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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. 

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Matthew Felker

Financial Advisor
Assante Capital Management Ltd.
 

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Daren Givoque

Financial Advisor
Assante Capital Management Ltd.

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Thomas Nesbitt

Financial Advisor
Assante Capital Management Ltd.

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Taylor Connell

Administrative Associate to
Peggy Mathieson

Assante Capital Management Ltd.

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Brenda Mayhew

Administrative Associate to
Cynthia Batchelor

Assante Capital Management Ltd.

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Keeley Patterson

Financial Advisor
Assante Capital Management Ltd.

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Portfolio Manager
Assante Capital Management Ltd.

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Cole Seabrook

Financial Advisor
Assante Capital Management Ltd.

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Connie Hefferman

Administrative Associate to
Keeley Patterson

Assante Capital Management Ltd.

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Ben Medynski

Administrative Associate to
Daren Givoque

Assante Capital Management Ltd.

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Hugh O'Neill

Insurance Advisor
Assante Estate & Insurance Services Inc.

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Financial Advisor
Assante Capital Management Ltd.

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Bonnie Wilson

Financial Advisor
Assante Financial Management Ltd.

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Megan Hyatt

Administrative Associate to
Sarah Chisholm & Hugh O'Neill

Assante Capital Management Ltd.

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Sheila Mondor

Administrative Associate to
Thomas Nesbitt & Cole Seabrook

Assante Capital Management Ltd.

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Cynthia Batchelor

Financial Advisor
Assante Capital Management Ltd.

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Peggy Mathieson

Financial Advisor
Assante Capital Management Ltd.

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Kieran Beavis

Administrative Associate
Assante Capital Management Ltd.

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Allison Martin

Administrative Associate to
Matthew Felker

Assante Capital Management Ltd.

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Sarah Armstrong

Sales & Service Associate to
Daren Givoque

Assante Capital Management Ltd.

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Amanda Pratt

Administrative Associate to
Matthew Felker

Assante Capital Management Ltd.

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Scott Prince

Investment Funds Associate
Assante Capital Management Ltd.

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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’ 25th 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.

Join Our Team 

Financial Advisor - Cornwall

We are seeking a Financial Advisor to join our team in Cornwall! Financial Advisors at O’Farrell Wealth & Estate Planning provide full financial planning services to our clients. Our advisors work closely with the client to build a comprehensive financial plan that aligns with the client’s current and future goals. 

O'Farrell Wealth & Estate Planning

We are regionally located across Eastern Ontario and the Ottawa Valley to serve you.

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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

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O’Farrell Wealth & Estate Planning 

510 St. Lawrence Street, P.O. Box 518, 

Winchester, ON

613.774.2456

O’Farrell Wealth &

Estate Planning

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613.258.1997

Toll-free: 1.877.989.1997

Fax: 613.774.0371

 

Monday - Friday

8:30 a.m. - 4:30 p.m.

       

ofarrell@assante.com

We have five locations in

Eastern Ontario and the

Ottawa Valley to serve you.

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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 

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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.

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Meet with an O'Farrell Advisor at one of our five office locations.

Feel free to contact us toll-free: 1-877-989-1997

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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

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Looking for information regarding employee

benefits and group pension plans?
Visit O’Farrell Financial Services

© 2022 | All Rights Reserved

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*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

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