EXPERIENCE. PRECISION. EXCELLENCE.
A Legacy of Financial Guidance and Security
For over 27 years, O'Farrell Wealth & Estate Planning has been proudly serving clients in the Greater Toronto Area and beyond. We are a team of experienced professionals passionate about empowering individuals and businesses to achieve financial security and build a prosperous future.
Our Expertise
We offer a comprehensive array of wealth management and financial planning services, designed to address your unique needs at every stage of life. Our services include:
Wealth Management & Planning
- Personalized investment strategies for individuals and families
- Retirement planning and contribution maximization
- Estate planning and wealth preservation strategies
- Business succession planning
- Tax optimization and compliance guidance
Employee Benefits & Group Plans
- Comprehensive Group Benefit plans for businesses of all sizes
- Tailored Group RRSP plans to maximize employee contributions and retirement savings
- Specialized plans to address the unique needs of your workforce
- Assistance with plan design, implementation, and ongoing administration
Our Values
At O'Farrell, we believe in:
- Client-centered approach: We prioritize your needs and goals, working collaboratively to create individualized plans.
- Integrity and transparency: We maintain the highest ethical standards, providing clear and concise communication every step of the way.
- Progressive strategies: We stay updated with the latest financial trends and technologies to offer you innovative solutions and strategies.
- Building relationships: We foster strong relationships with our clients, based on trust, respect, and open communication.
Our Team
Composed of seasoned professionals with diverse expertise and unwavering dedication, our team provides personalized attention and guidance with unwavering professionalism.
Schedule a Consultation Today
We are committed to helping you achieve financial clarity, security, and prosperity. To schedule a complimentary consultation and discuss your unique needs, please contact us today.
Overall Experience
The reviews highlight the excellent service provided by Bonnie and O'Farrell Financial, with a focus on personalized attention, education, and exceptional support.
Highly Impressed
Bonnie has made a significant impact on clients, going above and beyond to understand their needs and provide guidance. Her team's backing has ensured that clients feel well taken care of.
Recommendation
Lauren highly recommends Bonnie and O'Farrell Financial to young couples starting a family or anyone seeking support at any stage of life.
Be the first to review O Farrell Financial Service.
Write a Review
