Geoff Carter BA, FLMI
Financial Security Advisor and Partner at O'Farrell Financial Services Inc.- Claim this Profile
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Bio
Kevin Short, B.A., OCELT
I’ve known Geoff for over 15 years. First, as an employee with his company and then later as a colleague. I cannot speak more highly about Geoff both as a financial professional and on a personal level. The words professional, integrity, sincerity and good humour all come to mind. Geoff will look after you and do it very well.
Lissa Constantine
Geoff's handling of our insurance requirements was focused, attentive and upfront. Geoff's sincere desire to be of service at every stage of the process was evident. Patient, knowledgeable and honest, Geoff's approach inspired trust built on the consistent exchange of information - always respectful and always professional. We are in safe hands with Geoff Carter and O'Farrell Financial.
Kevin Short, B.A., OCELT
I’ve known Geoff for over 15 years. First, as an employee with his company and then later as a colleague. I cannot speak more highly about Geoff both as a financial professional and on a personal level. The words professional, integrity, sincerity and good humour all come to mind. Geoff will look after you and do it very well.
Lissa Constantine
Geoff's handling of our insurance requirements was focused, attentive and upfront. Geoff's sincere desire to be of service at every stage of the process was evident. Patient, knowledgeable and honest, Geoff's approach inspired trust built on the consistent exchange of information - always respectful and always professional. We are in safe hands with Geoff Carter and O'Farrell Financial.
Kevin Short, B.A., OCELT
I’ve known Geoff for over 15 years. First, as an employee with his company and then later as a colleague. I cannot speak more highly about Geoff both as a financial professional and on a personal level. The words professional, integrity, sincerity and good humour all come to mind. Geoff will look after you and do it very well.
Lissa Constantine
Geoff's handling of our insurance requirements was focused, attentive and upfront. Geoff's sincere desire to be of service at every stage of the process was evident. Patient, knowledgeable and honest, Geoff's approach inspired trust built on the consistent exchange of information - always respectful and always professional. We are in safe hands with Geoff Carter and O'Farrell Financial.
Kevin Short, B.A., OCELT
I’ve known Geoff for over 15 years. First, as an employee with his company and then later as a colleague. I cannot speak more highly about Geoff both as a financial professional and on a personal level. The words professional, integrity, sincerity and good humour all come to mind. Geoff will look after you and do it very well.
Lissa Constantine
Geoff's handling of our insurance requirements was focused, attentive and upfront. Geoff's sincere desire to be of service at every stage of the process was evident. Patient, knowledgeable and honest, Geoff's approach inspired trust built on the consistent exchange of information - always respectful and always professional. We are in safe hands with Geoff Carter and O'Farrell Financial.
Experience
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O'Farrell Financial Services Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Financial Security Advisor and Partner
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Oct 2010 - Present
I'm a Financial Security Advisor and Partner at O'Farrell Financial. We have offices in Kemptville, Brockville, Winchester and Cornwall, Ontario where we provide financial and estate planning services as well as Employee Benefit services to help our clients live the life they want today, and secure the legacy they want for tomorrow. I'm a Financial Security Advisor and Partner at O'Farrell Financial. We have offices in Kemptville, Brockville, Winchester and Cornwall, Ontario where we provide financial and estate planning services as well as Employee Benefit services to help our clients live the life they want today, and secure the legacy they want for tomorrow.
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Freedom 55 Financial
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Financial Services
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700 & Above Employee
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Director, Business Development
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Jul 2002 - Oct 2010
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LearnQuest
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Managing Partner
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Sep 1989 - Jul 2002
IT Training organization founded to assist public and private sector clients to become productive with applications software. IT Training organization founded to assist public and private sector clients to become productive with applications software.
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Paul Revere Life Insurance Company
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Burlington, Hamilton, Oakville, Ontario
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Brokerage Representative
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Mar 1987 - Sep 1989
Supported the sale of Individual Disability Insurance products to Business Owners and Professionals. Supported the sale of Individual Disability Insurance products to Business Owners and Professionals.
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Education
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1977 - 1980
Huron University
BA, Economics
Community
