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Helping clients manage their retirement accounts is our primary focus at Farrell Financial.

We believe if you manage the market risk within an investment portfolio using point and figure charting then over time you will produce the results for a long sustainable retirement. The balance of the retirement planning approach is simply arithmetic.

Michael A. Farrell  CFP, CIM Photo

Michael A. Farrell CFP, CIM

Financial Advisor

Michael Farrell is one of the outstanding financial professionals in the industry today. He has been serving clients for over 30 years, the last 20 years as a Financial Advisor of Farrell Financial/Manulife Securities Incorporated, as well as holding Certified Financial Planner designation. He attended the University of Western Ontario, graduating with a degree in Honours Economics and has earned the distinguished Chartered Investment Manager designation (CIM).

Michael’s practice serves the needs of a diverse group, including pre-retirees, retirees, professionals, and small business owners. In serving this clientele, he maintains a clear vision: To help clients make the best decisions with their money.

His personalized client-focused approach involves "allocating financial resources into the most tax-effective and risk-adjusted vehicles". His focus is not only on where you are today but where you want to be tomorrow and he uses his insight and expertise to show you how to get there.

 

905-331-8458

Rosemary O’Halloran B.A., FLMI Photo

Rosemary O’Halloran B.A., FLMI

Office Administrator

Rose O’Halloran assists Mike with the administration of his office with over 20 years of experience. Rose’s attention to detail and customer service are always of paramount concern. Rose truly enjoys her role in assisting clients the old fashioned way – through professional and courteous service.

Rose graduated from University of Western Ontario with a degree in Economics. She has also obtained the well-recognized FLMI designation in the insurance industry through the Life Office Management Association. Rose continues to develop her skills in a number of ways. Most recently with her Associate’s Degree in the Computer Operator Certificate awarded by the Bill Good Marketing Group in Draper, Utah.

Call 905-331-8458