Proudly serving our communities for over 27 years!
Protect your business'
most valuable asset with
employee benefits.
Behind every thriving business is a great team. You can attract and retain good employees with perks like healthcare benefits and retirement savings plans.
O'Farrell Financial can help your business create a customized competitive compensation package for your employees.
Advantages of Employee Benefit Plans and Group RRSPs
A plan provides incentives to your employees, such as enabling them to save for their retirement. Benefits enhance employee health, resulting in less turnover and absenteeism.
Potential employees know the value in group benefit plans and group RRSPs, increasing the likelihood that your business will attract quality candidates when recruiting.
Benefits are a tax-effective form of compensation. Contributions to a
group RRSP can reduce your salary expenses in comparison to a wage increase.
Consider group benefits and savings plans as an investment in your company’s well-being, rather than an expense.
Advantages of Working with an
O’Farrell Financial Employee Benefits Broker
Our Employee Benefits Brokers act as intermediaries between our clients
and the insurers. We work to find an insurance carrier
that most closely meets our client’s needs.
O’Farrell Financial prides itself on the service that we provide to
our clients. From the implementation of the new group plan and facilitating enrollment, to regular reviews of your plan and ongoing consultation and support, we look after you and your benefits needs every step of the way.
Securing Benefits For Your Employees, Simplified:
Connect With Us:
Let's customize your plan for benefits and group RRSPs.
Enroll + Educate:
Inform employees about their new benefits and group plan.
Watch:
See well-being increase due to greater financial security for employees.
Save Time + Money:
Healthier employees =
less turnover + absenteeism.
Celebrate:
Enjoy the benefits of well-being for both your employees and company. Well done!
Meet the Employee Benefits Team
Erin Campbell
Employee Benefits
Group Broker & Service Advisor
O'Farrell Financial Services Inc.
Geoff Carter
Employee Benefits Consultant
O'Farrell Financial Services Inc.
Our Services
Our Employee Benefits division specializes in providing our clients with the best possible solution for their unique needs. Our Team will work with your organization to obtain the most cost effective plan available.
GROUP RETIREMENT SAVINGS PLANS
Group RRSPs, DPSPs, TFSAs, Employer Matching or Employer Non-contributing
GROUP BENEFITS PLAN OFFERINGS
Insurance: Life, AD&D, Critical Illness, Disability, and Long-Term Coverage,
Paramedical Healthcare and Drug Coverage,
Healthcare Spending Accounts,
Dental Care Plans
We are regionally located across Eastern Ontario
and the Ottawa Valley to serve you.
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: 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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