What Has Changed Podcast

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, 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!

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!

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!

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.

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 wish that all of the worry and stress surrounding the future of your finances would cease to exist? If so, Senior Wealth Advisor Darren Farwell may just have the solution for you. 

We all worry about money, regardless of our income or socio-economic status. However, with the help of a financial advisor, you can easily turn that worry list into a happy list by creating a financial plan. Darren’s team of specialists at The Farwell Group help clients customize a plan that works for them, turning their dreams into reality and erasing their financial anxiety. 

In this episode of The What Has Changed Podcast, Darren Farwell talks with Dr. Jeremy Weisz of Rise25 Media about how a personalized wealth management plan can help you achieve your goals and relieve your financial stress. Darren discusses how inflation impacts financial planning, why you should consistently update your wealth management plan, and how detailed financial roadmaps allow you to move from worry to joy. 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.

In this episode…

Do you ever experience anxiety about your financial future? Are you worried that your finances will eventually “run out,” leaving you helpless? 

At the end of the day, most of our financial goals revolve around establishing security for ourselves and our loved ones, rather than simply “beating the market.” According to Darren Farwell of The Farwell Group, identifying these meaningful financial objectives will help you build a more effective wealth management plan that is personalized for you and your family. 

In this episode of The What Has Changed Podcast, Darren Farwell, founder of The Farwell Group, sits down with Dr. Jeremy Weisz of Rise25 Media to talk about establishing effective financial objectives. Listen today to learn how to construct a meaningful and personalized wealth management plan that eliminates your worries and secures your financial future.