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.