We Fit With Farm Families

Farming is a daily adventure, no two are ever the same.  It requires long hours, hard work and is as unpredictable as Mother Nature,  Most importantly, it is a way of life, not a job.  Whether you are just starting out, expanding your operation or transitioning to retirement, the challenges of planning, place a strain on your time and resources. My team and I can help you navigate each stage and ensure you strike a balance in your life and your life's work.

Chris helped us plan for early retirement and was there for us when we decided to leave Halifax for a new life in the country. We purchased a lovely rural property with wild blueberry fields and forest. With expert financial guidance from Chris, we have been able to maintain our savings while fixing up the old farm house and barn. We enjoy working with Chris, he makes financial planning easy.

— Gwen & Stephen A.
Parrsboro, NS

How I Can Help

I work directly with the Assante Ag Group, a special national farm advisory group that assists farm families across Canada.  The Ag Group consists of highly experienced and trusted wealth advisors, lawyers and accountants with specialized knowledge and experience in the tax, estate planning, wealth transfer and other special issues and rules that affect farmers.

I bring the experience and resources of this team  to ensure you take a holistic approach to managing your wealth and assets.

We can have a positive impact with farm families in the following areas:

  • Planning for the tax efficient sale of the family farm
  • Planning for the tax efficient transfer of the family farm to the next generation
  • Pre-retirement planning for the tax efficient sale of farm equipment, inventory and other assets
  • Planning tax efficient business structures for the family farm and other ventures
  • Personal tax and estate planning
  • Financial and retirement planning

 

Use the links below to view past issues of Assante AG Group Newsletters. 

 Your Farm. Your Family.  Your Future. 

Volume 18  |  Volume 19  |  Volume 20  |  Volume 21 

 

Some of the Assante Ag Group's services are available to Canadian farmers and their families through Assante's affiliation with Assante Private Client, a division of CI Private Counsel LP.

 

Client Centric Process

Our clients are at the core of everything we do. My team from our Wealth Planning Group and I take a client centric approach in managing our clients wealth. We develop a comprehensive wealth plan unique to each client’s situation and work collaboratively with our client’s existing professional advisors to implement and monitor this plan. This is a unique process that allows for open, honest communication between all parties which delivers optimal results for our clients.