Proudly serving our communities for over 27 years!
Our Team
We are proud of our dedicated Team members who
provide top-tier services with professionalism every day.
Our Team
Dermid O'Farrell
President & Managing Partner
O'Farrell Financial Services Inc.
Alex Zewuster
Director of Operations & Partner
O'Farrell Financial Services Inc.
Andrew Beek
IT Manager
O'Farrell Financial Services Inc.
Donna Lee O'Farrell
Operations Consultant & Partner
O'Farrell Financial Services Inc.
Kari Ross
Operations Associate & Partner
O'Farrell Financial Services Inc.
Jayne Lavergne
Receptionist & Records Coordinator
O'Farrell Financial Services Inc.
Christine Aubin
Branch Practices & Partner
O'Farrell Financial Services Inc.
Erin Campbell
Employee Benefits
Group Broker
O'Farrell Financial Services Inc.
Jennifer Shaddick
Finance Associate & Executive Associate to Dermid O'Farrell
O'Farrell Financial Services Inc.
Andrew MacKinnon
Director of Finance & Partner
O'Farrell Financial Services Inc.
Geoff Carter
Employee Benefits Consultant
O'Farrell Financial Services Inc.
The O'Farrell Story
Most businesses have a story behind them, and O’Farrell is no different. In 1997, Dermid and Donna Lee O’Farrell founded the company with a belief that when relationships are strong, people will have the confidence to act on their plans.
Recognizing that financial planning would be deeply valuable to the people in their community and surrounding area, they set out to build a company that would provide clients with an experience of quality advice, professional discipline, and compassion; something that their clients could believe in, something they can trust.
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From the beginning, the company has grown steadily each year and has proven that their belief was one that was shared by their clients. While it was not without its challenges and hardships, Dermid and Donna Lee put in the tough work that is required to build any meaningful business. Now, as the company celebrates its’ 27th year in business, they have attracted a Team that shares their commitment to relationship and their desire to help clients plan for their financial future.
Ready to discuss how an employee compensation plan can enhance your business?
Our Group Benefits Brokers can provide a no-cost,
no-obligation analysis to evaluate your group retirement savings plan and benefits needs.
Please contact us using one of the methods below.
O’Farrell Financial
Services Inc.
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613.774.2456
Toll-free: 1.877.989.1997
Fax: 613.774.0371
Monday - Friday
8:30 a.m. - 4:30 p.m.
We have five locations in
Eastern Ontario and the
Ottawa Valley to serve you.
Office Locator
We are regionally located across Eastern Ontario and the Ottawa Valley to serve you.
O’Farrell Financial Services Inc.
40 Brock Street,
Brockville, ON
613.865.8080
O’Farrell Financial Services Inc.
108 Second Street East, Unit 103,
Cornwall, ON
613.935.6254
O’Farrell Financial Services Inc.
292 County Road 44,
Kemptville, ON
613.258.1997
O’Farrell Financial Services Inc.
1035 O’Brien Road, Unit 14,
Renfrew, ON
343.361.0212
O’Farrell Financial Services Inc.
510 St. Lawrence Street, P.O. Box 518, Winchester, ON
613.774.2456
© 2023 | All Rights Reserved
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We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs.
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Investments and wealth planning are provided through Assante Capital Management Ltd. (“ACM”). Mutual fund products are provided through Assante Financial Management Ltd. (“AFM”). 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. AFM, ACM, and/or its affiliates are not responsible for any service or product provided through O’Farrell Financial Services Inc.
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation (excluding Quebec).