o'farrell financial blog

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Friday, 13 October 2017 10:29

To Renovate or Not To Renovate?

How to pay for your renovation

An article by O’Farrell Financial Services Inc.
October 2017

A lot of planning and consideration goes into a home renovation. What are the reasons for renovating? What needs to be done? What is your budget? How will you pay for it?

Monday, 08 May 2017 11:03

Creating a Prosperous Future Together

By Deron Johnston

On Friday, April 28, the Municipality of North Grenville hosted its 8th annual North Grenville Economic Development Appreciation Breakfast at the Municipal Centre. The theme for the breakfast was “Creating a prosperous future together”, and it was attended by approximately 200 people.

Eastern Ontario – O’Farrell Financial Services announces the partnership of Hugh O’Neill, effective May of 2017.

 Hugh O’Neill, a resident of North Grenville, is a Financial Security Advisor and a Certified Agriculture Financial Advisor with O’Farrell Financial Services Inc.  With over 20 years of experience in the Agriculture Financial Industry, Hugh works with farms and business owners on Succession Planning. He is based in the Winchester Office and travels to all four O’Farrell Financial locations to meet with clients.

Hugh joins Dermid O’Farrell (Managing Partner), Donna Lee O’Farrell, Matt Felker, Keeley Patterson, Geoff Carter, Daren Givoque and Cynthia Batchelor as Partners at O’Farrell Financial. His wealth of knowledge, combined with his understanding of agriculture, and passion for serving clients is unparalleled and makes him a perfect fit for the Partnership Team.

O’Farrell Financial Services provides financial and estate planning services to help their clients live the life they want today, and secure the legacy they want for tomorrow. Founded in 1997, the company has 4 offices located in Brockville, ON, Cornwall, ON, Kemptville, ON, and Winchester, ON. O’Farrell Financial Services celebrates 20 years of serving Eastern Ontario this year.

Welcome, Hugh O’Neill, to the O’Farrell Financial Services Partnership Team!

Wondering what to do with your tax refund?

Here are some solutions.

Recruit and retain great employees

As a small business owner, you rely on your employees to help build your business. You have a great team behind you, so how do you protect your employees and build employee satisfaction and loyalty?

Eastern Ontario – Earlier this month, O’Farrell Financial Services announced the partnership of Cynthia Batchelor and Daren Givoque effective January of 2017.

Without much effort, a tree may still grow and mature; however, with a little more attention and care, that same tree may blossom into something magnificent. The same is true when it comes to saving money for the future. Is your current plan being cared for, or simply left to grow on its own?

With the March 1, 2017, registered retirement savings plan (RRSP) deadline just around the corner, now is a good time to revisit your financial security plan. 

By making small lifestyle changes, you could help you and your loved ones financially.

We all know how important it is to take care of our physical health – it keeps us strong and helps ensure we’ll be around for years to come.

But what about looking after our financial health? It’s just as important but often doesn’t receive the attention it deserves.

Even if it seems like you don’t have enough money to invest or buy insurance, it doesn’t take much. If you cut down on extra lattes or meals out, you could set yourself up with a plan for a successful financial future.

Friday, 18 November 2016 08:41

Year End Tax Tips

Tax time is still months away, but year-end is approaching fast. That means you should start thinking now about what you can do before December 31— the deadline for many tax breaks — to create some savings for yourself when tax time does arrive. Here are some things to consider before the year is out.

Tuesday, 25 October 2016 15:31

Welcome to Retirement

Steps to help ensure your financial success

You’ve got a nice nest egg saved up, but want to make it last (and grow!) so you can bring your retirement dreams to life. As you move closer to your retirement date, take time to evaluate the factors that could impact your retirement income. Use this quick checklist to stay on track. 

Wednesday, 11 May 2016 00:00

O'Farrell Financial Expands to Cornwall

By Bob Peters 
May  9, 2016

Cornwall Ontario - A company with a long history of business in Eastern Ontario now has a Cornwall address.

O’Farrell Financial Services has opened a new office in Downtown Cornwall, at the busy intersection of Second and Sydney.

“We are excited to be in Cornwall, and especially in Downtown Cornwall,” says company Managing Partner Dermid O’Farrell. “We have been made to feel very welcome in the short time we have been open, and we look forward to connecting with more people in the city.”

We invite you to help make the 2015 O'Farrell Financial Holiday Food Drive a huge success! Please drop off non perishable food items to our Kemptville, Brockville or Winchester offices. Donations will benefit organizations within each of the communities we serve. Donations delivered to our Kemptville location will go to the Kemptville Kinsmen Food Bank. In Brockville donations will go to the Brockville Salvation Army Emergency Food Bank, and in Winchester donations will go to the Dundas County Food Bank. Together, we can make a difference! Lets give back to our communities this holiday season.

Food Drive will run from November 13th - December 23rd

thumb awardO'Farrell Financial Services was honoured to be the recipient of the Greater Brockville Ad & Sales Club Helen G. Wood Business of the Year award. Thank you to the Brockville Ad & Sales Club for this recognition, and thank you to all of our clients who have made this possible!

Brockville

56 King Street East
Brockville, ON
K6V 1B1

613.865.8080

Cornwall

108 Second Street East, Unit 103
Cornwall, ON
K6H 0C9

613.935.6254

Kemptville

292 County Road 44
Kemptville, ON
K0G 1J0

613.258.1997

Winchester

510 St. Lawrence Street, P.O. Box 518
Winchester, ON
K0C 2K0

613.774.2456