I have found that one of the most important factors in helping you achieve your long-term financial goals is collaboration. When you and I work closely together, the financial strategies we employ and the ability to stay on track is better. With clients I've served, I see a direct correlation between how involved they are in the process and how satisfied they are with the results.
I'll work with you through our 5-step Process to explore your current situation and understand what it is you'd like for yourself and your family. The better the direction you provide, the better I understand what matters to you and the more closely aligned the strategies can be.
Clients often bring me financial questions they initially believe are outside the realm of our financial strategies - questions about buying a new car or refinancing their home, for example. Truthfully, any significant financial decision like these has the potential to impact your long-term strategies, and I appreciate the opportunity to review them together. Additionally, I work with a network of professionals in the community, and I may be able to connect you to a trustworthy, reliable resource for your needs.
Even before joining Edward Jones, I had a passion for helping individuals reach and protect their goals. I ran a State Farm Insurance office for several years and also worked for one of Canada's largest mutual fund companies, Mackenzie Investments. My economics degree is from the University of Windsor.
Family is important to me. My wife and I are travelling with our two teenaged kids as much as we can before they move out and begin building their own family memories. We all enjoy going to the cottage anytime of the year. We keep ourselves busy by skiing, tubing, wakeboarding, skating or getting in the occasional snowmobile ride.
- Estate & Legacy Strategies
- Wealth Strategies
- Business Owner Considerations
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Phone NumberDave Farwell at (416) 385-3660
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
Connect on Social
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More