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Wealth &

Estate Planning 

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.

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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

Insurance

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While many people spend much of their lives working to create wealth, it can be easy to overlook the important area of protecting what's most important to you. Insurance services are a vital element of any financial plan...

Investments

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You've earned money, and you want it to grow, that's why investing wisely becomes an important element in your personal financial plan. That's also why we've built an in-house expertise in investing...

Retirement Planning

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There are so many questions that can be difficult to answer when we think about retirement. That's why having a plan, and acting on that plan are so important if you want to take control of your retirement...

Succession & Estate Planning

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We understand the desire and drive to leave behind a powerful legacy. That is why we want to help you put together a solid succession plan for passing on the family business to the next generation...

Business & Tax Planning

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If you own a small business or have a professional practice, you know both the opportunities that it brings, and the challenges that are inherent in business ownership. We believe that every successful business has a team supporting it...

Wealth Management

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The O’Farrell Wealth Management Division , along with the O’Farrell Succession & Estate Planning Division,  partners with our Team of Financial Advisors to provide clients with Investment Management...

Mortgage Referrals

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At O’Farrell Wealth & Estate Planning we continually search for ways to grow and improve our client experience. It is our goal to provide seamless, effortless and complete financial planning to our clients...

Charitable Giving

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Charities, educational institutions, medical institutions, and other organizations all struggle with budgets that continue to tighten, and they are increasingly appealing to individuals...

Services Page
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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

Live the life you want today and

secure the legacy you want for tomorrow.

Contact the O’Farrell Team to start planning a growth strategy

for your wealth that you can preserve and pass on.

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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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Looking for information regarding employee

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

© 2022 | All Rights Reserved

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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

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