Ltd. Allison Martin Financial Advisor CI Assante Wealth Management Ltd. MEET OUR TEAM Our Services We offer the following suite of services to meet your personal and business Wealth Planning needs: Insurance Investments Retirement Planning Succession & Estate Planning Business & Tax Planning Wealth Management Discretionary Trading Mortgage Referrals * Charitable Giving Visit our Services page to read more about each of our services. Read more I highly recommend Sarah Chisholm and O’Farrell Wealth for all your investment needs. I've been with them for 3 years and have had a great experience so far! I love that Sarah is always there to help me with my financial questions — knowing she is just a phone call away for any concerns I have regarding my investments is a real comfort to me. I feel very comfortable with Sarah and she is very knowledgeable. I came to O’Farrell looking for a retirement savings plan and a few TFSAs and I left feeling like I made the right decision going with them. Jenna Blais Contact Us Today Live the life you want today and secure the legacy you want for tomorrow. Contact the O’Farrell Team to start planning a growth strategy for your wealth that you can preserve and pass on. Name Phone Number 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 Wealth & Estate Planning 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 ofarrell@assante.com 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

Event Registration Form 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

Event Registration Form < 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.

Find tools for wealth management, advisor articles, videos and seminars, and more. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Resources Tools, news, and articles to keep you informed. SUBSCRIBE TO OUR NEWSLETTER O'Farrell News & Insights Articles Mid-Year Financial Check-Up: Are You on Track With Your 2025 Goals? As we cross the halfway mark of 2025, now is the perfect time for a financial check-up. It is a great idea to review the goals you set... Allison Martin Jun 4, 2025 Five Questions to Start your Financial Plan As a Financial Advisor, I often get asked variations of the following questions: When can I retire? How much do I need to save for... Sarah Chisholm May 1, 2025 Young Investors – Do they have financial knowledge? We try to teach our kids to be resilient, to know right from wrong, to stand up for themselves, to be polite and to work hard. Some of us... Cyndy Batchelor Mar 27, 2025 Children’s CI: A Worthwhile Investment? The worst news you could receive is that your child has fallen sick with a critical illness. Worry, fear, and concern come crashing down.... Andrew Goetz Mar 3, 2025 Maintaining Financial Goals in 2025 As we move into 2025, it’s essential to maintain focus on our financial goals. The beginning of a new year often brings a surge of... Cole Seabrook Jan 23, 2025 Holiday Greetings The holiday season is upon us! We are quickly approaching one of the busiest times of the year and it can be so easy to get wrapped up in... Allison Martin Dec 2, 2024 “Money on your Mind. Talk about it!” Each year the Financial Consumer Agency of Canada (FCAC) dedicates the month of November as Financial Literacy Month. The campaign for... Sarah Chisholm Nov 5, 2024 Estate Planning and Best Practices As part of the Estate Planning process, it is imperative that you organize your affairs so that they are managed according to your... Cyndy Batchelor Oct 1, 2024 1 2 3 4 5 Market Updates Wealth Market Recap Dilemmas! North American equity markets continued their upward march during the month of May underpinned by continuation of news flow on ongoing peace talks between United States and Iran. However, bond yields in the United States continued to advance expressing skepticism on any real progress, in our view. Higher bond yields imply prospects of higher inflation partially driven by expectations that the Strait of Hormuz will remain close for longer. Bond yields declined in Canada as ma Vipul Arora Jun 12 Stalemate to Checkmate? North American markets witnessed historical recovery with the S&P 500 Index advancing by ~+9.6% and S&P TSX Index by ~+3.0% in April. While the ceasefire announced on April 7th ignited investor enthusiasm on hopes of a truce between the United States, Israel and Iran; the positive momentum was accentuated by