Proudly serving our communities for over 27 years!
Succession &
Estate Planning
Discover tax-efficient strategies to grow,
protect, and pass on your business with the
O'Farrell Succession & Estate Planning Division.
As business owners, we understand the desire to leave a legacy for the next generation.
Our Advisors specialize in tax and succession planning for farms and businesses. We work together to help prepare you for your retirement and guide you through the transition of your life's work to the next generation.
Your farm is your life’s work.
O’Farrell Wealth & Estate Planning is ours.
Farm Succession
Succession Planning for
Farms and Businesses
O’Farrell Wealth & Estate Planning has a dedicated Succession & Estate Planning Division
that works with farms and businesses looking to transition to the next generation. This Team
specializes in business and agriculture planning and works closely with business owners, ensuring they have the protection they need and a solid succession plan for passing on their legacy.
A good succession plan takes time, patience, and expertise. There are many family, legal,
and financial considerations when planning a succession. The small details matter. Using our expertise, we will guide you through this process to develop a comprehensive plan that meets your needs and the needs of your family.
Estate Planning
An Estate Plan works alongside your Will to ensure that your intentions for
your wealth is realized after you have passed.
Proper planning will minimize probate fees and other taxes, while protecting assets
for your children and grandchildren. Tax planning focuses on how to minimize the
taxes you pay and maximize the money you have available.
Estate Planning enables you to live the life you want today,
while securing the legacy that you want to leave for the future.
Charitable Giving
Charitable Giving goes hand-in-hand with Estate Planning. As charities, educational
institutions, medical institutions, and other organizations contend with budget constraints,
they appeal to individuals to support their incredible programs, research, and services.
Many individuals want part of their legacy to support reputable, charitable organizations. Our Team can show you how to use tax efficient steps to redirect assets to a cause that is meaningful to you. We can all make a difference in our lives, and with Charitable Giving your legacy
can make a difference in the lives of others as well.
Insurance
Insurance services are a vital element of any financial plan to help
protect an individual’s ability to create or maintain their wealth.
The challenge is that protecting yourself, your family and your assets
comes with a lot of questions. What types of insurance do I need?
How much is enough? Will it protect me against the most likely risks?
An O’Farrell Wealth & Estate Planning Advisor helps you answer these questions
with confidence by conducting an analysis that will bring clarity to your needs,
and then point to the appropriate solutions.
Life Insurance, Critical Illness Insurance, Disability Insurance and Individual Health Plans
are powerful ways to deal with the risks to your family or business.
Meet the Succession & Estate Planning Division
Matthew Felker
Financial Advisor
Assante Capital Management Ltd.
Keeley Patterson CFP®
Financial Advisor
Assante Capital Management Ltd.
Hugh O'Neill
Insurance Advisor
Assante Estate & Insurance Services Inc.
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 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.
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
