Tips for Broaching the “Money Talk” with your Parents
By Cyndy Batchelor, Financial Advisor O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. Many of us worry about our parents and their wellbeing but...
The Wealth Plan
By Cyndy Batchelor Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. I tend to receive numerous queries for advice and tips from...
Sticking to the Plan
By Cole Seabrook Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. Everyone should have a Wealth plan. Unfortunately, many individuals do not understand...
Tax Time – Green or Red?
By Sarah Chisholm Financial Advisor, O’Farrell Wealth & Estate Planning/Assante Capital Management Ltd. The deadline for filing your personal 2021 taxes has come and gone. Did...
Financially responsible credit card habits
by Cyndy Batchelor, Financial Advisor, BCom, FMA O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. The cost of daily living is getting more expensive,...
Tips to stay Budget Conscious in 2022
by Cyndy Batchelor, Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. A New Year brings new goals and plans that we hope...
Financial Cup of Tea
Easing the Transition by Sarah Chisholm Have you noticed older relatives cleaning out their basements, or sorting through old files? It may be part of a...
Q&A with Cyndy & Sarah – Registered Disability Savings Plans
by Sarah Chisholm, Financial Advisor, O’Farrell Financial Services The federal government is currently working on a Disability Inclusion Action Plan, with the goal of improving the...
Q & A with Cyndy & Sarah – Retirement Planning
by Cyndy Batchelor, Bcom, Financial Advisor, O’Farrell Financial Services I often get questions about retirement planning. The most frequently asked question is “do I have...
Was the vegetable garden worth it?
By Sarah Chisholm Financial Advisor, O’Farrell Financial Services Food for thought on a popular summer project – the vegetable garden. Was the Covid gardening craze...