the first-quarter earnings season starting in late April. As of this writing, nearly 90% of the companies in the S&P 500 Index have reported first calendar-quarter earnin Vipul Arora May 15 Chutzpah, Whipsaw, Seesaw! The North American markets witnessed tumultuous month of March as the war in middle east kept investors on the edge. The S&P 500 Index dropped about -7.80% and S&P TSX dropped about -8.80% from the start of war on February end to their respective troughs in late March before swiftly recovering almost entire losses by mid-April. While it is still early to say the hostilities between the warring parties are over, equity market investors are expecting a probable deal sometime so Vipul Arora Apr 16 Halo, World! The rise of the software sector saw its humble beginnings in the form of the simplest of programs, where the engineer would write a simple code which output “Hello, World!” onto the screen. Over time, Software Engineers have continued to build and write innovative codes that have helped to handle a multitude of tasks more efficiently. As the industry evolved, investors awarded the software companies with high valuation multiples given the nature of their business models which Vipul Arora Mar 16 Decoding Discombobulations North American equity markets started the year on a positive note with the S&P 500 Index up by ~+1.4% and S&P TSX Index by ~+0.70% for month of January. The returns on fixed-income assets were more muted for the month with aggregate fixed income indices in green by +0.11% in the United States and +0.54% in Canada. That said, the month was anything but uneventful. At the start of the year, the United States launched a military operation in Venezuela and captured the sitting pr Vipul Arora Feb 12 Climbing The Wall of Worry The North American equity markets ended the last month of the year on a positive note despite several worries on investors’ minds. The concerns ranging from increasing geopolitical tensions, future profitability of companies investing heavily in artificial intelligence infrastructure, to the policy rate trajectory amid still high inflation and a softening labour market weighed on investor sentiments for the most part in December. The ongoing uncertainty helped demand for saf Vipul Arora Jan 16 Selectivity to Navigate Uncertainty North American capital markets have been witnessing choppy markets since the beginning of November as investors moved from one concern to another in a short span of time. From worries around impact of extended government shutdown on the state of the economy to if the United States Federal Reserve delivered a rate cut on December 10 th , the date for Federal Open Market Committee (FOMC) meeting, to if the extent of capital expenditure done to build the artificial intelligence Vipul Arora Dec 17, 2025 Shutdown Jitters! After ignoring the risks from the government shutdown for a long period, the North American capital markets finally appeared on a shaky ground after the United States’ government shutdown entered its longest run. Historically, the markets have largely ignored the government shutdowns as they typically get resolved before they begin to cause lasting damage to the economy. However, the current shutdown carrying on beyond the 35 days (previous record) put together with air trave Vipul Arora Nov 13, 2025 1 2 3 4 5 Invest in Your Financial Future. Subscribe to our Monthly Newsletter. First name Last name Email I consent to O'Farrell Wealth & Estate Panning contacting me by email. Subscribe Thanks for subscribing! Anchor 1 Webinars Videos & Webinars Resources Assante Investor Online Financial Calculator RESP Savings Calculator EY Tax Calculator Farm Succession Planning: Getting the Conversation Started Intergenerational Estate Planning - Steps, Tools & Strategy! Six Things Every Canadian Should Know About Powers of Attorney Inflation, Interest Rates, & Investments - How to Manage Your Portfolio Right Sizing Your Life - Downsizing done Right First Time Home Buyers 1 2 3 Connect with the O’Farrell Team and start planning today. Now is the time to book your consultation and get your wealth planning strategy underway. BOOK YOUR FINANCIAL ANALYSIS 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 © 2026 | All Rights Reserved

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

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).

