Our Specialties

Farming

We know your farm is more than just a business; it’s a way of life and often times is a family legacy. Let us help you reduce your business risk, invest for the future, and give you access to the tools we use to help you to operate and grow your farming business.

Below are some of the questions you should be asking yourself and for each we have the solution. You work hard. Why not let us work hard for you?

 

  • Do you have a solid and documented succession plan?

  • Do you have a successor who wants to take over the farm?

  • Are there children who will not be part of the farm? How are you planning to fund and split your estate?

  • Do you have a Will that clearly outlines your wishes? Do you have a separate Will for the business?

  • Are you taking advantage of a Farm Corporation and what tax planning techniques are you employing?

  • Are you aware of the income requirements for a Farm Corporation or personally held Farm that allows for the best tax transfer to your children? 

Business Owners and Entrepreneurs

As a business owner, life is busy. Let us help you protect your wealth, allowing you the time and peace of mind to focus on growing your business or simply enjoying some down time with your family. 

Below are a few areas that you should have clear answers for:

 

  • Are you incorporated and are you utilizing a Holding Company for your business?

  • Are your spouse and children part of your corporation as employees and shareholders? Do you fully understand the tax advantages?

  • If you have partners, do you have a Shareholders’ agreement and a Buy/Sell Agreement? Is it funded?

  • How are you planning on funding your retirement?

  • Are you in a position where an Individual Pension Plan (IPP) makes sense?

  • Do you have a solid Will that clearly outlines your wishes? Do you have a separate Will for your business? 

Corporations

We offer customized and competitive solutions tailored to meet the unique needs of your business and face the complexities that can come with wealth. We apply disciplined review processes to ensure effective management of your portfolio focused on long term results and consistency. Whether you are just starting out, or well established in your field, we can work with you to build a comprehensive wealth management strategy through our services and experience.

Below are just a few of the questions to ask yourself that we can and will provide solutions for:

  • Are you incorporated and are you utilizing a holding company for your business? 

  • Are your spouse and children part of your corporation as employees and shareholders? Do you fully understand the tax advantages? 

  • If you have partners, do you have a shareholders Agreement and a Buy/Sell Agreement? Is it funded? 

  • How are you planning on funding your retirement? 

  • Are you in a position where an Individual Pension Plan (IPP) makes sense? 

  • Does a solid Will exist that clearly outlines your wishes? Do you have a separate Will for your business?