Celebrating 25 Years in Business
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.
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.
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: 1.877.989.1997
Fax: 613.774.0371
Monday - Friday
8:30 a.m. - 4:30 p.m.
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
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.
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
© 2022 | 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 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
