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HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Advantage Discover how the O’Farrell Financial Employee Benefits Division can help boost your business. You have built a valuable business that you deserve to see it thrive. In taking care of your Team, you’re taking care of your business. An investment in the future of your employees, is an investment in the future of your business. Investing in Your Employees Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied An Investment in the Future: Taking Care of Your Team Group RRSPs provide employees with the opportunity to proactively save for their future, while Group Health Benefits can help employees live healthier lives. By including these as strategic components of your business plan, you can offer attractive compensation package to bolster employee retention and recruitment. Group benefits are also a tax-effective form of compensation, allowing your business to save taxes overall. Other advantages include: • Reduced turnover and absenteeism with healthier, more secure employees • Benefits packages for as few as two employees • Competitive pricing • Economical life and disability coverage, often with no medical required • Employees are given guaranteed levels of coverage without having to submit medical evidence The O'Farrell Advantage To help ensure you get the best possible plan design to attract and retain key employees, we do the shopping for you. As Group Insurance Brokers, we act as an intermediary between you, the client, and the insurer. Our responsibility is to match you with insurance companies that most closely meet your needs. Creating the employee benefits plan for your business takes experience and knowledgeable advice; we will work with you to find the right fit. To find out more about how employee benefits can help make your business more successful contact us. CONTACT US TODAY Benefits are not just for BIG businesses, they are for SMART businesses. Take the first step and connect with us for your business needs analysis. It’s simple! We discuss your goals for your business and gather your company stats to show you a picture of how your custom compensation plan can work for you. REQUEST YOUR QUOTE NOW 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 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING © 2023 | All Rights Reserved We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs. 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).

Wealth planning for everyone, in all stages of life WEALTH & ESTATE PLANNING Group Benefits & Group RRSPs, for all sizes of business O'FARRELL FINANCIAL SERVICES INC. < Back to Home Page Our Team We are proud of our dedicated O'Farrell Team members who provide top-tier service with professionalism every day. Dermid O'Farrell President & Managing Partner O'Farrell Financial Services Inc. Cynthia Batchelor Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Andrew MacKinnon, CPA Director of Finance & Partner O'Farrell Financial Services Inc. Allison Martin Financial Advisor Assante Capital Management Ltd. Andrew Beek IT Manager O'Farrell Financial Services Inc. Brenda Mayhew Administrative Associate to Cynthia Batchelor Assante Capital Management Ltd. Donna Lee O'Farrell Operations Consultant & Partner O'Farrell Financial Services Inc. Daren Givoque, CDFA Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Alex Zewuster Director of Operations & Partner O'Farrell Financial Services Inc. Peggy Mathieson Financial Advisor Assante Capital Management Ltd. Taylor Connell Administrative Associate to Peggy Mathieson Assante Capital Management Ltd. Jenna Piché Administrative Associate to Daren Givoque & Cole Seabrook Assante Capital Management Ltd. Matthew Felker, EPC Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Vipul Arora, CFA Portfolio Manager Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Kari Ross Operations Associate & Partner O'Farrell Financial Services Inc. Cole Seabrook Financial Advisor Assante Capital Management Ltd. Connie Heffernan Administrative Associate to Keeley Patterson Assante Capital Management Ltd. Jennifer Shaddick Administrative Associate to Sarah Chisholm & Hugh O'Neill Assante Capital Management Ltd. Keeley Patterson, CFP® Financial Advisor Assante Capital Management Ltd. Partner 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. Bonnie Wilson Financial Advisor Assante Financial Management Ltd. Haley Hopkins Administrative Associate to Daren Givoque & Cole Seabrook Assante Capital Management Ltd. Amanda Pratt Administrative Associate to Matthew Felker Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Partner O'Farrell Financial Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Partner O'Farrell Financial Services Inc. Andrew Goetz Financial Advisor Assante Capital Management Ltd. Kieran Beavis Investment Funds Associate Assante Capital Management Ltd. Jayne Lavergne Receptionist & Record Coordinator O'Farrell Financial Services Inc. Scott Prince Investment Funds Associate Assante Capital Management Ltd. Connect with a Team member today and get focused on your future. The O’Farrell Team looks forward to helping you plan a growth strategy for your wealth that you can preserve and pass on. CONNECT WITH US CONTACT YOUR O'FARRELL TEAM TODAY AT ONE OF OUR FIVE LOCATIONS: Feel free to contact us toll-free: 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 © 2023 | All Rights Reserved We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs. 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).

