Being a team is more than just working together. We are a group of professionals who share a cohesive set of beliefs and culture – one of hard work, family and fun. All of us find fulfillment and receive personal satisfaction in the long term relationships we build with our clients.

Your team of professionals working to help you Retire On Your Own Terms™:

Darren Farwell
Senior Wealth Advisor, Director, Wealth Management

Darren Farwell




"I feel privileged to be entrusted with the responsibility of guiding clients' through this transformational phase of their lives."

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Darren Farwell has earned a reputation as a respected expert in understanding and managing the many challenges of retirement today, particularly in regard to creating highly tax efficient lifelong income. His depth of knowledge, clear & easy to understand speaking style and the 28 years of real life stories have made Darren a popular public speaker, presenter and subject expert for the media.

After completing his Honours Bachelor of Commerce, from McMaster University, and obtaining his Canadian Securities Course Certificate in 1984, Darren began his career in the investment business. Then, in the fall of 1988 Darren began working as a Wealth Advisor at ScotiaMcLeod, (then McLeod Young Weir), in the Head Office branch where he has been ever since. His entire career has been and still is focused on creating highly tax efficient, lifelong income for his clients. Darren has been recognized as a member of ScotiaMcLeod’s top advisor group from all across the country, called Chairman’s Council, every year since 2004. Darren is now a Senior Wealth Advisor, Director of Wealth Management for Scotia Wealth Management.

Darren works with clients, presents and speaks in all areas of personal finance. Over the years, he has achieved a long list of industry designations and licenses including Portfolio Manager, Canadian Investment Manager, Financial Management Advisor, Certified Divorce Financial Analyst (CDFA), Personal Financial Planner (PFP), as well as being named a Fellow of the Canadian Securities Institute. He has also become a licensed insurance representative and Senior Portfolio Manager. Darren shares his knowledge as a regular contributor discussing personal finance on CNN, CP24, City TV and 740am radio station.

Darren has three children, enjoys opera, museums, many sports and he always has his fingers crossed (behind his back) for the Leafs.

Tel: (416)863-7501    |    

Farwell Wealth Management - Organizational Chart

 

Wealth Management Team


Leslie McCormick
Senior Wealth Advisor

Leslie McCormick

"I fulfill the role of trusted family advisor in many clients' eyes. One couple recently thanked me for "bringing peace to their home" after helping them resolve a major financial issue that was causing them growing concern."

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Leslie has worked in the Financial Services industry since 2000, and joined ScotiaMcLeod as a Wealth Advisor in 2003.  She received her BBA in Finance and Economics from Bishop’s University, and has earned the internationally recognized Chartered Alternative Investment Analyst (CAIA) designation.  In addition, Leslie holds the Financial Management Advisor (FMA) designation and is a Fellow of the Canadian Securities Institute (FCSI). 

Tel: (416) 945-4776    |    

Timothy Ash
Investment Associate

Timothy Ash

"My core investment belief is that "It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." My commitment is to create and manage tax-efficient portfolios that stand the test of time."

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Tim joined The Farwell Group as an Investment Associate in 2009 to provide premium service to the team’s group business and private clients. As a Chartered Investment Manager®, his expertise lies in designing portfolios that will create the growth, preservation of capital, or income stream that will get them to and guide them through retirement. Tim graduated with Honours Bachelor of Arts from Wilfred Laurier University in 2005 and went directly into the investment industry. Since then, Tim’s clients have come to expect the friendly, prompt and skilled service he provides.

Tel: (416) 863-7123    |    

Michael Hastings
Investment Associate

Michael Hastings

"Everything that affects our clients' well-being is important to us. No detail is too small. We collaborate with our clients from the start of our working relationship on fundamental and complex issues."

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Mike joined ScotiaMcLeod in 2008, and subsequently joined The Farwell Group in 2010 as an Investment Associate. He is a Chartered Investment Manager and provides expertise in tax-effective portfolio management and retirement planning to The Farwell Group's corporate and private clients. Prior to working in finance, Mike was a Class AAA member of the New Zealand PGA and the Director of Golf at a well-respected golf club in Christchurch, New Zealand. 

Tel: (416) 863-7123    |    

Asset Management Team


Eddy Leung
Associate Portfolio Manager

Eddy Leung

"As a discretionary Portfolio Manager, I participate in making the hard investment decisions on behalf of our clients. My approach to investing is disciplined and clear. Our portfolios are managed using long-term, well diversified strategies and have the objectives of generating a reliable, tax-effective income and growing our client's investments."

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Eddy joined ScotiaMcLeod in 1999 after graduating from McGill University with a BA in Economics. He was awarded the Canadian Investment Manager (CIM) designation in 2006 and the Fellow of CSI (FCSI) designation in 2009. His primary focus as a Wealth Manager is working directly with affluent clients to articulate their life goals and translate them into a clear financial plan for their future. Over the years, Eddy has developed particular expertise in equity and new issue trading.

Tel: (416) 863-7944    |    

Andrew McCall
Wealth Advisor

Darren Farwell

"The adage, "There is no "I" in team" sums up the service philosophy shared by The Farwell Group team members. As an investment manager, I also appreciate the value of precision and discipline with every trade."

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Andrew started his career in the investment industry in 1993 when he joined ScotiaMcLeod as an Investment Advisor. Andrew teamed up with The Farwell Group in 2007 and he currently specializes in equity and new issue trading via bottom-up company analysis and technical trends. Andrew has his options licence, insurance licence and has also completed the Equity Trader Training Course.

