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...

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...

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...

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...

A personal travel manager, now more than ever

Gravitate Travel's Scott Waldron explains why more and more travellers are seeking the help of professionals to plan their next vacation. How many times have...

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...

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...

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