Find tools for wealth management, advisor articles, videos and seminars, and more. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Resources Tools, news, and articles to keep you informed. SUBSCRIBE TO OUR NEWSLETTER O'Farrell News & Insights Articles Young Investors – Do they have financial knowledge? We try to teach our kids to be resilient, to know right from wrong, to stand up for themselves, to be polite and to work hard. Some of us... Cyndy Batchelor a few seconds ago 0 0 comments 0 Post not marked as liked Children’s CI: A Worthwhile Investment? The worst news you could receive is that your child has fallen sick with a critical illness. Worry, fear, and concern come crashing down.... Andrew Goetz Mar 3 48 0 comments 0 Post not marked as liked Maintaining Financial Goals in 2025 As we move into 2025, it’s essential to maintain focus on our financial goals. The beginning of a new year often brings a surge of... Cole Seabrook Jan 23 87 0 comments 0 Post not marked as liked Holiday Greetings The holiday season is upon us! We are quickly approaching one of the busiest times of the year and it can be so easy to get wrapped up in... Allison Martin Dec 2, 2024 3 0 comments 0 Post not marked as liked “Money on your Mind. Talk about it!” Each year the Financial Consumer Agency of Canada (FCAC) dedicates the month of November as Financial Literacy Month. The campaign for... Sarah Chisholm Nov 5, 2024 60 0 comments 0 Post not marked as liked Estate Planning and Best Practices As part of the Estate Planning process, it is imperative that you organize your affairs so that they are managed according to your... Cyndy Batchelor Oct 1, 2024 114 0 comments 0 Post not marked as liked Life Insurance Awareness Month In September, we celebrate Life Insurance Awareness Month. Advisors work together to educate our clients about the importance of Life... Andrew Goetz Sep 4, 2024 77 0 comments 0 Post not marked as liked Insuring the Next Generation Today Life insurance is a financial tool designed to provide a safety net for loved ones in the event of the policyholder's death. While life... Cole Seabrook Jul 25, 2024 74 0 comments 0 Post not marked as liked 1 2 3 4 5 Market Updates Wealth Market Recap Tariff-ying times! The North American capital markets witnessed a tumultuous month. Investor expectations switched back and forth between hopes of a... Vipul Arora Mar 11 241 0 comments 0 Post not marked as liked A Bumpy Start The North American Markets witnessed a bumpy start to the year 2025. Nevertheless, the S&P 500 Index and S&P TSX Index advanced by about... Vipul Arora Feb 11 111 0 comments 0 Post not marked as liked Several Crosscurrents! “Bulls markets are born on pessimism, grow on scepticism, mature on optimism and die of euphoria” – Sir John Templeton After a stellar... Vipul Arora Jan 10 153 0 comments 0 1 like. Post not marked as liked 1 Trade and Tariffs Take Centerstage The S&P 500 Index and the S&P TSX Index both registered healthy gains during the month of November as the North American equity markets... Vipul Arora Dec 18, 2024 8 0 comments 0 Post not marked as liked Mr. Bond gets Trumped In our previous update, we highlighted the investors dilemma of whether there could be two or three rates cuts before the year-end. The... Vipul Arora Nov 12, 2024 95 0 comments 0 2 likes. Post not marked as liked 2 Two or three? The month of September witnessed heightened volatility early in the first week after lower-than-expected prints of economic data fueled... Vipul Arora Oct 11, 2024 65 0 comments 0 Post not marked as liked Is it different this time? North American equity markets whipsawed during the month of August. The initial leg down was driven by an interest rate increase in Japan... Vipul Arora Sep 10, 2024 93 0 comments 0 Post not marked as liked Wild Wild East! The month of July was mixed for the North American markets as the rotation out of the heavyweights in favor for small-and-medium... Vipul Arora Aug 9, 2024 145 0 comments 0 Post not marked as liked 1 2 3 4 5 Invest in Your Financial Future. Subscribe to our Monthly Newsletter. First name Last name Email I consent to O'Farrell Wealth & Estate Panning contacting me by email. Subscribe Thanks for subscribing! Anchor 1 Webinars Videos & Webinars Resources Assante Investor Online Financial Calculator RESP Savings Calculator Small Business Calculator EY Tax Calculator Online Retirement Planning Tool Farm Succession Planning: Getting the Conversation Started 10 0 comments 0 Post not marked as liked Intergenerational Estate Planning - Steps, Tools & Strategy! 24 0 comments 0 Post not marked as liked Six Things Every Canadian Should Know About Powers of Attorney 50 0 comments 0 Post not marked as liked Inflation, Interest Rates, & Investments - How to Manage Your Portfolio 10 0 comments 0 Post not marked as liked Right Sizing Your Life - Downsizing done Right 13 0 comments 0 Post not marked as liked First Time Home Buyers 2 0 comments 0 Post not marked as liked 1 2 3 Connect with the O’Farrell Team and start planning today. Now is the time to book your consultation and get your wealth planning strategy underway. BOOK YOUR FINANCIAL ANALYSIS 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 Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP *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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca/ © 2023 | All Rights Reserved