Tel: (416) 863-7984    |    

Sharon Fung
Administrative Associate

Sharon Fung

"Our clients deserve the best service possible and we take real pride in providing it to them. We put ourselves in their position. Part of my role is ensuring they understand fully how their accounts are managed, and why."

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Sharon graduated from Concordia University in 2002 with a Bachelor of Commerce. In 2006, she joined the The Farwell Group team. Currently, Sharon works extensively with our Managed Portfolio Program, as well as providing ongoing support for the whole team.

Tel: (416) 863-7151    |    

Service Team

Rhonda Agrippa
Administrative Assistant

Rhonda Agrippa

"Our 'Team Beliefs' statement talks about our commitment to our clients and we all live that commitment daily. I enjoy responding to clients' questions and comments quickly and accurately."

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Rhonda has been with ScotiaMcLeod and The Farwell Group since 2000. Rhonda graduated from the University of Guyana with a degree in Small Business Management. She has over 10 years of experience and is qualified to handle all administrative inquiries. Rhonda is committed to delivering the highest quality of service to our clients.

Tel: (416) 945-4467    |    

Vicky Brook
Administrative Associate

Vicky Brook

"Our clients feel well-informed and comfortable after a conversation with any Farwell team member. It's very motivating to be relied upon by people I respect."

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Vicky started her career with ScotiaMcLeod in 2006 where she supervised an Administrative support team for the SM Toronto Regional Branches. She joined the The Farwell Group Team in 2009 and specializes in all aspects of the Group Plan Administration. She has successfully completed the Canadian Securities Course (CSC) and is a Licensed Investment Representative.

Tel: (416) 945-4626    |    

Jessica Farwell
Investment Associate

Jessica Farwell

"Life for me is about moments, professionally planned and carefully orchestrated moments. My role is about ensuring our clients experience special moments with us - it is why I love what I do"

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Jessica joined the The Farwell Group Team at ScotiaMcLeod in 2005. She graduated from the University of Guelph with a Bachelor of Commerce degree in Management Economics. Jessica specializes in private client reporting, financial planning and portfolio maintenance. She is qualified to handle all trading in stocks, bonds and mutual funds.

Tel: (416) 862-3923    |    

Team Specialists

Financial Planning

Mark Jankovics
Senior Financial Planning Consultant

Mark Jankovics

"Regardless of your stage in life, it is important to take control of tomorrow, by creating a financial plan today. My job, and my passion, is to help you make sensible decisions about money that can help you determine your goals in life and devise realistic strategies to achieve them."

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Mark has over 11 years of experience in providing financial planning advice to clients with sophisticated needs. Using a disciplined and analytical process, he will work with you and the team to explore all relevant components of your financial picture in order to create a personalized strategy to achieve your financial objectives.

Tom Inglis
Senior Financial Planning Consultant

Tom Inglis

"It is gratifying to help clients make informed financial decisions that result in them reaching their goals. Financial planning provides clients with peace of mind by showing a roadmap to achieving what is important to them."

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Tom has been providing financial planning solutions to clients with complex needs for over 33 years. Leveraging the strength of the team, he follows a structured process to discover all aspects of your financial picture. Tom will create a customized plan that will outline specific strategies to attain your financial goals.


Estates & Trust

Nathan Bender
Senior Will and Estate Planner

Nathan Bender

"An effective estate plan should work to recognize opportunities to minimize costs and maximize value in transferring clients' wealth and creating their legacy. It is my goal to help clients achieve peace of mind by anticipating their needs and exceeding their expectations throughout this process."

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Nathan provides guidance and solutions to meet clients' will and estate planning needs. Clients benefit from customized, tax-efficient strategies that align their investment, retirement, philanthropic and estate plans to help ensure financial well-being into the next generation.

Insurance

John Michael Durrant
Insurance Consultant, Associate Director

John Michael Durrant

"My role is to change the way people think about insurance – insurance is more than a risk management tool – it can be an excellent  complement  to a client’s overall wealth management  strategy."

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John Michael complements the team by providing fully integrated insurance strategies for building, preserving and protecting wealth. John Michael customizes solutions for clients that minimize tax, enhance income, manage risk and create a legacy based on your goals. John Michael has more than 10 years of experience and is licensed in Alberta, BC and Ontario.

Sandra Terceira
Insurance Associate Advisor

Sandra Sandra Terceira

"I have always enjoyed helping people find the right solution for their specific needs- insurance is tool that needs to change as clients move through various life stages. We are here to help guide clients through those life stages."

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– Sandra joined ScotiaMcLeod in 2002 and has over 15 years of experience in the insurance industry. Sandra offers client and business solutions to a broad range of client profiles in the areas of retirement, risk management, tax and estate planning. She will offer a holistic approach tailored to each unique client situation.


Private Banking

Dan Patel
Senior Private Banker & Team Lead

Dan Patel

"Banking is about relationships. My goal is to understand the needs of our clients and form a relationship that goes beyond helping with individual transactions. We strive to support our clients throughout their lives to achieve both their short and long-term goals."

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As our Private Banker specialist, Dan delivers tailored strategies to meet the unique borrowing and transactional requirements of our clients. By devoting the expert resources required to provide a high level of service, Dan is able to assist clients in taking advantage of customized lending solutions to meet their financial goals.




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