Proudly serving our communities for over 27 years!
Wealth Management
Our Wealth Management Division works alongside
the O'Farrell Wealth & Estate Planning Financial Advisors
team to provide clients with holistic Planning Solutions,
and Investment Management Services.
You work hard to earn your money, but that is just the first step towards a secure financial future. The growth, management, and preservation of your wealth
is essential.
A Unique Approach to Wealth Management
Our Wealth Management Division* sets O’Farrell Wealth & Estate Planning apart from other financial services firms. This Division, led by our in-house Portfolio Manager, provides investment analysis and enables us to build customized wealth plans for our clients.
The Wealth Management Division combines Wealth Planning,
Estate Planning, and Investment Management to provide
holistic solutions that are in the best interest of our clients.
*Wealth Planning Services may be provided by an accredited Assante Advisor
or Assante Private Client, a division of CI Private Counsel LP.
Wealth and Estate Planning
Our Wealth Management Division works closely with our Financial Advisors, as
well as our Succession & Estate Planning Division, to build custom investment solutions. We provide options that specifically meet our clients' needs and risk tolerance.
We work together to align your investments with your retirement
and estate planning objectives.
The Wealth Management Division is dedicated to following financial market developments and world events, and to understanding how these various
factors affect investors.
Investment Management
In addition to working alongside our Team of Financial Advisors, the Wealth
Management Division also provides professional investment management solutions
for clients. We oversee our clients' financial assets and holdings within their investment portfolio, and adjust as necessary to achieve specific investment goals.
The Wealth Management Division provides services such as asset allocation, financial
statement analysis, stock selection, monitoring of existing investments, portfolio
strategy and implementation.
Our Team specializes in providing wealth management solutions leveraging a
spectrum of investment types such ETFs, Mutual Funds, Segregated Funds,
Preferred shares, Stocks, Securities, GICs, Alternative Investments and High Interest Savings Accounts, based our clients' needs.
We are your local, dedicated Wealth Management Team.
Discretionary Trading
O’Farrell Wealth & Estate Planning is proud to offer a Discretionary Platform to eligible investors. Discretionary trading enables our in-house Portfolio Manager, Vipul Arora, to carefully manage our client’s funds and make tactical changes in a nimble and timely manner in response to current market and economic conditions.
Discretionary trading provides the ability to make changes to our client’s funds, guide them away from volatile areas of the markets, and move them into areas of stability and opportunity. This program is designed to give our clients peace of mind with the knowledge that your hard-earned money is being safeguarded and managed by a capable and experienced Portfolio Manager.
Our Discretionary Portfolios are comprised of multiple securities such as ETFs and stocks. The utilization of these two product types enables us to provide quality market exposure and active portfolio management at a competitive management expense. Speak to one of our Advisors to learn more about the Discretionary Platform and investor eligibility.
Our Investment Philosophy
We believe that investment returns must be superior, sustainable and consistent over a long period of time
in order for the investor to get favourable results. Our philosophy is to incorporate the following principles
into the development of our portfolios and to strive for these objectives:
SUPERIOR
Assets bought at a reasonable
price in relation to their
expected growth ensure superior
returns over a long-term.
SUSTAINABLE
Attributes that promote durability of businesses such as strong competitive advantages, proven track records of innovation, and strong pricing power, ensure investment returns that are sustainable over the long-term.
CONSISTIENT
A portfolio diversified across sectors and geographies eases the ride in the inherently volatile stock markets. Inconsistent returns can lead to volatility drag which reduces wealth accumulation over time.
Additional
Resources
Visit the link below for additional
wealth resources:
Meet the Wealth Management Division
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
*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
