38 min

How do you cover your risk and maximize your estate value‪?‬ What Has Changed Podcast

    • Ledarskap

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.
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!

38 min