When Two Become One: A Widow’s Guidebook

Created by The Farwell Group – Scotia Wealth Management

The Widow’s Guidebook was designed to give widows hope, strength and a few simple tools to help with the transition from being a spouse to having to look after a lot of things on your own.

Darren Farwell
CeFT, CFDS, CIM, FMA, FCSI
Senior Wealth Advisor
Portfolio Manager

The Farwell Group - Scotia Wealth Management Team Photo

When Two Become One: A Widow’s Guidebook Interview with BFO – Toronto and Darren Farwell

Join our conversation with Darren Farwell of Scotia Wealth Management Farwell Group about the Widows Guidebook, a resource that he, his team, and the Financial Transitionist Institute created to help widows navigate grief and finances. In this interview, Taya Mikado (BFO-T Communications Lead) and Ashley Mathew (BFO-T Resident Social Worker and Special Projects Coordinator) ask Darren a variety of questions from what inspired the workbook to how people can prepare for widowhood.

Additional Resources from The Farwell Group – Scotia Wealth Management:

Am I Okay?

A common worry people have during times of change is simply, am I okay? Will I have enough cash flow to cover my expenses and get through this? This tool is designed to help you bring order and clarity to your financial situation.

Managing Expectations

This tool is designed to help you manage the your expectations of yourself and others.

Your Financial Inventory

Your Financial Inventory serves as a resource as you plan your legacy. It can play an integral part in providing you peace of mind knowing that your designated Power of Attorney and Estate Executor will have the details necessary to manage your financial affairs on your behalf.

Your Financial Inventory

Click Here to Download this Resource. 

Executor's Handbook

This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion.

Executor Checklist

We created the Executor Checklist to help ensure you and your executor have clarity around all that this significant responsibility entails.