Our Profile

O’Farrell Financial Services was founded in 1997 by the husband and wife team of Dermid and Donna Lee O’Farrell. They recognized the value financial security planning could bring to the people of Eastern Ontario and set out to build a company that would provide clients with an experience of quality advice, professionalism and personal service.

Since its inception, the company has grown steadily each year and earned a reputation for success and integrity.

Our Philosophy

We believe in developing strong relationships with our clients by listening, informing and providing professional advice and guidance. We work hard to help you build your financial security.

How We Work

We are committed to developing financial security plans that will set clients on a path to achieving their goals.

We understand how busy people's lives can become. Financial security planning can get lost in the equation. Many people don't realize that a sound financial security plan will save time and money in the long run. We will meet with you in the comfort of your office or home, or in our office.

Our first step is to review your current situation to see where you are today. Next, we talk with you about your dreams and goals. Where would you like to be in the future?

The next step is to measure where you are today with where you wish to be. If there is a shortfall or an opportunity to improve an already great plan, we will provide you with a complete analysis and written recommendations . We will discuss progressive strategies and help you make effective choices.

Our relationship with you will be ongoing in order to monitor progress toward the goals established. Financial security plans will always require updating as people’s circumstance and ideas shift.

Would you like to be more organized?

One of our most appreciated client services is our custom-made binder system. Getting organized is sometimes half the battle when it comes to finances. Do you have papers scattered around all over the place? Do you receive financial statements that are confusing? Imagine having all of your financial details neatly organized in one binder where you can easily access everything. We’ll organize and explain it all for you.