Q&A with Cyndy & Sarah – Do I need Health Benefits?

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by Sarah Chisholm, Financial Advisor, O’Farrell Financial Services Time for that annual dental visit, or in need of a massage after sitting at the kitchen...

Tax Time – Green or Red?

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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...

The Wealth Plan

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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...

Q & A with Cyndy & Sarah – Critical Illness Insurance

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by Cyndy Batchelor, Bcom, Financial Advisor, O’Farrell Financial Services No one plans for unexpected health problems. An illness can throw your financial stability off track....

Q&A with Cyndy & Sarah – Estate Planning – The Logistics

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Estate planning can be a beautiful thing. It can create a legacy through gifting to loved ones or charity. Behind your estate goals, there...

Sticking to the Plan

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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...

Statement from MP Duncan on the passing of Frances Lauzon

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Local Member of Parliament Eric Duncan released the following statement on the news of the passing of Frances Lauzon: "On behalf of my family and...

Tips from Cyndy and Sarah – Budgeting your Vacation/Staycation

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by Cyndy Batchelor, B.Com. Financial Advisor, O'Farrell Financial Services Planning your vacation can be fun, yet stressful, if you are working within budgetary or travel restrictions....

Financial Cup of Tea

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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...