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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. Our Team Meet the experienced professionals of the O'Farrell Wealth & Estate Planning Team. Matthew Felker, EPC Financial Advisor Assante Capital Management Ltd. Daren Givoque, CDFA Financial Advisor Assante Capital Management Ltd. Allison Martin Financial Advisor Assante Capital Management Ltd. Kieran Beavis Investment Funds Associate Assante Capital Management Ltd. Brenda Mayhew Administrative Associate to Cynthia Batchelor Assante Capital Management Ltd. Scott Prince Investment Funds Associate Assante Capital Management Ltd. Keeley Patterson, CFP® Financial Advisor Assante Capital Management Ltd. Vipul Arora, CFA Portfolio Manager Assante Capital Management Ltd. Peggy Mathieson Financial Advisor Assante Capital Management Ltd. Taylor Connell Administrative Associate to Peggy Mathieson Assante Capital Management Ltd. Jenna Piché Administrative Associate to Daren Givoque & Cole Seabrook Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Cole Seabrook Financial Advisor Assante Capital Management Ltd. Connie Heffernan Administrative Associate to Keeley Patterson Assante Capital Management Ltd. Jennifer Shaddick Administrative Associate to Sarah Chisholm & Hugh O'Neill Assante Capital Management Ltd. Cynthia Batchelor Financial Advisor Assante Capital Management Ltd. Andrew Goetz Financial Advisor Assante Capital Management Ltd. Bonnie Wilson Insurance Advisor Assante Estate & Insurance Services Inc. Haley Hopkins Administrative Associate Assante Capital Management Ltd. Amanda Pratt Administrative Associate to Matthew Felker Assante Capital 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 Financial 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 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

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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. HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Carrier s Group plans are distributed through an insurance carrier. As brokers, we wor k with them to obtain the best plan for your unique business. Perks like Healthcare Benefits and Retirement Savings Plans keep your employees strong, healthy and secure, which is important for your business. 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. Insurance Carriers We Partner With Employee Member Log In Plan Administrator Log In Employee Member Log In Plan Administrator Log In Employee Member Log In Plan Administrator Log In Employee Member Log In Plan Administrator Log In Employee Member Log In Plan Administrator Log In Let us make the best plan for you and your employees a reality. Book a consultation today and discover how an employee compensation plan can enhance your business and the lives of your employees. 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).

