O'Farrell Financial Services
292 County Road 44 K0G 1J0 Kemptville, ON, Canada

In today’s Q&A, Keeley shares with us what she hears most often from clients: I should have done this years ago! Have you been considering your financial goals, but not acting on them? Get in touch with Keeley Patterson, Certified Financial Planner. Keeley looks forward to working with you to find the right solution. 877.989.1997 [email protected] .... . #financialplanning #investmentstrategy See more

In this final week of Investor Education Month, we review the Registered Retirement Savings Plan, or RRSP. An RRSP is a plan that helps you save for retirement by lowering your income and helping you save on taxes. You can choose many different types of investments cash, mutual funds, stocks and GICs. While your investments stay in your RRSP, you pay no tax. You can also carry forward unused contributions to the following tax year. Read more about RRSPs here: http://bit.ly/T...axesRetirementIncome O’Farrell Financial has enjoyed sharing investment tips and information with you during Investor Education Month. We’re here to answer your questions and to help you with all your investment needs. Contact Keeley Patterson, CFP, to learn how an RRSP can help you reach your retirement goals. 877.989.1997 [email protected] . . #investoreducationmonth #rrsp

Keeley Patterson, Certified Financial Planner (CFP), designs plans to secure protection of her client’s assets. Keeley helps clients make important decisions today that ensure future goals can be achieved. Keeley brings in depth knowledge of taxation and corporate planning to business clients. Time spent in commercial banking has provided Keeley with the knowledge to equip business owners with financial, retirement, succession and estate planning services that suit their nee...ds. Away from the office, Keeley enjoys being active in community projects and spending time with her family. Contact Keeley to start planning your future, today. Keeley Patterson, CFP Sales Team Leader & Partner 877.989.1997 or [email protected] http://bit.ly/AboutKeeleyPatterson . . #retirementplanning #successionplanning

O’Farrell Financial Advisor, Peggy Mathieson, recommends this article which sheds some light on the right time to start taking CPP: http://bit.ly/PlanningForCPP Seeking to define your financial goals and plan for your future? Interested in a second opinion on your current plan? Contact Peggy Mathieson at O’Farrell Financial to start the conversation. 877.989.1997 [email protected]... . . #retirementplanning #cpp See more

Today’s Q&A highlights a question that Peggy regularly receives about CPP. To make an informed decision, a retirement plan is key. Financial Advisor Peggy Mathieson is happy to answer your questions and work with you to get the right answer for you. Please contact Peggy to start developing your financial plan. 877.989.1997 [email protected]... . . #retirementplanning #cpp See more

October is Investor Education Month! O’Farrell Financial is sharing tips to help you get invested and stay invested. This week we focus on Registered Education Savings Plans, also known as RESPs. This is an investment plan that can help you save for a child’s post-secondary education. The money saved in a RESP grows tax-free and the Canadian Government will top up your annual contribution by 20% up to a maximum of $500 each year, per child! Read more about RESPs here: http://...bit.ly/howAnRESPWorks Contact Financial Advisor, Peggy Mathieson, to learn how a RESP can help you save for your child’s education. 877.989.1997 [email protected] . . #investoreducationmonth #resp

Financial Advisor, Peggy Mathieson, takes a comprehensive approach to finding solutions that fit her clients’ needs. Peggy takes pride in ensuring that her clients’ financial plans are relevant to their financial goals and that her clients understand the details of their plan. Peggy is exceptional at helping clients get on the path to a sustainable retirement. She enjoys working together with her clients to create a plan that takes them from where they are today, to where the...y would like to be in the future. She helps them define their retirement goals and reach them accordingly. Away from the office, Peggy enjoys spending time with family and friends at her home in the Mallorytown area. Contact Peggy to start planning your future, today. Peggy Mathieson, Financial Advisor 877.989.1997 or [email protected] http://bit.ly/AboutPeggyMathieson . #financialplanning #retirementplanning

Small businesses rest at the heart of our communities. Through Covid, we have seen so many small business owners come up with innovative solutions to succeed in these unprecedented times. Be sure to shop local and support your local businesses! . . #smallbusinessweek #supportlocalbusiness

This week, our Wealth Management Division brings you a video discussing the value of strategic financial planning. When it comes to investing, the act of investing beta (market returns) or alpha (above market returns) tends to be our focus. A study found that perhaps ‘Gamma’ (value derived from intelligent financial planning) is a low hanging fruit easily overlooked. Watch here: http://bit.ly/NowGamma Looking to take a custom approach to your investments? Contact O’Farrel...l Financial today to start the conversation. 877.989.1997 [email protected] . . #investing #wealthmanagement See more

Today’s Q&A comes to us from the Wealth Management Division, and highlights how Dollar-cost averaging benefits investors. Please contact O’Farrell Financial today for more strategies on how to make your investments work for you. 877.989.1997 [email protected]... . . #investing #dollarcostaveraging See more

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