Founded in 1997 by Derm O'Farrell, O'Farrell Wealth & Estate Planning (operating as O'Farrell Financial Services Inc.) is a family-run financial services firm dedicated to providing holistic financial planning. The firm's mission is to help clients achieve their goals and secure their financial future through a proprietary process called "The Complete Financial Planning Solution™". They offer a wide range of services including wealth planning, investment management, retirement planning, and insurance solutions. The firm operates as an independent entity associated with Assante Capital Management Ltd., which serves as their investment dealer and provides regulatory oversight and support.

Founded in

Canada