CI Assante Wealth Management – O’Farrell Wealth & Estate Planning

O’Farrell Financial Services Inc. is a trusted financial services firm that provides comprehensive wealth management and estate planning solutions to individuals, families, and businesses. With a focus on Eastern Ontario and the Ottawa Valley, we have offices located in Brockville, Cornwall, Kemptville, Winchester, and Renfrew. Our team of experienced Financial Advisors understands that each client has unique financial goals and needs. We assess your situation and offer personalized strategies to help you achieve your goals, whether it’s planning for your children’s education, preparing for retirement, managing your business, or ensuring a secure estate plan. Our services cover a wide range of areas, including insurance, investments, retirement planning, succession and estate planning, business and tax planning, wealth management, mortgage referrals, and charitable giving. We work closely with you to determine the best path forward and provide ongoing support to keep you on track towards your financial aspirations. Contact us today to discuss your financial needs and start building a secure future.