O'Farrell Wealth & Estate Planning

O'Farrell Wealth & Estate Planning O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd. Please visit www.assante.com/ Lawrence Street, Winchester, ON K0C 2K0

We serve our clients by helping them to live the life they want today, and to secure the legacy they want for tomorrow. O'Farrell Wealth & Estate Planning has been providing personalized wealth planning solutions to clients in our local communities for 27 years. We focus on helping people save for retirement, protect their assets, plan for their business and farm succession, and preserve their ass

ets with insurance. We have a trusted team Advisors who serve 5 locations across Eastern Ontario and the Ottawa Valley. We believe in being active in each of the local communities we serve and strive to make a positive impact. Like and follow our page for wealth and estate planning tips, articles, and giveaways. Stay up to date with activities happening in our communities and see how O’Farrell Wealth & Estate Planning is taking part! Visit one of our five convenient locations:

Brockville Office: 40 Brock Street, Brockville, ON K6V 4E8

Cornwall Office: 108 Second Street East, Cornwall, ON K6H 0C9

Kemptville Office: 292 County Road 44, Kemptville, ON K0G 1J0

Renfrew Office: 1035 O'Brien Road, Renfrew, ON K0J 1G0

Winchester Office: 510 St.

Happy Victoria Day! 🍁 We hope you enjoy a well-deserved long weekend filled with sunshine, good company, and a little ti...
05/15/2026

Happy Victoria Day! 🍁 We hope you enjoy a well-deserved long weekend filled with sunshine, good company, and a little time to unwind.

On behalf of everyone at O'Farrell Wealth & Estate Planning, we hope you have an amazing Victoria Day long weekend! Our ...
05/17/2025

On behalf of everyone at O'Farrell Wealth & Estate Planning, we hope you have an amazing Victoria Day long weekend!
Our offices will be closed on Monday, May 19th, and will reopen for regular business hours on Tuesday, May 20th.

https://www.ofarrellwealth.com/post/market-sentiment-improves
05/13/2025

https://www.ofarrellwealth.com/post/market-sentiment-improves

The month of April proved to be a roller coaster for investors around the globe. The markets were jolted as Trump administration unveiled his Reciprocal Tariff plans. If implemented as indicated, the plans implied that supply chains would choke, inflation would rise due to supply shortages; and econ...

Happy Mother's Day to all the amazing moms out there! This day is all about celebrating you!
05/11/2025

Happy Mother's Day to all the amazing moms out there!
This day is all about celebrating you!

https://www.ofarrellwealth.com/post/five-questions-to-start-your-financial-plan
05/01/2025

https://www.ofarrellwealth.com/post/five-questions-to-start-your-financial-plan

As a Financial Advisor, I often get asked variations of the following questions: When can I retire? How much do I need to save for retirement? What is my magic number? Although I deal with these questions regularly, there is no simple answer. Instead, my role as a Financial Advisor is to help guide....

Happy Administrative Professionals Day! Thank you to our incredible Team of Administrative Professionals for your hard w...
04/23/2025

Happy Administrative Professionals Day! Thank you to our incredible Team of Administrative Professionals for your hard work, dedication, and positive attitude.

We hope you have a wonderful Easter long weekend! Our offices will be closed on Friday, April 18th, and will reopen for ...
04/18/2025

We hope you have a wonderful Easter long weekend!
Our offices will be closed on Friday, April 18th, and will reopen for regular business hours on Monday, April 21st.

The small details matter when it comes to transitioning a family business to the next generation and a good Succession P...
04/11/2025

The small details matter when it comes to transitioning a family business to the next generation and a good Succession Plan takes time, patience, and expertise.
Speak with one of our Advisors today!

Did you know we have a dedicated Succession & Estate Planning Division that works with farms and businesses looking to t...
04/04/2025

Did you know we have a dedicated Succession & Estate Planning Division that works with farms and businesses looking to transition to the next generation?
Call and book a complimentary meeting today! 1-877-989-1997

Address

292 County Road 44
Kemptville, ON

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16132581997

Alerts

Be the first to know and let us send you an email when O'Farrell Wealth & Estate Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share