Supporting Farmers Every Step of the Way
Independent and privately-owned, The Retiring Farmer has proudly worked with farm families across Canada for over 35 years. We bring extensive expertise in wealth management to the specialized area of farming, helping farm families develop a personalized, comprehensive, and integrated plan designed to optimize their financial position and plan for the future.
Quick Facts
01
The tax savings achieved through our integrated planning process are often sufficient to fund our clients’ retirement needs.
02
Our unique approach integrates taxation, financial investment, and estate planning, differentiating us in the industry.
03
We are Canada’s only provider of integrated wealth management specifically designed for Canadian farmers.
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1979
A Promising Start
Freshly graduated from the University of Saskatchewan, Don began working for the accounting firm Coopers and Lybrand, where he helped clients strengthen their businesses and grow their wealth.
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1983
Building a Foundation
After earning his Chartered Accountant certification, Don opened his own practice in rural Saskatchewan, serving business owners and members of his community.
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1999
Shifting Focus
Don recognized an unmet need: farmers nearing retirement were missing out on valuable opportunities to decrease their taxes, improve their financial position, and secure their legacy.
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2000
A Lasting Partnership
Joining Assante Financial Management, Don developed his expertise in investment planning by providing investment solutions for clients.
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2009
Introducing The Retiring Farmer
With decades of experience helping clients manage their finances, Don founded The Retiring Farmer, bringing together a team of professionals dedicated to empowering farm families.
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2010
Investing in Education
Believing in the importance of education, we began offering complimentary in-person seminars to farm families, covering a range of topics on investment, succession and estate planning, and tax strategy.
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2020
Embracing New Approaches
When the COVID-19 pandemic put a stop to our in-person educational seminars, we pivoted to new opportunities, developing our complimentary webinars to keep our community informed.
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2022
Stronger than Ever
Today, The Retiring Farmer is equipped to serve farmers in all of Canada’s provinces with virtual consultations, which are secure and convenient. Let’s get started.
Learn More about Us
Need more information about our approach or services? Take a look at our answers to frequently asked questions for a better understanding of how we can help you achieve your financial goals.