We offer strategic, personalized wealth planning solutions.
We serve our clients by helping them live the life they want today and securing the legacy they want for tomorrow.
You have unique needs when it comes to achieving your financial goals. Our Financial Advisors assess each situation with a fresh perspective, and offer solutions accordingly. We offer a suite of services and apply our expertise to
create a strategic approach, completely tailored to you.
Our Comprehensive Suite of Services
O’Farrell Financial has worked with our family since 2015 on everything from
succession planning to investments to farm management. O’Farrell, and in
particular Matt Felker and his team, consistently provide our family with timely
updates and sound advice in a professional and approachable manner. As a result,
we look forward to working with O’Farrell when managing our business.
Dean & Anne Keyes
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