Sarah Chisholm Email and Phone Number
As a Financial Advisor and Insurance Advisor I work with individuals, families, and businesses owners to help them attain their personal lifestyle goals for the present and the future. I work with clients to build investment strategies and risk protection to fit their needs. I enjoy working with business owners including multi-generation farming families. Working as a team we develop investment and risk management strategies that incorporate all aspects of their wealth, retirement, and estate goals. I enjoy dealing with complex scenarios to provide peace of mind for my clients. I grew up on a commercial dairy farm in Kemptville, Ontario. From an early age, I participated in the local 4-H association as a member of dairy clubs, sheep clubs and various life skills clubs. I continue to participate in 4-H as a leader and volunteer. I have played hockey since a young age and am a proud alumnus of the Kemptville Storm, Rideau St. Lawrence Thunder and Bishop’s University Polar Bears (club level). I continue to play hockey in the local Kemptville Ladies League and one day hope to watch my daughter join the sport.I earned my Bachelor of Arts with an Honours in History from Bishop’s University in 2010 and a Master of Arts in Public History from the University of Western Ontario in 2011. After enjoying several years in the museum and archives field, I returned to my love of numbers and joined O’Farrell Financial Services in 2015.
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PartnerO'Farrell Financial Services Inc.Kemptville, On, Ca -
Financial AdvisorO'Farrell Wealth & Estate Planning | Assante Capital Management Ltd. Jan 2019 - PresentWinchester, Ontario, CanadaFocusing on what is truly important to our clients, we help them attain the lifestyle they want, the protection they need and achieve the clarity to make strategic decisions for their businesses, for the next generation and beyond. -
PartnerO'Farrell Financial Services Inc. Jan 2022 - PresentKemptville, On -
Insurance AdvisorO'Farrell Financial Services Inc. Jan 2019 - PresentWinchester, Ontario, CanadaInsurance planning with individuals and business clients. -
Advisor AssociateO'Farrell Financial Services Inc. Oct 2015 - Dec 2019 -
Farm LabourerRideauside Farms Jan 2008 - Dec 2018Animal husbandry duties on a commercial dairy farm including feedings calves, milking cows and herd health.
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Archives ConsultantHuntley Township Historical Society Jul 2014 - Oct 2015
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Project ManagerNorth Lanark Historical Society Feb 2012 - Apr 2015
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Curatorial AssistantCanadian Museum Of History May 2011 - Mar 2012 -
Archives AssistantCity Of Ottawa Archives Apr 2009 - Sep 2010
Sarah Chisholm Education Details
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Public History -
History
Frequently Asked Questions about Sarah Chisholm
What company does Sarah Chisholm work for?
Sarah Chisholm works for O'farrell Financial Services Inc.
What is Sarah Chisholm's role at the current company?
Sarah Chisholm's current role is Partner.
What schools did Sarah Chisholm attend?
Sarah Chisholm attended Western University, Bishop's University.
Who are Sarah Chisholm's colleagues?
Sarah Chisholm's colleagues are Connie Secord Heffernan, Bonnie Wilson, Kieran Beavis, Donna Lee O'farrell, Christine Aubin, Jenna Piche, Erin Campbell.
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Sarah Chisholm
Spatial Ecologist At Apexrms | Delivering Ecological Forecasts To Decision MakersOttawa, On -
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