Proudly serving our communities for over 27 years!
Invest in your future
with a personalized
Wealth Plan.
Are you looking for a wealth
plan that fits your life now
and grows with you?
With your goals and dreams
in mind, our Financial Advisors
work with you to create a plan
that grows your wealth and
secures your future.
Together we find the right
solution to grow your investments, and keep
you protected.
Your Financial Journey
You have a vision of where you want to go in life — all you need now is a
map! Our Financial Advisors listen to you and apply their knowledge and
tools to guide you towards your financial goals. We provide you with a
practical, personalized wealth plan to set you on the right path. When
life puts up a roadblock, we will be here to steer you in the right direction.
We provide a multitude of investment options that we tailor to your
specific needs. These include registered, non-registered,
fully guaranteed, and non-guaranteed investment vehicles.
Experience something different with the
Meet the Advisors
Matthew Felker
Financial Advisor
Assante Capital Management Ltd.
Daren Givoque
Financial Advisor
Assante Capital Management Ltd.
Keeley Patterson
Financial Advisor
Assante Capital Management Ltd.
Hugh O'Neill
Insurance Advisor
Assante Estate & Insurance Services Inc.
Cynthia Batchelor
Financial Advisor
Assante Capital Management Ltd.
Peggy Mathieson
Financial Advisor
Assante Capital Management Ltd.
Our Services
We offer the following suite of services to meet your personal and
business Wealth Planning needs:
Insurance
Investments
Retirement Planning
Succession & Estate Planning
Business & Tax Planning
Wealth Management
Discretionary Trading
Mortgage Referrals*
Charitable Giving
Visit our Services page to read more about each of our services.
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.
Meet with an O'Farrell Advisor at one of our five office locations.
Feel free to contact us toll-free: 1.877.989.1997
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
*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 the Canadian Investment Regulatory Organization.
Know Your Advisor: Advisor Report | Canadian Investment Regulatory Organization (ciro.ca)
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
For more information on our privacy policy, please visit http://www.assante.com/privacy-policy
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