Wealth planning for everyone, in all stages of life WEALTH & ESTATE PLANNING Group Benefits & Group RRSPs, for all sizes of business O'FARRELL FINANCIAL SERVICES INC. < 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 President & Managing Partner O'Farrell Financial Services Inc. Cynthia Batchelor Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Andrew MacKinnon, CPA Director of Finance & Partner O'Farrell Financial Services Inc. Allison Martin Financial Advisor Assante Capital Management Ltd. Andrew Beek IT Manager O'Farrell Financial Services Inc. Brenda Mayhew Administrative Associate to Cynthia Batchelor Assante Capital Management Ltd. Donna Lee O'Farrell Operations Consultant & Partner O'Farrell Financial Services Inc. Daren Givoque, CDFA Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Alex Zewuster Director of Operations & Partner O'Farrell Financial Services Inc. Peggy Mathieson Financial Advisor Assante Capital Management Ltd. Taylor Connell Administrative Associate to Peggy Mathieson Assante Capital Management Ltd. Jenna Piché Administrative Associate to Daren Givoque & Cole Seabrook Assante Capital Management Ltd. Matthew Felker, EPC Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Vipul Arora, CFA Portfolio Manager Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Kari Ross Operations Associate & Partner O'Farrell Financial Services Inc. Cole Seabrook Financial Advisor Assante Capital Management Ltd. Connie Heffernan Administrative Associate to Keeley Patterson Assante Capital Management Ltd. Jennifer Shaddick Administrative Associate to Sarah Chisholm & Hugh O'Neill Assante Capital Management Ltd. Keeley Patterson, CFP® Financial Advisor Assante Capital Management Ltd. 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. Bonnie Wilson Insurance Advisor Assante Estate & Insurance Services Inc. Haley Hopkins Administrative Associate to Daren Givoque & Cole Seabrook Assante Capital Management Ltd. Amanda Pratt Administrative Associate to Matthew Felker Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Partner O'Farrell Financial Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Andrew Goetz Financial Advisor Assante Capital Management Ltd. Kieran Beavis Investment Funds Associate Assante Capital Management Ltd. Jayne Lavergne Receptionist & Record Coordinator O'Farrell Financial Services Inc. Scott Prince Investment Funds Associate Assante Capital 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 © 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 Protect your business' most valuable asset with employee benefits. Behind every thriving business is a great team. You can attract and retain good employees with perks like healthcare benefits and retirement savings plans . O'Farrell Financial can help your business create a customized competitive compensation package for your employees. Advantages of Employee Benefit Plans and Group RRSPs A plan provides incentives to your employees, such as enabling them to save for their retirement. Benefits enhance employee health, resulting in less turnover and absenteeism. Potential employees know the value in group benefit plans and group RRSPs, increasing the likelihood that your business will attract quality candidates when recruiting. Benefits are a tax-effective form of compensation. Contributions to a group RRSP can reduce your salary expenses in comparison to a wage increase. Consider group benefits and savings plans as an investment in your company’s well-being, rather than an expense. CONTACT US TODAY Advantages of Working with an O’Farrell Financial Employee Benefits Broker Our Employee Benefits Brokers act as intermediaries between our clients and the insurers. We work to find an insurance carrier that most closely meets our client’s needs. O’Farrell Financial prides itself on the service that we provide to our clients. From the implementation of the new group plan and facilitating enrollment, to regular reviews of your plan and ongoing consultation and support, we look after you and your benefits needs every step of the way. Securing Benefits For Your Employees, Simplified: Connect With Us: Let's customize your plan for benefits and group RRSPs. Enroll + Educate: Inform employees about their new benefits and group plan . Watch: See well-being increase due to greater financial security for employees. Save Time + Money: Healthier employees = less turnover + absenteeism. Celebrate: Enjoy the benefits of well-being for both your employees and company. Well done! Meet the Employee Benefits Team Erin Campbell Employee Benefits Group Broker & Service Advisor O'Farrell Financial Services Inc. Geoff Carter Employee Benefits Consultant O'Farrell Financ ial Services Inc. MEET THE O'FARRELL TEAM Our Services Our Employee Benefits division specializes in providing our clients with the best possible solution for their unique needs. Our Team will work with your organization to obtain the most cost effective plan available. GROUP RETIREMENT SAVINGS PLANS Group RRSPs, DPSPs, TFSA s , Employer Matching or Employer Non-contributing GROUP BENEFITS PLAN OFFERINGS Insurance: Life, AD&D, Critical Illness, Disability, and Long-Term Coverage, Paramedical Healthcare and Drug Coverage, Healthcare Spending Accounts, Dental Care Plans SEE ALL SERVICES Contact Request Ready to level-up your business with employee compensation plans? Contact the O’Farrell Team to learn how you can enhance your business with a comprehensive employee compensation plan. 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 *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. 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

Find out about sponsorships, our community involvement, and the latest events happening. 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. Events What is O'Farrell Wealth & Estate Planning up to in the community? Check out these listings below to see us at an event or join a webinar or seminar! 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 Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP 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 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

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 Looking for information regarding Employee Benefits and Group Savings 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

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 Assante Capital Management Ltd. Daren Givoque Financial Advisor Assante Capital Management Ltd. Keeley Patterson Financial Advisor Assante Capital Management Ltd. Vipul Arora Portfolio Manager Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Cynthia Batchelor Financial Advisor Assante Capital Management Ltd. Peggy Mathieson Financial Advisor Assante Capital Management Ltd. Cole Seabrook Financial Advisor Assante Capital Management Ltd. Bonnie Wilson Financial Advisor Assante Financial Management Ltd. Andrew Goetz Financial Advisor Assante Capital Management Ltd. Allison Martin Financial Advisor Assante Capital 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 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

