Originally from India, Vipul recently moved to Kemptville from Toronto. Vipul studied at the University of Delhi and Himachal Pradesh University where he obtained a Bachelor of Commerce, a Post Graduate Diploma in Financial Management, a Master of Finance and Control, and his Chartered Financial Analyst (CFA) designation. In addition to his many education endeavors relating to finance, Vipul brings to the team 15 years of research, investment analysis, portfolio management and analysis experience. This education and experience make him a perfect fit as our Director of Wealth Management Division, where he follows and monitors global developments affecting stock markets, creates investment strategies, and designs custom portfolios to fit the needs of the clients at O’Farrell Financial.
Vipul lives by the philosophy that a moving body and a still mind are the necessary tools to find a solution to most of the problems facing the world today, including the answers he looks for in the noisy stock markets. To this end, he is an avid practitioner of calisthenics and meditation. He also enjoys hiking and exploring the provincial parks with his family.
Vipul joined O’Farrell Financial in 2019, where he values the strong community focus and set of values that emphasize doing the right thing for clients under all circumstances.