Community

Building Stronger Communities

O'Farrell Wealth & Estate Planning takes pride in leaving

a positive impact in the communities in which we serve.

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Volunteers

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

such 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.

COMMUNITY MATTERS TO US.

Thank you for your service to our great communities, in which we live.

Community 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!

Upcoming Events

No upcoming events at the moment
 

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.

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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. 

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Looking for information regarding employee

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

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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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*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

© 2022 | All Rights Reserved

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