We offer a variety of comprehensive services to meet your unique needs. Our services include wealth planning, retirement and estate planning, investments, insurance, farm succession planning, mortgages, and business planning. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Wealth & Estate Planning We offer strategic, personalized wealth planning solutions. We serve our clients by helping them live the life they want today and securing the legacy they want for tomorrow. You have unique needs when it comes to achieving your financial goals. Our Financial Advisors assess each situation with a fresh perspective, and offer solutions accordingly. We offer a suite of services and apply our expertise to create a strategic approach, completely tailored to you. Our Comprehensive Suite of Services Insurance While many people spend much of their lives working to create wealth, it can be easy to overlook the important area of protecting what's most important to you. Insurance services are a vital element of any financial plan... Read More Investments You've earned money, and you want it to grow, that's why investing wisely becomes an important element in your personal financial plan. That's also why we've built an in-house expertise in investing... Read More Retirement Planning There are so many questions that can be difficult to answer when we think about retirement. That's why having a plan, and acting on that plan are so important if you want to take control of your retirement... Read More Succession & Estate Planning We understand the desire and drive to leave behind a powerful legacy. That is why we want to help you put together a solid succession plan for passing on the family business to the next generation... Read More Business & Tax Planning If you own a small business or have a professional practice, you know both the opportunities that it brings, and the challenges that are inherent in business ownership. We believe that every successful business has a team supporting it... Read More Wealth Management The O’Farrell Wealth Management Division , along with the O’Farrell Succession & Estate Planning Division, partners with our Team of Financial Advisors to provide clients with Investment Management... Read More Mortgage Referrals At O’Farrell Wealth & Estate Planning we continually search for ways to grow and improve our client experience. It is our goal to provide seamless, effortless and complete financial planning to our clients... Read More Charitable Giving Charities, educational institutions, medical institutions, and other organizations all struggle with budgets that continue to tighten, and they are increasingly appealing to individuals... Read More Services Page O’Farrell Financial has worked with our family since 2015 on everything from succession planning to investments to farm management. O’Farrell, and in particular Matt Felker and his team, consistently provide our family with timely updates and sound advice in a professional and approachable manner. As a result, we look forward to working with O’Farrell when managing our business. Dean & Anne Keyes 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. BOOK YOUR FINANCIAL ANALYSIS NOW 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 Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP *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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca © 2023 | All Rights Reserved

HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Our Team We are proud of our dedicated Team members who provide top-tier services with professionalism every day. Our Team Request your quote anchor Dermid O'Farrell President & Managing Partner O'Farrell Financial Services Inc. Alex Zewuster Director of Operations & Partner O'Farrell Financial Services Inc. Jayne Lavergne Receptionist & Records Coordinator 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. Christine Aubin Branch Practices & Partner O'Farrell Financial Services Inc. Erin Campbell Employee Benefits Group Broker O'Farrell Financial Services Inc. Andrew MacKinnon Director of Finance & Partner O'Farrell Financial Services Inc. Andrew Beek IT Manager O'Farrell Financial Services Inc. OFSI Team 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. 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’ 28th 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. 613.774.2456 Toll-free: 1.877.989.1997 Fax: 613.774.0371 Monday - Friday 8:30 a.m. - 4:30 p.m. benefits@ofsi.ca We have five locations in Eastern Ontario and the Ottawa Valley to serve you. Name Phone Number City / Town Email Address Prefered Method of Contact Reason for Contacting Us Preferred Office Location Who would you like to connect with? SEND CONTACT REQUEST Thanks for submitting! By providing your email address, you provide O’Farrell Financial Services Inc. with your express consent to receive Commercial Electronic Messages related to finances and/or investments that may be of interest to you. If you no longer want to receive emails of this nature, you can withdraw your consent at any time by contacting marketing@ofsi.ca . 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 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING © 2023 | All Rights Reserved We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs. 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).

