1.877.989.1997

community involvement

Community Matters to Us

Some people ask us why we're so involved in the community, and we don't have to scratch our heads in order to come up with an answer.

We're active in our community for the same reasons our clients think about their own legacy and the future generations. We're active in the community because it's not just about our business; it's about everyone the business impacts. We have hundreds of clients and they live in this community. When we support our clients, our community benefits. When we support our community, everyone benefits. One of the cornerstones of creating and protecting wealth is to have an attitude and behaviour of service - regardless of what your personal circumstances are. It's just part of how we think, and it's absolutely how we live.

Follow us on Facebook, Twitter and Instagram to see what we are up to in the community!

Community Boardroom

When we built our offices, we deliberately created a boardroom that could be used by the community, as well as the business. So, if your charitable, non-profit or not-for-profit organization needs a place to meet, and our boardroom is not otherwise engaged, we're happy to have you use it at no cost. Click below on the Book Our Boardroom button to check our availability.

Please contact us at (613) 258-1997 Ext 221 or email at This email address is being protected from spambots. You need JavaScript enabled to view it. to confirm availability and book your meeting.

Partners in the Community

dermid o'farrell

Dermid O'Farrell

Financial Security Advisor & Managing Partner

donna-lee ofarrell

Donna-Lee O'Farrell

Operations Manager and Partner

matthew felker

Matthew Felker

Financial Security Advisor and Partner

keeley mouré

Keeley Mouré

Certified Financial Planner and Partner

rick lewis

Rick Lewis

Financial Security Advisor and Partner

geoff carter

Geoff Carter

Group Broker and Partner

#LoveYourCommunity

  • North Grenville Business Builders
  • north grenville public library
  • beth donovan hospice
  • BNI
  • north grenville community living
  • carol durie memorial golf tournament
  • hawks
  • highland games
  • kemptville district hospital
  • mountain township agricultural society
  • kemptville pallative care
  • Winchester Memorial District Hospital
  • Cornwall Community Hospital
  • The Children's Treatment Centre
  • Brockville Women in Business
  • Brockville no brain'r racing

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