Wealth Management
Insights
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...
Timing & Strategies for Farm Income
One of the most important factors in farm tax planning is timing. For many Canadian farms, taxes aren’t high because of one big decision, they’re...
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...
Clarity & Fairness Before Paperwork
Farm estate planning is one of the most important things a Canadian farm family can do but it’s often delayed because it feels complicated or...
Delay Your Farm Transition?
Farm succession isn’t just about passing down land—it’s about protecting the future of the farm and the family. Here’s a reality across Canadian...
Farm Transition: Questions & Expectations
Farm transitions don’t start with paperwork, they start with clarity, and seeding season is often the first moment farms pause long enough to think...
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...
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...
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...