We offer a variety of comprehensive services to meet your unique needs. Our services include wealth planning, retirement and estate planning, investments, insurance, farm succession planning, mortgages, and business planning. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Wealth & Estate Planning We offer strategic, personalized wealth planning solutions. We serve our clients by helping them live the life they want today and securing the legacy they want for tomorrow. You have unique needs when it comes to achieving your financial goals. Our Financial Advisors assess each situation with a fresh perspective, and offer solutions accordingly. We offer a suite of services and apply our expertise to create a strategic approach, completely tailored to you. Our Comprehensive Suite of Services Insurance While many people spend much of their lives working to create wealth, it can be easy to overlook the important area of protecting what's most important to you. Insurance services are a vital element of any financial plan... Read More Investments You've earned money, and you want it to grow, that's why investing wisely becomes an important element in your personal financial plan. That's also why we've built an in-house expertise in investing... Read More Retirement Planning There are so many questions that can be difficult to answer when we think about retirement. That's why having a plan, and acting on that plan are so important if you want to take control of your retirement... Read More Succession & Estate Planning We understand the desire and drive to leave behind a powerful legacy. That is why we want to help you put together a solid succession plan for passing on the family business to the next generation... Read More Business & Tax Planning If you own a small business or have a professional practice, you know both the opportunities that it brings, and the challenges that are inherent in business ownership. We believe that every successful business has a team supporting it... Read More Wealth Management The O’Farrell Wealth Management Division , along with the O’Farrell Succession & Estate Planning Division, partners with our Team of Financial Advisors to provide clients with Investment Management... Read More Mortgage Referrals At O’Farrell Wealth & Estate Planning we continually search for ways to grow and improve our client experience. It is our goal to provide seamless, effortless and complete financial planning to our clients... Read More Charitable Giving Charities, educational institutions, medical institutions, and other organizations all struggle with budgets that continue to tighten, and they are increasingly appealing to individuals... Read More Services Page O’Farrell Financial has worked with our family since 2015 on everything from succession planning to investments to farm management. O’Farrell, and in particular Matt Felker and his team, consistently provide our family with timely updates and sound advice in a professional and approachable manner. As a result, we look forward to working with O’Farrell when managing our business. Dean & Anne Keyes 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. 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 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

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 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 6 minutes ago 1 0 comments 0 Post not marked as liked 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 61 0 comments 0 Post not marked as liked 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 52 0 comments 0 Post not marked as liked 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 91 0 comments 0 Post not marked as liked 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 4 0 comments 0 Post not marked as liked “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 60 0 comments 0 Post not marked as liked 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 114 0 comments 0 Post not marked as liked Life Insurance Awareness Month In September, we celebrate Life Insurance Awareness Month. Advisors work together to educate our clients about the importance of Life... Andrew Goetz Sep 4, 2024 77 0 comments 0 Post not marked as liked 1 2 3 4 5 Market Updates Wealth Market Recap Mr. Market pushes back! The month of March witnessed continued caution by investors ahead of the much-awaited White House announcements on reciprocal tariffs on... Vipul Arora Apr 10 150 0 comments 0 Post not marked as liked Tariff-ying times! The North American capital markets witnessed a tumultuous month. Investor expectations switched back and forth between hopes of a... Vipul Arora Mar 11 254 0 comments 0 Post not marked as liked A Bumpy Start The North American Markets witnessed a bumpy start to the year 2025. Nevertheless, the S&P 500 Index and S&P TSX Index advanced by about... Vipul Arora Feb 11 113 0 comments 0 Post not marked as liked Several Crosscurrents! “Bulls markets are born on pessimism, grow on scepticism, mature on optimism and die of euphoria” – Sir John Templeton After a stellar... Vipul Arora Jan 10 153 0 comments 0 1 like. Post not marked as liked 1 Trade and Tariffs Take Centerstage The S&P 500 Index and the S&P TSX Index both registered healthy gains during the month of November as the North American equity markets... Vipul Arora Dec 18, 2024 9 0 comments 0 Post not marked as liked Mr. Bond gets Trumped In our previous update, we highlighted the investors dilemma of whether there could be two or three rates cuts before the year-end. The... Vipul Arora Nov 12, 2024 95 0 comments 0 2 likes. Post not marked as liked 2 Two or three? The month of September witnessed heightened volatility early in the first week after lower-than-expected prints of economic data fueled... Vipul Arora Oct 11, 2024 65 0 comments 0 Post not marked as liked Is it different this time? North American equity markets whipsawed during the month of August. The initial leg down was driven by an interest rate increase in Japan... Vipul Arora Sep 10, 2024 93 0 comments 0 Post not marked as liked 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 Small Business Calculator EY Tax Calculator Online Retirement Planning Tool Farm Succession Planning: Getting the Conversation Started 10 0 comments 0 Post not marked as liked Intergenerational Estate Planning - Steps, Tools & Strategy! 24 0 comments 0 Post not marked as liked Six Things Every Canadian Should Know About Powers of Attorney 50 0 comments 0 Post not marked as liked Inflation, Interest Rates, & Investments - How to Manage Your Portfolio 10 0 comments 0 Post not marked as liked Right Sizing Your Life - Downsizing done Right 13 0 comments 0 Post not marked as liked First Time Home Buyers 2 0 comments 0 Post not marked as liked 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 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

