Commitment to Our Clients:

With the outbreak of COVID-19, we wanted to reach out to inform you of how we are
addressing this historic situation to continue to serve our clients as best as possible during this pandemic.

Our first priority is to protect the health and safety of our clients, employees, and community.  We will continue to focus on assisting our clients with their needs by providing our services and solutions without interruption.                                       
                                                                                                                                           
Our Saskatoon, Regina and Outlook offices are closed to walk-in traffic; however, we are operational with the majority of our staff working remotely from home. 

We are available by phone, email and other technologies that allow us to exchange information and documentation with you electronically and confidentially.

Feel free to call us at 1-877-996-8696 and one of our professional staff will assist you. We look forward to getting through this together.

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The Retiring Farmer

The Retiring Farmer™ Wealth Management Process is a concept developed from working with farm families across Canada. We have worked alongside farmers in the areas of tax, retirement, and estate planning for over 35 years. If there are two things we understand – it’s farmers and managing wealth.

Over the years and through our relationship with farm business owners, we have witnessed major changes within the farming community. From small family farms to large corporate entities, we have come to learn that what establishes a successful farm business is one that understands the importance of good planning. It’s that simple.

The Retiring Farmer™ Wealth Management Process specializes in reducing taxation on the sale of the family farm and the tax efficient transfer of the farm to the next generation, either during the lifetime of a farmer or through their estate.

Services

Specialized services provide a comprehensive framework for our team of professionals to create a plan, help coordinate its implementation, and to monitor its success over time for our clients.

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Process

The Retiring Farmer™ Wealth Management Process provides a lean, structured, and thorough format to the management of farm retirement, liquidation, and/or succession.

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