thefarwellgroup

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

Pari Christides is an Estate and Trust Consultant for The Bank of Nova Scotia Trust Company. She began working at Scotiabank in 2002, and, in her current position, Pari is responsible for providing advice and guidance to clients for their will and estate planning strategies.

Pari is a member of The Society of Trust and Estate Practitioners and holds the Trust and Estate Practitioner and Member, Trust Institute designations. She has also completed the Canadian Securities Course through the Canadian Securities Institute.

In this episode…

Let’s face it: the future is unpredictable. You don’t know when—or how—you’re going to pass. So, how can you make sure the people and causes you care about are financially provided for?

Though you might not realize it, you may need the help of a trust and estate planning specialist. This type of specialist can provide top-notch advice and guidance on how to plan your will and pass on your wealth to the next generation. The experienced team at The Farwell Group know that you want the absolute best for your family—and that’s why you need the best financial specialists in the business to help you create a customized financial plan. 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell and Pari Christides to discuss navigating the transition of wealth from one generation to the next. Listen in to discover when to hire an estate planning specialist, what type of trust to use, and the overwhelming benefits of creating a comprehensive financial plan today. Stay tuned!

Darren Farwell is the founder of the Farwell Group and the senior wealth advisor and director at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

Eddy Leung is a Portfolio Manager and Wealth Advisor at The Farwell Group at Scotia Wealth Management. Over his past 20 years in the wealth management field, Eddy has managed and advised clients through three challenging bear markets. 

Since becoming a Portfolio Manager and completing his CFA charter in 2013, Eddy has built and managed customized portfolios for high net worth investors to capitalize on turbulent market trends.

In this episode…

Let’s face it: investing is difficult. From the many factors to consider before making an investment, such as when and where to invest, to the jargon thrown around by financial gurus—like “Santa Claus Rally” and “tax efficiency”—it’s easy to feel confused, anxious, and overwhelmed.

Thankfully, financial wealth specialist Darren Farwell of the Farwell Group has five foundational investment principles to guide you through the complicated investment process: diversification, tax efficiency, active management, quality source of income, and rebalancing. By following Darren’s five principles, you’ll be making prudent and profitable investments in no time!

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell and Eddy Leung of The Farwell Group about the dos and don’ts of investing. Listen in as Darren and Eddy talk about everything from the five foundational investment principles to the curious Santa Claus Rally phenomenon—you don’t want to miss this enlightening episode!

Darren Farwell is the founder of The Farwell Group and the Senior Wealth Advisor and Director at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

In this episode…

It’s only natural for drastic life changes to result in a “worry list,” which catalogues your fears and worries about your future, your family, and, of course, your finances. But what if this “worry list” could be transformed into a “happy list,” filled with achievable dreams and goals? 

That’s what Darren Farwell and his team at The Farwell Group is doing for their clients. With their wealth management expertise, you can conveniently turn your financial worries into financial security and success. 

In this episode of the What Has Changed podcast, Rise25 co-founder Dr. Jeremy Weisz interviews Darren Farwell, founder of The Farwell Group, about shifting your “worry list” to a wealth management “happy list.” Darren discusses the common financial worries that weigh us down and how he helps his clients overcome them to achieve their life-long goals. Stay tuned.