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Get to know O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.

Founded in 1997 by Derm O'Farrell, O'Farrell Wealth & Estate Planning (operating as O'Farrell Financial Services Inc.) is a family-run financial services firm dedicated to providing holistic financial planning. The firm's mission is to help clients achieve their goals and secure their financial future through a proprietary process called "The Complete Financial Planning Solution™". They offer a wide range of services including wealth planning, investment management, retirement planning, and insurance solutions. The firm operates as an independent entity associated with Assante Capital Management Ltd., which serves as their investment dealer and provides regulatory oversight and support.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.

Canada

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.