thewhathaschanged

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.

Leslie McCormick is the Senior Wealth Advisor for The Farwell Group at ScotiaMcLeod and has worked in financial services for more than 20 years. As a result of her expansive knowledge and experience in the industry, Leslie is a Fellow of the Canadian Securities Institute (FCSI).

Leslie received her BBA in Finance and Economics from Bishop’s University and holds certifications such as Certified Investment Manager (CIM) and Financial Management Advisor (FMA). Leslie has also been awarded the internationally recognized Chartered Alternative Investment Analyst (CAIA) designation.

In this episode…

We all experience periods of transition in our lives—the death of a loved one, the loss of a job, an unexpected move. Emotional and financial hurdles like these often arrive without warning, making them hard to handle if you don’t have a clear plan in place.

Luckily, Darren Farwell and his team at The Farwell Group are here to help. They specialize in assisting clients through financial transitions and constructing future wealth management plans. This is what they call shockproofing your income, so you can lose your financial worry and focus on your happy list. 

Listen to this episode of The What Has Changed Podcast as Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell and Leslie McCormick of The Farwell Group. They discuss how to shockproof your income, avoid common investment mistakes, and assess your portfolio risk. If you’re looking to create financial stability that will help you weather whatever life throws your way, then this episode is for you.

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, 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.

In this episode...

Do you want to know how to manage and grow your wealth over time? Are you looking for a tried and true method for creating a prosperous financial future? If so, this episode of The What Has Changed Podcast is for you! 

According to Darren Farwell of The Farwell Group, a personal financial roadmap can help you navigate treacherous waters and bring you safely to your financial goals. As he says, this roadmap provides a destination—so regardless of which route you take, you’ll always know where you’re headed! 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell, the Founder of The Farwell Group, to discuss the 5 stages of creating a personal financial roadmap. By following these stages—identifying your financial and lifestyle objectives, designing your strategic wealth plan, managing your investments, tracking your progress, and establishing your communication preferences—you can map out your financial future with ease. Stay tuned!

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.

Jessica Sevink began working at The Farwell Group in 2005, where she specializes in business development, tax reporting, and planning client events. Jessica graduated from the University of Guelph with a Bachelor of Commerce in Management Economics, and has completed her Canadian Securities Course (CSC), Conducts and Practices Handbook Course (CPH), and Wealth Management Essentials Course (WME).

In this episode…

Let’s face it: money can be overwhelming, regardless of your income or socio-economic status. This is especially true when it comes to financial planning and wealth management. That’s why Darren Farwell founded The Farwell Group—to help you turn your financial worry into stress-free happiness. 

By discussing the ins and outs of the transfer process, Darren Farwell and Jessica Sevink lend a valuable perspective to one of the most important steps of financial planning. They tackle the various missteps and frustrations that you may encounter along the way, so that you can start transforming your stress into bliss as soon as possible. 

In today’s episode of The What Has Changed Podcast, Rise25 Co-founder Jeremy Weisz interviews Darren Farwell and Jessica Sevink of The Farwell Group about how money flows during the wealth management process. Listen in as they discuss frustrating transfer fees, the pros and cons of digitizing financial forms, how to transfer 401(k) accounts, and more.