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.

Final Crest Image_edited.png
Website Photos (8).png

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 ETFsMutual FundsSegregated Funds

Preferred shares, StocksSecuritiesGICs, 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.

Finametrica Photo_edited_edited.jpg

What Kind Of Investor Are You? 

Additional
Resources

Visit the link below for additional

wealth resources: 

ARTICLES

PRESENTATIONS

MARKET INFORMATION

Meet the Wealth Management Division

Grow and preserve your wealth

with your customized plan.

Contact the O’Farrell Team to discuss your investment goals and 

create a functional strategy to grow, protect, and to pass on your wealth. 

Assante image extra large 1000 res.png

Meet with an O'Farrell Advisor at one of our five office locations.

Feel free to contact us toll-free: 1-877-989-1997

locate_Icon_CI_graphite copy.png

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

Slogan.png
Final Crest Image.png
EB_Advantage_main.jpg
OFS Logo - New.png

Looking for information regarding Employee

Benefits and Group Savings Plans?
Visit O’Farrell Financial Services

CIPF.png

*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

RegulatedByIIROC_ENG_2col_CMYK.png
MFDA English Logo_PNG.png