How to shockproof your income

How do you pass on wealth to the next generation or a cause of your choice?

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!

How do you cover your risk and maximize your estate value?

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.

Maddalena (Maddy) Marchese is an insurance and estate planning specialist with decades of experience providing advanced solutions to business owners, executives, and professionals. Maddy joined ScotiaMcLeod in 2002 and is now the Director of Scotia Wealth Insurance Services. In her role as Director, she assesses clients’ needs and provides tax-exempt solutions to help protect their accumulated wealth and reduce the tax burden on their estate.

In this episode…

When it comes to insurance, your decisions aren’t just about your future financial security—they’re also about creating a high-quality estate for your family. But, where do you even start? How do you know which insurance policy will serve you—and your loved ones—best?

The team of specialists at The Farwell Group know that you want to establish a lasting legacy. That’s why their top priority is aiding you through the complex process of finding the right insurance policy for your situation. So, whether you are retiring, recovering from the loss of a spouse, or simply planning for your future, this episode of The What Has Changed Podcast has in-depth and practical advice to help you through your big life transition!

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell and Maddy Marchese to discuss mitigating risk and leaving a financial legacy. Listen in as Darren and Maddy explain the difference between term and whole life insurance, how to approach insurance premiums, and their best practices for maximizing insurance quality while minimizing costs. Stay tuned!

How complex is your situation?

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…

Are you worried about your financial future? Does the complexity of your current financial situation make you feel confused or helpless? If so, you are not alone.

Handling the intricacies of your financial situation is incredibly difficult, especially during a significant life transition. That’s why Darren Farwell founded The Farwell Group, a team of specialists that provides simplicity to the total wealth management experience. By providing the resources and expertise you need, Darren and his team are able to help you transition from a complex, high-stress financial situation into a simple, worry-free one. 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell of The Farwell Group to discuss how to navigate complex financial situations. Listen in as Darren reveals how to construct a supportive team of specialists, some of the most complex financial situations he has experienced, and when you should reach out to a financial advisor for guidance. Stay tuned!

How complex is your situation?

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…

Are you worried about your financial future? Does the complexity of your current financial situation make you feel confused or helpless? If so, you are not alone.

Handling the intricacies of your financial situation is incredibly difficult, especially during a significant life transition. That’s why Darren Farwell founded The Farwell Group, a team of specialists that provides simplicity to the total wealth management experience. By providing the resources and expertise you need, Darren and his team are able to help you transition from a complex, high-stress financial situation into a simple, worry-free one. 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell of The Farwell Group to discuss how to navigate complex financial situations. Listen in as Darren reveals how to construct a supportive team of specialists, some of the most complex financial situations he has experienced, and when you should reach out to a financial advisor for guidance. Stay tuned!

How to shockproof your income

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.