Staff

Dermid O'Farrell

Financial Security Advisor & Managing Partner

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613.258.1997 ext 242

Donna Lee O'Farrell

Operations Manager and Partner

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613.258.1997 ext. 224

Matthew Felker - BA, EPC

Financial Security Advisor and Partner

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613.258.1997 ext. 271

Keeley Patterson - CFP

Certified Financial Planner and Partner

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613.865.8080 ext. 321

Geoff Carter - BA, FLMI

Group Broker and Partner

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613.258.1997 ext. 226

Hugh O'Neill, BScAgr, CAFA

Financial Security Advisor, Certified Agriculture Financial Advisor & Partner

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613.774.2456 ext. 231

Cyndy Batchelor

Financial Security Advisor & Partner

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613.774.2456 ext. 426

Daren Givoque, CDFA

Financial Security Advisor & Partner

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613.258.1997 ext. 235

Kelly Armstrong

Financial Security Advisor

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1.877.989.1997

Amanda Ladd

Financial Security Advisor

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613-865-8080 ext. 230

Peggy Mathieson

Financial Security Advisor

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613.865.8080 ext. 230

Bonnie Wilson

Financial Security Advisor

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613-935-6254 ext. 327

Danielle Blasko, BIB

Advisor Associate to Daren Givoque

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613.258.1997 ext. 235

Terri Boyd

Advisor Associate to Matthew Felker

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613.258.1997 ext. 271

Patrick Brauneisen

Office Care & Cleanliness

Erin Campbell, BASoc

Employee Benefits Service Representative

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613.258.1997 ext. 226

Sarah Chisholm, BA/MA

Advisor Associate to Hugh O'Neill

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613.774.2456 ext. 247

John Cleary, BCom

Paraplanner

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613.774.2456 ext. 524

Jennifer Extence

Advisor Associate to Bonnie Wilson

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613.935.6254 ext. 327

Connie Heffernan

Advisor Associate for Keeley Patterson

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613.865.8080 ext. 321

Andrew MacKinnon, CPA, CA

Accountant

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613.258.1997 ext. 222

Allison Martin

Advisor Associate to Cyndy Batchelor

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613.774.2456 ext. 426

Brenda Mayhew

Processing Associate

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613-258-1997 ext. 229

Nicole Millest

Marketing Coordinator

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613.258.1997 ext. 228

Joanne Moran

Guaranteed Investment Specialist

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613.774.2456 ext.425

Thomas Nesbitt, BBA/Econ

Advisor Associate to the Business & Estate Team

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613.774.2456 ext. 231

Scott Prince

Processing Associate

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613.258.1997 ext. 241

Aaron Seguin, BEcon

Investment Specialist

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613.258.1997 ext. 227

Hayley Smith, BA

Manager of First Impressions

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613.258.1997 ext 221

Tanner Smith, BCom

Processing Associate

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613.258.1997 ext. 233

Shirley Stewart

Guaranteed Investment Associate

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613.774.2456 ext. 421

Ryan Ward, BCom

Associate of the Wealth and Compliance Department

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613.258.1997 ext. 234

Alexandra Zewuster, BComm

Operations Team Leader

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613.258.1997 ext 242

Christine Aubin

Manager of First Impressions

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613.258.1997 ext. 221