Succession Planning

Plan for your financial future with Scotia Farm Legacy Services and develop a practical succession and retirement plan for the way forward

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Succession Planning

A farm property represents a lifetime of work and dreams and a way of life that may be passed from generation to generation. That's why planning a farm transfer is so important.

Our services include

  • Business transition and financial planning
  • Estate and trust
  • Investment management
  • Banking and borrowing
  • Income and asset protection

Right for you if

  • You are planning a farm transfer, within your family or otherwise
  • You want a succession plan that considers your entire financial picture


Integrated services

We work closely with your other professional advisors such as lawyers or accountants

Big picture outlook

Our plan is tailored to your unique situation and encompasses your entire financial picture

Comprehensive plan

Labour, management and ownership are factored into the plan

Tailored to your needs

Offering services such as1:

  • Business Transition and Financial Planning
  • Estate and Trust Services
  • Investment Management
  • Banking and Lending Services
  • Income and Asset Protection
  • Financial planning services for both the buyer and the seller

Speak to an Agricultural Banking Specialist today

Aaron Ens

Senior Client Relationship Manager, Agriculture

Area covered:
Calgary, Red Deer, Lethbridge, Nanton, Olds, AB

225 – 6th Avenue SW, Suite 1700,
Calgary, Alberta
T2P 1N2



Allen Bellamy

Client Relationship Manager, Hutterite Specialist
Area covered:
Southern Alberta

2nd Floor
324 1 Ave S, Lethbridge, AB T1J 0A5