Farrell Financial

At Farrell Financial, we are dedicated to providing comprehensive financial planning and investment services to our clients. Our mission is to help our clients make the best decisions with their money and enable them to achieve their financial goals. With over 30 years of experience, our team of experts is committed to providing our clients with the highest level of service and expertise.

Our Services

At Farrell Financial, we specialize in providing a wide range of services to help our clients manage their investments and retirement accounts. Our primary focus is on managing market risk within an investment portfolio using point and figure charting. We believe that this approach, combined with a balanced retirement planning strategy, can result in a long and sustainable retirement for our clients.

Our team of experts provides the following services:

• Retirement Planning: We help our clients develop a comprehensive retirement plan that takes into account their current financial situation, risk tolerance, and retirement goals. Our goal is to help our clients create a plan that provides them with a secure and comfortable retirement.
• Investment Planning: Our team of experts at Farrell Financial can provide our clients with customized investment strategies that are tailored to their specific needs and goals. We offer a range of investment options, including stocks, bonds, and mutual funds.
• Estate & Will Planning: We help our clients create a comprehensive estate plan that ensures their assets are distributed according to their wishes. We also provide guidance on will preparation and tax planning.
• Insurance Services: We offer a range of insurance services to help our clients protect their assets and provide for their loved ones. Our insurance services include life insurance, disability insurance, critical illness insurance, long-term care insurance, and health & dental insurance.

Our Team

At Farrell Financial, we believe that our team is the key to our success. Our team of experts includes experienced financial advisors, investment professionals, and administrative staff.

Our lead financial advisor, Michael A. Farrell, is a Certified Financial Planner and a Chartered Investment Manager with over 30 years of experience in the financial industry. Michael has a degree in Honours Economics from the University of Western Ontario and is dedicated to helping his clients achieve their financial goals.

Janet Falla, our Administrative Assistant, has over 25 years of experience in the financial industry. Janet handles the administration of our office and is committed to providing professional and courteous service to our clients.

Companies We Represent

At Farrell Financial, we represent a number of reputable financial institutions, including Manulife Wealth Inc. Our investment dealer dealing representatives are registered with Manulife Wealth Inc. and offer a range of investment options, including stocks, bonds, and mutual funds. Our insurance products and services are offered by Mike Farrell, an independent Insurance Representative.

We are committed to providing our clients with transparent and ethical services. We are registered with the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). We are also a member of the Mutual Fund Dealers Association of Canada (MFDA).