O'Farrell Financial Services

October is Investor Education Month and each week, O’Farrell Financial shares investment product information to help you get invested and stay invested. This week our Wealth Management Division offers a glimpse into Tax Loss Harvesting, also known as Tax Loss Selling. This is the practice of selling shares held in a non-registered account that have experienced a drop so critical that a capital loss can be claimed. This can be used as a strategy to offset capital gains within ...a non-registered account and can sometimes result in the reduction of taxes paid by the investor. Read more about Tax Loss Harvesting here: http://bit.ly/TaxLossHarvesting Curious about Tax Loss Harvesting? Contact Matthew Felker of the O’Farrell Financial Wealth Division to learn how this strategy could work for you. 877.989.1997 [email protected] . . #investoreducationmonth #taxlossharvesting

Meet the O’Farrell Financial Wealth Management Team, a unique group of specialists, who work alongside our Business & Estate Team and our Advisors. Our Wealth Management Division specializes in building custom investment solutions in order to provide the best options available for our clients’ financial plans and risk tolerance. They follow financial market developments, review mutual funds, stocks, and ETFs, and set O’Farrell Financial apart from other financial services fir...ms by providing in-house analyses direct from each of our 5 office locations. Our Wealth Management Division excels at guiding our clients through investment planning. Contact O’Farrell Financial to learn how our custom investment solutions can work for you. 877.989.1997 [email protected] . . #wealthmanagement #custominvestmentsolutions

Wishing everyone a safe and happy Thanksgiving this weekend! Our offices are closed Monday and are open again on Tuesday, October 13th. . . #ofsi #HappyThanksgiving

O’Farrell Financial Advisor, Thomas Nesbitt, recommends this article which explores some important considerations for your TFSA: http://bit.ly/TFSAmisstepsToAvoid Seeking to define your financial goals and plan for your future? Interested in a second opinion on your current plan? Contact O’Farrell Financial Advisor, Thomas Nesbitt to start the conversation. 877.989.1997 [email protected]... . . #financialplanning #tfsa See more

Today’s Q&A highlights a common question that Thomas receives about TFSAs. If you have questions regarding your financial goals, Financial Advisor Thomas Nesbitt is happy to answer them. Please contact Thomas to start creating your financial plan. 877.989.1997 [email protected]... . . #financialplanning #tfsa See more

October is Investor Education Month, and O’Farrell Financial wants to help you get invested and stay invested. Stay tuned as we share tips on investment products! This week’s feature is the Tax-Free Savings Account, or TFSA, and despite the name, it’s not just a savings account. TFSAs are dynamic savings tools. A TFSA can hold many different investments including cash, GICs, stocks and mutual funds all at the same time! Read more about TFSAs here: http://bit.ly/TFSAbasics ...Contact Financial Advisor, Thomas Nesbitt, to learn how you can use a TFSA in your investment strategy. 877.989.1997 [email protected] . . #investoreducationmonth #tfsa See more

Financial Advisor, Thomas Nesbitt, excels at creating comprehensive investment and retirement plans for his clients. He takes time to discuss all aspects of his recommended strategies so that his clients can make informed decisions. Thomas has been with O’Farrell Financial since 2016 and is well versed in all aspects of the industry. He is a Business and Economics graduate from the University of New Brunswick and has successfully completed multiple certifications in the finan...cial industry. Away from the office, Thomas enjoys playing hockey or tennis and spending time at his cottage with his family and friends. Contact Thomas to start planning your future, today. Thomas Nesbitt, BBA/Econ Financial Advisor 877.989.1997 or [email protected] http://bit.ly/AboutThomasNesbitt . . #financialplanning #investmentstrategy

October is Investor Education Month! Each week O’Farrell Financial will highlight different types of investments, so stay tuned all month long! Today, let’s look at non-registered investments. Unlike RRSPs, non-registered investments do not have a limit to the amount you can save. While a non-registered investment does not provide any tax-deferred benefits, they offer more flexibility. Read more: http://bit.ly/NonRegisteredInvestments Contact Sarah Chisholm, Financial Adviso...r, to learn more about how to use non-registered investments as part of your overall financial plan. 877.989.1997 [email protected] . . #investoreducationmonth #nonregisteredinvestments See more

This week, O’Farrell Financial Advisor, Sarah Chisholm, shares an infographic illustrating some common factors keeping Canadians from saving their money: http://bit.ly/InfographicCanadiansSaving Looking to define your financial goals and plan for your future? Interested in a second opinion of your current plan? Contact Sarah today to start the conversation. 877.989.1997 [email protected]... . . #financialplanning #investoreducationmonth See more

Today’s Q&A highlights one of the most common questions that Sarah receives about TFSAs vs. RRSPs. Do you have questions regarding your financial goals? Please contact Sarah Chisholm, Financial Advisor to learn more. 877.989.1997 [email protected]... . . #financialplanning #retirementplanning See more

Sarah Chisholm, Financial Advisor, excels at building financial plans for all her clients. For her clients who hold pensions, she provides solutions on how to boost their retirement savings and protect their income streams. As part of the Business and Estate Team at O’Farrell Financial, she works with businesses to protect their current operation, plan for retirement and develop succession strategies. In her spare time, Sarah enjoys hockey, gardening, museums and archives. H...aving grown up on local dairy farm, Sarah participated in 4-H as member and is now a volunteer leader. Contact Sarah to start planning your future, today. Sarah Chisholm, BA/MA Financial Advisor 877.989.1997 or [email protected] http://bit.ly/AboutSarahChisholm . . #financialplanning #successionplanning

Disability Insurance can protect you if an injury or an illness stops you from working by providing you with a tax-free monthly payment to help replace lost income. Even conditions that are not in plain sight, such as mental health issues or chronic pain, may also fall under the category of disability. If you exhaust your rainy-day fund, you may find yourself struggling to pay bills and dipping into retirement savings. Disability Insurance can help you avoid this. http://bit....ly/OFSDisabilityInsurance Contact Sarah Chisholm today for more information on Disability Insurance policies and if they’re right for you. Sarah and the Team at O’Farrell Financial are here to help you stay protected. 877.989.1997 [email protected] . . #insuranceawarenessmonth #disabilityinsurance

Just a reminder that next Wednesday, September 30, 2020 is the income tax payment deadline. The Canadian Government extended the payment due date for the 2019 tax year. For more information, visit https://www.canada.ca/en/services/taxes/income-tax.html . . #taxseason #taxreturns