Wealth Management

Insights

A Farms Biggest Tax Bill

A Farms Biggest Tax Bill

The biggest tax bill for many farm families doesn’t happen during operating years, it happens when the farm changes hands. Income can move between...

read more
Looking Beyond GIC’s

Looking Beyond GIC’s

With interest rates shifting, many farms are re‑thinking where they hold cash and how they generate income beyond traditional GICs. If your GIC is...

read more
Tax Planning

Tax Planning

As tax season wraps up, many farmers are asking the same question—could this have been planned better? Many farmers only discover tax problems after...

read more
The Estate Freeze

The Estate Freeze

You may have heard about a farm estate freeze before, but you don’t really know what it is. In a typical farm corporation, the value of the shares...

read more
Fair is not always Equal

Fair is not always Equal

You have probably heard “fair isn’t always equal”, but when I’m sitting across from a farm family planning their legacy. I often have to flip those...

read more