At O'Farrell Wealth & Estate Planning, we provide guidance and wealth planning services to our clients to help them live the life they want today and secure their future. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Wealth Management Our Wealth Management Division works alongside the O'Farrell Wealth & Estate Planning Financial Advisors team to provide clients with holistic Planning Solutions, and Investment Management Services. You work hard to earn your money, but that is just the first step towards a secure financial future. The growth, management, and preservation of your wealth is essential. A Unique Approach to Wealth Management Our Wealth Management Division * sets O’Farrell Wealth & Estate Planning apart from other financial services firms. This Division, led by our in-house Portfolio Manager, provides investment analysis and enables us to build customized wealth plans for our clients. The Wealth Management Division combines Wealth Planning, Estate Planning, and Investment Management to provide holistic solutions that are in the best interest of our clients. *Wealth Planning Services may be provided by an accredited Assante Advisor or Assante Private Client, a division of CI Private Counsel LP. Wealth and Estate Planning Our Wealth Management Division works closely with our Financial Advisors, as well as our Succession & Estate Planning Division, to build custom investment solutions. We provide options that specifically meet our clients' needs and risk tolerance. We work together to align your investments with your retirement and estate planning objectives. The Wealth Management Division is dedicated to following financial market developments and world events, and to understanding how these various factors affect investors. Investment Management In addition to working alongside our Team of Financial Advisors, the Wealth Management Division also provides professional investment management solutions for clients. We oversee our clients' financial assets and holdings within their investment portfolio, and adjust as necessary to achieve specific investment goals. The Wealth Management Division provides services such as asset allocation, financial statement analysis, stock selection, monitoring of existing investments, portfolio strategy and implementation. Our Team specializes in providing wealth management solutions leveraging a spectrum of investment types such ETFs , Mutual Funds , Segregated Funds , Preferred shares , Stocks , Securities , GICs, Alternative Investments and High Interest Savings Accounts , based our clients' needs. We are your local, dedicated Wealth Management Team . Discretionary Trading O’Farrell Wealth & Estate Planning is proud to offer a Discretionary Platform to eligible investors. Discretionary trading enables our in-house Portfolio Manager, Vipul Arora, to carefully manage our client’s funds and make tactical changes in a nimble and timely manner in response to current market and economic conditions. Discretionary trading provides the ability to make changes to our client’s funds, guide them away from volatile areas of the markets, and move them into areas of stability and opportunity. This program is designed to give our clients peace of mind with the knowledge that your hard-earned money is being safeguarded and managed by a capable and experienced Portfolio Manager. Our Discretionary Portfolios are comprised of multiple securities such as ETFs and stocks. The utilization of these two product types enables us to provide quality market exposure and active portfolio management at a competitive management expense. Speak to one of our Advisors to learn more about the Discretionary Platform and investor eligibility. Our Investment Philosophy We believe that investment returns must be superior, sustainable and consistent over a long period of time in order for the investor to get favourable results. Our philosophy is to incorporate the following principles into the development of our portfolios and to strive for these objectives: SUPERIOR Assets bought at a reasonable price in relation to their expected growth ensure superior returns over a long-term. SUSTAINABLE Attributes that promote durability of businesses such as strong competitive advantages, proven track records of innovation, and strong pricing power, ensure investment returns that are sustainable over the long-term. CONSISTIENT A portfolio diversified across sectors and geographies eases the ride in the inherently volatile stock markets. Inconsistent returns can lead to volatility drag which reduces wealth accumulation over time. What Kind Of Investor Are You? Take the assessment and find out! Additional Resources Visit the link below for additional wealth resources: ARTICLES PRESENTATIONS MARKET INFORMATION VISIT OUR BLOG Meet the Wealth Management Division Matthew Felker Financial Advisor Assante Capital Management Ltd. Vipul Arora Portfolio Manager Assante Capital Management Ltd. Kieran Beavis Investment Funds Associate Assante Capital Management Ltd. Scott Prince Investment Funds Associate Assante Capital Management Ltd. Grow and preserve your wealth with your customized plan. Contact the O’Farrell Team to discuss your investment goals and create a functional strategy to grow, protect, and to pass on your wealth. BOOK YOUR FINANCIAL ANALYSIS NOW 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 Looking for information regarding Employee Benefits and Group Savings Plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP *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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca © 2023 | All Rights Reserved

HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Invest in your future with a personalized Wealth Plan. Anchor 1 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 O’Farrell Wealth & Estate Planning Team. CONTACT US TODAY 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. Vipul Arora Portfolio Manager Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Cynthia Batchelor Financial Advisor Assante Capital Management Ltd. Peggy Mathieson Financial Advisor Assante Capital Management Ltd. Cole Seabrook Financial Advisor Assante Capital Management Ltd. Bonnie Wilson Financial Advisor Assante Financial Management Ltd. Andrew Goetz Financial Advisor Assante Capital Management Ltd. Allison Martin Financial Advisor Assante Capital Management Ltd. MEET OUR TEAM 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. Read more I highly recommend Sarah Chisholm and O’Farrell Wealth for all your investment needs. I've been with them for 3 years and have had a great experience so far! I love that Sarah is always there to help me with my financial questions — knowing she is just a phone call away for any concerns I have regarding my investments is a real comfort to me. I feel very comfortable with Sarah and she is very knowledgeable. I came to O’Farrell looking for a retirement savings plan and a few TFSAs and I left feeling like I made the right decision going with them. Jenna Blais Contact Us Today 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. Name Phone Number Email Address Prefered Method of Contact Reason for Contacting Us Preferred Office Location Who would you like to connect with? SEND CONTACT REQUEST Thanks for submitting! By providing your email address, you provide O’Farrell Wealth & Estate Planning with your express consent to receive Commercial Electronic Messages related to finances and/or investments that may be of interest to you. If you no longer want to receive emails of this nature, you can withdraw your consent at any time by contacting ofarrell@assante.com 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 Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP *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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca/ © 2023 | All Rights Reserved

You've worked hard to build your legacy. Let us help you to secure that legacy and ensure a smooth transition of your business, estate, and wealth. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Succession & Estate Planning Discover tax-efficient strategies to grow, protect, and pass on your business with the O'Farrell Succession & Estate Planning Division. As business owners, we understand the desire to leave a legacy for the next generation. Our Advisors specialize in tax and succession planning for farms and businesses. We work together to help prepare you for your retirement and guide you through the transition of your life's work to the next generation. Your farm is your life’s work. O’Farrell Wealth & Estate Planning is ours. Farm Succession Play Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Succession Planning for Farms and Businesses O’Farrell Wealth & Estate Planning has a dedicated Succession & Estate Planning Division that works with farms and businesses looking to transition to the next generation. This Team specializes in business and agriculture planning and works closely with business owners, ensuring they have the protection they need and a solid succession plan for passing on their legacy. A good succession plan takes time, patience, and expertise. There are many family, legal, and financial considerations when planning a succession. The small details matter. Using our expertise, we will guide you through this process to develop a comprehensive plan that meets your needs and the needs of your family. Estate Planning An Estate Plan works alongside your Will to ensure that your intentions for your wealth is realized after you have passed. Proper planning will minimize probate fees and other taxes, while protecting assets for your children and grandchildren. Tax planning focuses on how to minimize the taxes you pay and maximize the money you have available. Estate Planning enables you to live the life you want today, while securing the legacy that you want to leave for the future. Charitable Giving Charitable Giving goes hand-in-hand with Estate Planning. As charities, educational institutions, medical institutions, and other organizations contend with budget