Welcome to the Farwell Group, where we specialize in meeting the diverse needs of successful Canadians.
With our help, you’ll have the confidence—and a plan—for navigating life’s transitions and the challenges that many couples face today, including:
- Securing a reliable, tax-efficient stream of income for your retirement years
- Developing and executing a plan that ensures you or your surviving spouse won’t outlive your retirement savings
- Crafting an estate plan that minimizes taxes while maximizing financial support to your heirs
- Building a financial legacy by developing a plan that supports the charitable causes most important to you and your family
- Making complex financial concepts and challenges simple for you to understand and overcome
Our Wealth Advisors and subject matter specialists work closely with you and your spouse to simplify what can sometimes feel complex and overwhelming. With our guidance, you will be able to face your financial future with confidence.
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