O'Farrell has been in business for over 25 years, providing wealth and estate planning services to clients throughout Eastern Ontario. Financial Planning Services and Group Benefit Plans to grow your wealth and secure your future. Group Benefits & Group RRSPs, for all sizes of business Our Team provides specialized plans for your organization to meet the needs of your employees. EMPLOYEE BENEFITS & GROUP RRSP 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 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 © 2023 | 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. 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/

Our dynamic team of advisors can assist you with developing a wealth plan that works for you. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Our strategic approach will help you plan for your children’s education, your retirement, your business, or your estate. We help you determine the best path forward and keep you on track towards your goals. The O'Farrell Adv antage Explore our personalized approach to Wealth Planning. The Advisors at O'Farrell Wealth & Estate Planning work with you to reach your financial goals. The O'Farrell Wealth Planning Process Having a solid wealth and estate plan starts with having a trusted relationship with your advisor. We take time to get to know you and understand your lifestyle and goals. With a clear plan, you will be equipped to make clear decisions. Once you have, we will be there to monitor your progress toward the goals that are important to you. The first step on your path is to reach out to us. We will map out where you want to go, together. The Fundamentals of our Process Review: We start with a review of your current situation to see where you are today. This provides us with a starting point to develop a path to obtaining your dreams and goals. No path can be identified when you are not clear on where “here” is. Dreams & Goals: We want to know what you want – what you dream of doing, having, or being. What do you want life to look like now, in retirement, and after you are gone? What legacy might you leave? Knowing your future aspirations helps us build a plan that serves you and your loved ones best. Measure: Life may throw you curveballs, but we will meet with you regularly to ensure we make the appropriate changes to your financial plan. Our trusted Advisors will be there to help you achieve your dreams. I met Bonnie Wilson through my parents. Bonnie is a warm, caring person and when we meet for financial reviews, she always asks about my family and work first. She is genuinely concerned and interested in my well-being. Bonnie answers my questions in a way that I can understand without being condescending. I knew little about investing and put my trust in Bonnie’s ability to manage my financial future. My investments have done well, and I am on target to meet my retirement goals. Bonnie understands my needs and works WITH me to achieve my goals. I have recommended Bonnie to several friends and will continue to. Bonnie Wilson and O’Farrell Wealth & Estate Planning are a winning team! Christine Crochet For insight on your financial journey, contact us. No matter what stage you're at, the O'Farrell Team can perform a review of your current financial plan, or start the foundation of a new plan. 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 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