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.

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

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

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

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

Labour, management and ownership are factored into the plan

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