Building Stronger Communities
O'Farrell Wealth & Estate Planning takes pride in leaving
a positive impact in the communities in which we serve.
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.
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.
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.
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.
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!
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.
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.
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