I received my B.A. in Economics from IJVIC in 1993, and joined Burns Fry shortly after graduation. I moved to Toronto in 1995 and subsequently joined TD Wealth in 1997. In addition to holding the Canadian Investment Manager designation and completing the Canadian Options Course, I obtained my Certified Market Technician designation in 2001, being only the 13th Canadian to hold the designation at that time. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
Over the past 25 years, I have grown Farrell Wealth Advisory Group to provide financial advice to 135 families, with assets under management in excess of 450 million dollars as of March 31, 2022. Our clients have diverse backgrounds and financial objectives, but what they have in common is that they expect a high level of value. We are committed to delivering that value with the four-pillar approach at TD Wealth: Build Net Worth, Implement Tax Efficient Strategies, Protect What Matters, and Leave A Legacy. By taking this approach we have a proven track record of helping clients achieve their goals throughout their financial lifecycle.
When I am not at work, I enjoy a variety of different sports activities including: gym, Brazilian Jiujitsu, golf.
Farrell Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.