constraints, they appeal to individuals to support their incredible programs, research, and services. Many individuals want part of their legacy to support reputable, charitable organizations. Our Team can show you how to use tax efficient steps to redirect assets to a cause that is meaningful to you. We can all make a difference in our lives, and with Charitable Giving your legacy can make a difference in the lives of others as well. Insurance Insurance services are a vital element of any financial plan to help protect an individual’s ability to create or maintain their wealth. The challenge is that protecting yourself, your family and your assets comes with a lot of questions. What types of insurance do I need? How much is enough? Will it protect me against the most likely risks? An O’Farrell Wealth & Estate Planning Advisor helps you answer these questions with confidence by conducting an analysis that will bring clarity to your needs, and then point to the appropriate solutions. Life Insurance, Critical Illness Insurance, Disability Insurance and Individual Health Plans are powerful ways to deal with the risks to your family or business. Meet the Succession & Estate Planning Division Matthew Felker Financial Advisor Assante Capital Management Ltd. Keeley Patterson CFP ® Financial Advisor Assante Capital Management Ltd. Hugh O'Neill Insurance Advisor Assante Estate & Insurance Services Inc. Sarah Chisholm Financial Advisor Assante Capital Management Ltd. Grow and preserve your wealth so that, one day, you can leave a legacy. Contact the O’Farrell Team to discuss your financial goals and build a solid strategy to grow, protect, and pass on your wealth. BOOK YOUR FINANCIAL ANALYSIS NOW I really enjoy working with Cyndy Batchelor at O’Farrell Wealth. She goes above and beyond to satisfy your needs as a client, which makes her stand out from others I’ve worked with to grow my investments. I trust Cyndy to help me make great choices with my investments and she is very knowledgeable. I feel Cyndy and I have become friends through this financial journey as well as having a great financial advisor. I would recommend O’Farrell Wealth & Estate Planning to others because they put your needs first and treat you like one of the family. Marj Van Der Veen 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 Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP *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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca © 2023 | All Rights Reserved

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O'Farrell has been in business for over 25 years, providing wealth and estate planning services to clients throughout Eastern Ontario. Financial Planning Services and Group Benefit Plans to grow your wealth and secure your future. Group Benefits & Group RRSPs, for all sizes of business Our Team provides specialized plans for your organization to meet the needs of your employees. EMPLOYEE BENEFITS & GROUP RRSP O'Farrell Wealth & Estate Planning Wealth planning for every stage of life. At O'Farrell, we design comprehensive plans to help our clients meet their needs and achieve their goals. WEALTH & ESTATE PLANNING Our Team Our dedicated Team Members provide quality service with professionalism every day. MEET THE O'FARRELL TEAM Our Values We support our clients in creating individualized plans that meet them where they are in life. Together we explore progressive strategies to help them make effective choices. Planning Building Growing Educating Caring Let's discuss how the O'Farrell Team can help you. Fill out the form or call us to schedule a meeting with one of our Team Members. ofarrell@assante.com 877.989.1997 Name Phone Number Email Prefered Method of Contact Reason for Contacting Us Preferred Office Location Who would you like to connect with? SEND CONTACT REQUEST Thanks for submitting! CONTACT THE O'FARRELL TEAM TODAY AT ONE OF OUR FIVE LOCATIONS: 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 © 2023 | All Rights Reserved *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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca/

Find out about sponsorships, our community involvement, and the latest events happening. HOME SERVICES ADVANTAGE COMMUNITY RESOURCES ABOUT US More CONNECT WITH US Community Building Stronger Communities O'Farrell Wealth & Estate Planning takes pride in leaving a positive impact in the communities in which we serve. Community O’Farrell Wealth & Estate Planning recognizes our responsibility to help strengthen the communities in which we live and work. We encourage and support our Team to become involved in their communities, lending their voluntary support to programs that enrich the quality of life for all citizens. Sponsorship O’Farrell Wealth & Estate Planning participates regularly in sponsorships and employee volunteerism in the communities we serve. While we mainly focus on supporting two major causes — Agriculture and Health & Wellness — we welcome sponsorship requests from interested parties and