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...

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)...

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...

Wealthy Women

by Sarah Chisholm, Financial Advisor & Partner, O’Farrell Financial Services Everyone knows a wealthy woman. She is inspirational, in control of her finances, has a...

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...

Are TFSA’s worth it?

by Cole Seabrook, Financial Advisor, O’Farrell Wealth & Estate Planning; Assante Capital Management Ltd. This is a question that Advisors are frequently asked. Let’s review...

Insuring Your Paycheque

By Cole Seabrook, Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. When speaking with individuals regarding their financial plans, many like to focus...

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...

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....

Financial Cup of Tea: Financial Jargon

by Sarah Chisholm, Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. In the investing world, acronyms abound: RRSP, crypto, RESP, ETF,...