O'Farrell has been in business for over 25 years, providing wealth and estate planning services to clients throughout Eastern Ontario. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES 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. Dermid O'Farrell Operations CI Assante Wealth Management Ltd. Daren Givoque, CDFA Financial Advisor CI Assante Wealth Management Ltd. Peggy Mathieson Financial Advisor CI Assante Wealth Management Ltd. Connie Heffernan Administrative Associate to Keeley Patterson CI Assante Wealth Management Ltd. Amanda Pratt Administrative Associate to Matthew Felker 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. Vipul Arora, CFA Portfolio Manager CI Assante Wealth Management Ltd. Cole Seabrook Financial Advisor CI Assante Wealth Management Ltd. Haley Hopkins Administrative Associate to Daren Givoque & Cole Seabrook CI Assante Wealth Management Ltd. Scott Prince Investment Funds Associate CI Assante Wealth Management Ltd. Keeley Patterson, CFP® Financial Advisor CI Assante Wealth Management Ltd. Sarah Chisholm Financial Advisor CI Assante Wealth Management Ltd. Christine Aubin Senior Manager CI Assante Wealth Management Ltd. Jenna Piché Administrative Associate to Daren Givoque & Cole Seabrook CI Assante Wealth Management Ltd. Brenda Mayhew Administrative Associate to Cyndy Batchelor CI Assante Wealth Management Ltd. Cynthia Batchelor Financial Advisor CI Assante Wealth Management Ltd. Allison Martin Financial Advisor CI Assante Wealth Management Ltd. Kieran Beavis Investment Funds Associate CI Assante Wealth Management Ltd. Jennifer Shaddick Administrative Associate to Sarah Chisholm CI Assante Wealth Management Ltd. Abram Gleason Administrative Associate to Daren Givoque & Cole Seabrook CI Assante Wealth Management Ltd. 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. O'Farrell Wealth & Estate Planning We are regionally located across Eastern Ontario and the Ottawa Valley to serve you. O’Farrell Wealth & Estate Planning 40 Brock Street, Brockville, ON 613.865.8080 O’Farrell Wealth & Estate Planning 108 Second Street East, Unit 103, Cornwall, ON 613.935.6254 O’Farrell Wealth & Estate Planning 292 County Road 44, Kemptville, ON 613.258.1997 O’Farrell Wealth & Estate Planning 1035 O’Brien Road, Unit 14, Renfrew, ON 343.361.0212 O’Farrell Wealth & Estate Planning 510 St. Lawrence Street, P.O. Box 518, Winchester, ON 613.774.2456 O’Farrell Wealth & Estate Planning 613.258.1997 Toll-free: 877.989.1997 Fax: 613.774.0371 Monday - Friday 8:30 AM - 4:30 PM ofarrell@assante.com We have five locations in Eastern Ontario and the Ottawa Valley to serve you. By providing your email address, you provide O’Farrell Wealth & Estate Planning 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 ofarrell@assante.com 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! Keeley & Connie are truly the ‘dynamic duo’. They are highly knowledgeable in their investment strategies, completely professional in their service and sensitive in explaining risk factors and recommending alternative investment options. Regular update meetings throughout the year provide that much needed level of comfort and confidence. Our move to O’Farrell has proven to be the right one and we recommend O’Farrell Wealth & Estate Planning to our family & friends. Anne & Robert Fraser Connect with a Team member today and get focused on your future. Contact the O’Farrell Team to start planning a growth strategy for your wealth that you can preserve and pass on. 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 © 2026 | All Rights Reserved

O'Farrell has been in business for over 25 years, providing wealth and estate planning services to clients throughout Eastern Ontario. Financial Planning Services to grow your wealth and secure your future. O'Farrell Wealth & Estate Planning Wealth planning for every stage of life. At O'Farrell, we design comprehensive plans to help our clients meet their needs and achieve their goals. WEALTH & ESTATE PLANNING 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 Our Team Our dedicated Team Members provide quality service with professionalism every day. MEET THE O'FARRELL TEAM Our Values We support our clients in creating individualized plans that meet them where they are in life. Together we explore progressive strategies to help them make effective choices. Planning Building Growing Educating Caring Let's discuss how the O'Farrell Team can help you. Fill out the form or call us to schedule a meeting with one of our Team Members. ofarrell@assante.com 877.989.1997 Name Phone Number Email Prefered Method of Contact Reason for Contacting Us Preferred Office Location Who would you like to connect with? SEND CONTACT REQUEST Thanks for submitting! CONTACT THE O'FARRELL TEAM TODAY AT ONE OF OUR FIVE LOCATIONS: 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 *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. 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/