organizations. Agriculture Farmers are essential to the fundamental well-being of our society. We are proud to support Agricultural events and associations s uch as The Soil and Crop Improvement Association, Dairy Farmers of Ontario, 4-H and The Ottawa Valley Seed Growers Association. Health & Wellness We strongly believe in the importance of life, health, disability, and critical illness insurance, and take a genuine interest in the health and well-being of our clients and communities. Application Criteria O’Farrell Wealth & Estate Planning supports charities and community initiatives that foster development in the areas of Agriculture & Health and Wellness through: Sponsorship: Monetary contribution in exchange for sponsorship entitlements Donation of Prize or Silent Auctions item: We do not offer monetary donations In-kind: Offer our expertise in exchange for sponsorship entitlements Volunteerism: O’Farrell Team members volunteer on various boards and committees All sponsorship requests can be submitted using our online form. Click on the “Request Sponsorship ” button below. REQUEST SPONSORSHIP COMMUNITY MATTERS TO US. Thank you for your service to our great communities, in which we live. Events What is O'Farrell Wealth & Estate Planning up to in the community? Check out these listings below to see us at an event or join a webinar or seminar! The Community Boardroom When we built our offices, we deliberately created our boardrooms so they could be used by the community. If your charitable, non-profit, or not-for-profit organization needs a place to meet on evenings or weekends, we welcome you to use it at no cost. We have boardroom space available in Kemptville and Winchester. Click the button below to book your meeting. BOOK THE BOARDROOM Grow with us! Build your plan with an O'Farrell Advisor and start seeing results. Contact the O’Farrell Team to discuss your future financial goals and build a solid strategy to grow, protect, and pass on your wealth. BOOK YOUR FINANCIAL ANALYSIS NOW Looking for information regarding employee benefits and group pension plans? Visit O’Farrell Financial Services EMPLOYEE BENEFITS & GROUP RRSP 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. www.mfda.ca 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 www.cipf.ca https://www.ciro.ca/ © 2023 | All Rights Reserved

HOME SERVICES ADVANTAGE CARRIERS ABOUT US More CONNECT WITH US Services Group RRSPs and Healthcare Benefits: proactive tools to provide your employees with greater financial security and access to health care. If you’re unsure about how to add an Employee Benefits plan to your business, an O’Farrell Financial Group Broker can help you. We take the time to learn about you and your business and take the guess work out of benefits planning. Since we have access to a wide variety of group insurance carriers, we can create a tailored plan for your unique business. Group Retirement Savings Plans By offering Group Registered Retirement Savings (RRSP) Plans, employers are investing in their employees and their business. Group RRSPs can help your employees proactively save for their future, and provide tax savings for your business. You choose the design of the Group Retirement Savings Plan that best suits your business. Options include Group RRSPs, Deferred Profit Sharing Plan, Tax-Free Savings Accounts, Employer Matching or Employer Non-contributing plans. Group Benefit Plans Employees realize the value of Group Benefits Plans, and employers see the difference it makes in the lives of employees; healthier employees results in less turnover and absenteeism. Examples of available products include: Insurance: Life, AD&D, Critical Illness, Disability Long-Term Coverage Paramedical Healthcare and Drug Coverage Healthcare Spending Accounts Dental Care Plans We’re here to help your business thrive! Reach out to us today for more information. Practical Plans for Your Unique Business Our Employee Benefits Division specializes in providing our clients with the best possible solution for their unique needs. We take the time to learn about your business and build a strategy that fits your needs. As group brokers, we have access to a wide variety of insurance carriers and work with them to tailor a customized plan. This allows our Team to obtain the most cost-effective solution for your business. We offer ongoing support and regular reviews to keep you updated on the latest product offerings and allow your benefit plan to adapt along with your business. Protect your most valuable asset with Employee Benefits Plans and Group Retirement Savings Plans. Contact us for a complimentary quote to help you provide the best compensation plan for your Team. REQUEST YOUR QUOTE NOW 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 Looking for information regarding investments and wealth planning? Visit O’Farrell Wealth & Estate Planning. O'FARRELL WEALTH & ESTATE PLANNING © 2023 | All Rights Reserved We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs. 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).