Community Matters to Us
Some people ask us why we're so involved in the community, and we don't have to scratch our heads in order to come up with an answer.
We're active in our community for the same reasons our clients think about their own legacy and the future generations. We're active in the community because it's not just about our business; it's about everyone the business impacts. We have hundreds of clients and they live in this community. When we support our clients, our community benefits. When we support our community, everyone benefits. One of the cornerstones of creating and protecting wealth is to have an attitude and behaviour of service - regardless of what your personal circumstances are. It's just part of how we think, and it's absolutely how we live.
In addition to the many not-for-profit organizations who are welcome to use our Boardroom, here are a few of the community activities our team participates in:
Dermid O'Farrell - Financial Security Advisor, Partner and President
- Kemptville District Hospital Foundation
- Chairman of the Board - Mountain & District Lions Club - Past President
- Knights of Columbus Council 5333 Kemptville
- Active Member and Past Grand Knight - Grenville Community Futures Development Corporation (GCFDC)
- Past Board Member - North Grenville Economic Development Committee
- Board Member (Retention and Expansion) - Canadian Club Member
- Freedom 55 Financial Executive Advisory Council - Past Member 2003-2004
Matthew Felker, BA, EPC - Financial Security Advisor and Partner
- Business Network International (BNI) - Committee Chair, Past President
- Kemptville District Home Support - Meals on Wheels Volunteer, Board Member
- Prescott Chamber of Commerce - Member
- Freedom 55 Financial Executive Advisory Council - Past Member 2008 - 2009
- North Grenville Chamber of Commerce Member
- North Grenville Downtown Business Improvement Association 2009 - 2010
Keeley Mouré, CFP - Certified Financial Planner and Partner
- Business Network International (BNI) - Committee Member
- Grenville Community Futures Development Corporation - Past Chairman
- Prescott Chamber of Commerce - Past President
- North Grenville Chamber of Commerce - Member
- Brockville Chamber of Commerce - Member
- Merrickville Chamber of Commerce - Member
- Member of ADVOCIS - The Financial Advisor's Association of Canada
- Canadian Association for Retired Persons, Brockville Chapter - Co-Chair
Rick Lewis - Financial Security Advisor and Partner
- Mountain & District Lions Club - Past Secretary
- North Grenville Chamber of Commerce - Member
- Business Network International (BNI) - Member
- North Dundas Chamber of Commerce - Member
- Beth Donovan Hospice - Member of the Board of Directors
- Member of ADVOCIS - The Financial Advisor's Association of Canada
Geoff Carter, BA, FLMI - Financial Security Advisor and Partner
- Freedom 55 Financial Ottawa Executive Advisory Council - Member 2003-2004
- Freedom 55 Financial Ottawa Management Team 2005-2010
- Member of ADVOCIS - The Financial Advisor's Association of Canada 2002-2010
- Member of ADVOCIS Ottawa Chapter Board of Directors
- Education & Professional Development Chair 2010 - Member of Ottawa Executives' Association - Past President 1998
- Member of Ottawa University Telfer School of Management
- Sales Panel Presenter 2005-2010 - Member of Ottawa Regional Cancer Foundation Board of Directors 2005-2007
O'Farrell Financial is a proud sponsor of the following organizations:
Brockville Braves
Kemptville 73's
2012 Olympic Hopeful: Chris Tobin of Kemptville, ON
Book our Boardroom
When we built our offices, we deliberately created a boardroom that could be used by the community, as well as the business. So, if your charitable, non-profit or not-for-profit organization needs a place to meet, and our boardroom is not otherwise engaged, we're happy to have you use it at no cost.
Feel free to call Lindsay at (613) 258-1997 Ext 221 to get access to our calendar to book your meeting. Note: This requires a free Google calendar account.