At O'Farrell Wealth & Estate Planning, we provide guidance and wealth planning services to our clients to help them live the life they want today and secure their future. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Wealth Management Our Wealth Management Division works alongside the O'Farrell Wealth & Estate Planning Financial Advisors team to provide clients with holistic Planning Solutions, and Investment Management Services. You work hard to earn your money, but that is just the first step towards a secure financial future. The growth, management, and preservation of your wealth is essential. A Unique Approach to Wealth Management Our Wealth Management Division * sets O’Farrell Wealth & Estate Planning apart from other financial services firms. This Division, led by our in-house Portfolio Manager, provides investment analysis and enables us to build customized wealth plans for our clients. The Wealth Management Division combines Wealth Planning, Estate Planning, and Investment Management to provide holistic solutions that are in the best interest of our clients. *Wealth Planning Services may be provided by an accredited Assante Advisor or Assante Private Client, a division of CI Private Counsel LP. Wealth and Estate Planning Our Wealth Management Division works closely with our Financial Advisors, as well as our Succession & Estate Planning Division, to build custom investment solutions. We provide options that specifically meet our clients' needs and risk tolerance. We work together to align your investments with your retirement and estate planning objectives. The Wealth Management Division is dedicated to following financial market developments and world events, and to understanding how these various factors affect investors. Investment Management In addition to working alongside our Team of Financial Advisors, the Wealth Management Division also provides professional investment management solutions for clients. We oversee our clients' financial assets and holdings within their investment portfolio, and adjust as necessary to achieve specific investment goals. The Wealth Management Division provides services such as asset allocation, financial statement analysis, stock selection, monitoring of existing investments, portfolio strategy and implementation. Our Team specializes in providing wealth management solutions leveraging a spectrum of investment types such ETFs , Mutual Funds , Segregated Funds , Preferred shares , Stocks , Securities , GICs, Alternative Investments and High Interest Savings Accounts , based our clients' needs. We are your local, dedicated Wealth Management Team . Discretionary Trading O’Farrell Wealth & Estate Planning is proud to offer a Discretionary Platform to eligible investors. Discretionary trading enables our in-house Portfolio Manager, Vipul Arora, to carefully manage our client’s funds and make tactical changes in a nimble and timely manner in response to current market and economic conditions. Discretionary trading provides the ability to make changes to our client’s funds, guide them away from volatile areas of the markets, and move them into areas of stability and opportunity. This program is designed to give our clients peace of mind with the knowledge that your hard-earned money is being safeguarded and managed by a capable and experienced Portfolio Manager. Our Discretionary Portfolios are comprised of multiple securities such as ETFs and stocks. The utilization of these two product types enables us to provide quality market exposure and active portfolio management at a competitive management expense. Speak to one of our Advisors to learn more about the Discretionary Platform and investor eligibility. Our Investment Philosophy We believe that investment returns must be superior, sustainable and consistent over a long period of time in order for the investor to get favourable results. Our philosophy is to incorporate the following principles into the development of our portfolios and to strive for these objectives: SUPERIOR Assets bought at a reasonable price in relation to their expected growth ensure superior returns over a long-term. SUSTAINABLE Attributes that promote durability of businesses such as strong competitive advantages, proven track records of innovation, and strong pricing power, ensure investment returns that are sustainable over the long-term. CONSISTIENT A portfolio diversified across sectors and geographies eases the ride in the inherently volatile stock markets. Inconsistent returns can lead to volatility drag which reduces wealth accumulation over time. What Kind Of Investor Are You? Take the assessment and find out! Additional Resources Visit the link below for additional wealth resources: ARTICLES PRESENTATIONS MARKET INFORMATION VISIT OUR BLOG Meet the Wealth Management Division Matthew Felker Financial Advisor Assante Capital Management Ltd. Vipul Arora Portfolio Manager Assante Capital Management Ltd. Kieran Beavis Investment Funds Associate Assante Capital Management Ltd. Scott Prince Investment Funds Associate Assante Capital Management Ltd. Grow and preserve your wealth with your customized plan. Contact the O’Farrell Team to discuss your investment goals and create a functional strategy to grow, protect, and to 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 © 2026 | All Rights Reserved *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 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

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

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