Mark O’Farrell

Estate Planning

Mark O’Farrell, BA, CLU, CHFC, TEP, CEA is CEO at the Canadian Institute of Certified Executor Advisors.

Planning and Advice

How to grow your estate planning practice

Don’t talk to seniors about their estate plans — the real prospects are future executors

By Mark O'Farrell |December 18, 2025

3 min read

Your Business

CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?

This course explores how financial advisors can enhance their practices by learning how to advise executors.

By Mark O'Farrell |May 8, 2015

1 min read

Estate Planning

Will assets pass away with your clients?

Only 2% of heirs plan on keeping assets with their parents’ advisors, according to Investor Economics. This means you’ll likely lose assets to other advisors. And lack of loyalty is just the tip of the iceberg.

By Mark O'Farrell |March 11, 2014

3 min read

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