Amanda McCardell
Client Relationship Manager
Area covered:
British Columbia
1110-1700 Dickson Avenue, Kelowna,
British Columbia, Canada,
V1Y0L5
Email:
amanda.mccardell@scotiabank.com
Succession Planning
Plan for your financial future with Scotia Farm Legacy Services and develop a practical succession and retirement plan for the way forward
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
Overview
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
Carol Day
Agriculture Specialist
Area covered:
Alberta
4824 53rd Street,
Taber, Alberta,
Canada T1G 1W4
Email:
carol.day@scotiabank.com
Phone:
(403) 634-5076
Christine Jutzi
Agriculture Specialist
Area covered:
Ontario
491 Highland Road W,
Kitchener, Ontario,
Canada N
Email:
christine.jutzi@scotiabank.com
Phone:
(519) 741-1965
1
Services are provided by The Bank of Nova Scotia and/or its affiliates.