brockville location

Keeley Patterson, CFP

Sales Team Leader & Partner

Keeley has been working in the financial industry for over 30 years. In 1997, she achieved her Certified Financial Planner (CFP) certificate before moving into the Commercial Banking sector. She has helped countless individuals and business owners make important financial decisions through the years, so it was a perfect match when she joined O'Farrell Financial in the spring of 2009.

As a Certified Financial Planner at O'Farrell Financial, Keeley spends her days understanding what is truly important to her clients. She then designs ways to help them attain the lifestyle they want, the protection they need, and achieve the clarity to make great decisions for their businesses, for the next generation, and beyond.

Thanks to Keeley's time in commercial banking, she has worked with numerous financial statements and partnered with lawyers and accountants to help her clients make solid decisions. Her experience provides her with a unique perspective when she is providing financial and estate planning services to business owners as she is deeply familiar with both the challenges that arise, and how to handle them skillfully.

At home with her husband and their five children, Keeley understands what it is like to juggle a busy household, a busy career, and be active in the community. Her ability to do this speaks to her energy, her focus, and her efficiency. You can count on all three when you work with Keeley.

Community Involvement

  • Brockville Chamber of Commerce - Member 2009 – President 2019-2020
  • Downtown Business Improvement Association - Member 2013 – 2019 - Treasurer 2019-2020
  • Brockville Women in Business - 2010 – 2018
  • Leeds & Grenville Interval House - Volunteer 2012 - 2019
  • Member of ADVOCIS - The Financial Advisor's Association of Canada - Member 2009 - Present
  • North Grenville Chamber of Commerce - Member 2005 - Present
  • Canadian Association for Retired Persons, Brockville Chapter - Co-Chair 2011 – 2015
  • Business Network International (BNI) - Member 2009 - 2011
  • Grenville Community Futures Development Corporation - Board Member 2004 -2009 (Chair 2007 - 2008)
  • South Grenville Chamber of Commerce - Member 1998 – 2002 (President 2001)

Contact

  T : 613.865.8080

  F : 613.865.8409

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Advisor Associate

Connie Heffernan

  T : 613.258.1997

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