Benefits now & in the future – Need to know about RRSP’s

by Cole Seabrook, Financial Advisor, O’Farrell Financial Services Inc. Over the past few years, there have been mixed feelings regarding Registered Retirement Savings Plans (RRSPs)...

The Cascading Wealth Transfer Concept

By Daren Givoque Financial Advisor, O’Farrell Financial Services As you age, and your children grow up and have families, you may be hoping to leave them...

Combatting Lifestyle Creep

by Sarah Chisholm, Financial Advisor, O’Farrell Financial Services Grab your favourite cup of tea or coffee, and let’s look at ways to combat the impact...

Do you know what type of pension you have?

by Daren Givoque, Financial Advisor, O’Farrell Financial Services When it comes to employer-sponsored pensions, there are two types of plans: Defined-Contribution Pension Plans and Defined-Benefit...

Wardrobes and Budgets

By Sarah Chisholm Financial Advisor, O’Farrell Financial Services Grab your favourite cup of tea or coffee and let us build your back to work wardrobe.  As more...

What to do when you are involved in an accident

James Purcell Insurance Being involved in an accident can be a very stressful event. To help you protect both yourself and your interests, we have...

Using life insurance as a tax shelter for business owners

by Daren Givoque, Financial Advisor, O’Farrell Financial Services In January, 2018, the Canadian government put new tax on split income (TOSI) rules into effect, causing...

Financial Cup of Tea – Cottage Time

by Sarah Chisholm Financial Advisor, O'Farrell Financial Services Grab a cup of tea or coffee and let's take a closer look at the family cottage....

How to address cryptocurrency in your estate planning

by Daren Givoque, Financial Advisor, O'Farrell Financial Services As a Financial Advisor I help clients with estate planning, which includes identifying their assets and determining...