Wealth Management
Insights
Lifetime Capital Gains Exemption: Does Your Farm Qualify?
As farm families think about retirement, succession, and long-term tax planning, one strategy often stands out above the rest. What if there was a...
Are you Income Planning BEFORE Year-End?
As the end of the year approaches, many farm families are focused on harvest. But the next few months may be just as important from a financial...
Should you Sell Grain or Wait?
As harvest gets underway, many Canadian farmers face one of the biggest financial decisions of the year: when to market their grain. One grain sale...
Keep CRA From Becoming Your Farm’s Primary Beneficiary
If there is one thing producers know, it’s that land values and equipment costs haven’t stayed still over the last thirty years. While that growth...
Your Farms Estate Plan
Most farm families know they should have an estate plan. What many don't realize is that if they haven't created one, they likely still have a...
What Will You Do With a Strong Year?
As harvest approaches, many farms are starting to get a better sense of what this year's production could look like. A strong year can be a...
When Does the Farm Start Paying You Back?
Most farmers have a plan for building wealth. Far fewer have a plan for spending it. One of the biggest challenges I see is that retirement planning...
Cash Advance Program: Using the Funds to Invest
With harvest approaching, many Canadian farmers are thinking about cash flow, operating credit, and how to position themselves for the year ahead....
The Problem Farmers Don’t See Coming
Many farmers reach retirement with a combination of farmland, a farm corporation, RRSPs, and government benefits. The challenge becomes deciding...
Too Much Cash Sitting in the Farm Corporation?
If your farm corporation has built up significant cash over the past few years, you may think that's a sign you're doing everything right. But...










