Our Achievements

Ongoing education and development is part of the way we operate.
We are also proud to be active members of the community.

 Professional Affiliations:

• Advocis – The Financial Advisor’s Association of Canada
• Business Network Inc. (BNI)

Community Involvement:

• North Grenville Chamber of Commerce since 2000 - nominated in 2006, 2007 for Established Business of the Year - won the title in 2008
• Kemptville District Hospital Foundation
• Community Living North Grenville

Dermid O'Farrell

- Mountain & District Lions Club President

- Kemptville District Hospital Foundation Board Member

- Knights of Columbus Council 5333 Kemptville, Ontario Past Grand Knight

- GCFDC Grenville Community Futures Development Corporation Board Member

- North Grenville Community Service Council

- Canadian Club member

Matthew Felker

- Business Network International (BNI) - Committee Chair

- Kemptville District Home Support - Meals on Wheels volunteer

Tanya Pearson

- Heritage Women's Group - member

- Lions Club of Merrickville - member

- Kemptville Networking Group - President

Ottawa Financial Centre Awards :

• Recipient of the John Gill Award of Excellence every year since its inception in 2001. Presented by Freedom 55 Financial in Ottawa, the award recognizes outstanding achievement in areas of professional development, industry involvement, community service and business results. Freedom 55 Financial is a division of London Life Insurance Company.
• Leader's Forum Member every year since inception in 2001.
• Executive Advisory Council 2003 to 2005 (Dermid); 2008 to 2009 (Matt)