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 Advantage
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!
Meet with an O'Farrell Advisor at one of our five office locations.
Feel free to contact us toll-free: 1-877-989-1997
40 Brock Street,
108 Second Street East
292 County Road 44
1035 O'Brien Road
510 St. Lawrence Street
P.O. Box 518
*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.
Assante Capital Management Ltd. (“ACM”) is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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