Working Together
for Your Farm’s Future

Farm wealth is different from traditional wealth.

Land, equipment, corporations, and family roles create unique

financial challenges many advisors don’t fully understand.

We do. Let’s talk about what it means for your farm and family.

Personal Cashflow & Investment Planning

Should we be taking

more income to

invest in our personal accounts?

Which types of accounts should we be using to make sure we aren't paying too much tax?

How can we invest for the

long term but still be

prepared if we need

to access our investments?

We don't have much experience investing.

How can we be sure

it's right for us?

Corporate Cashflow & Investment Planning

We have excess cash that has built up in our corporation. How can we invest it tax efficiently?

How do we build a corporate investment strategy that generates long term tax efficient income for shareholders?

How can we plan so our corporate investments can help in years where the farm isn't as profitable?

We've heard good and bad things about insurance. How do we know if it's right for us?

Estate, Beneficiary

& Probate Planning

Our will was written quite a while ago. How do we check if we need to change or update it?

How do we make sure the right assets go to the right people without unnecessary tax or delay?

We have RSP's, and life insurance. How do we make sure our beneficiary designations are correct?

How do we minimize probate and make the estate settlement process as simple as possible for our family?

CPP, OAS & Investment Income Planning

There are so many different opinions on when to take CPP. How do I understand my options to make an informed decision?

How do we coordinate CPP and OAS with our other income so we aren't paying more tax than we need to?

We have RRSPs and corporate investments. How do we draw income from them in the right order?

How do we make sure we have enough money to live the way we would like?

Next Generation

& Farm Entry Planning

I want to farm. How do I start building the financial foundation to make that possible?

I want to buy into the family farm. How do I understand what that actually means financially?

How do I build my own personal wealth alongside the farm so I'm not putting all my eggs in one basket?

How do I start planning for the day I take over without it becoming a difficult family conversation?

Farm Transition Planning
& Coordination

Our will was written quite a while ago. How do we check

if we need to change or update it?

How do we make sure the right assets go to the right people without unnecessary tax or delay?

We have RSP's, and life insurance. How do we make sure our beneficiary designations are correct?

How do we minimize probate and make the estate settlement process as simple as possible for our family?

Meet Brad

Growing up on a farm teaches you a few things early on: the work is never really done, weather has its own agenda, and the best people you’ll ever meet are the ones covered in dirt by 7:00 AM.

Brad was raised in that world. He knows the long days, the late nights, and the quiet weight that comes with running a farm. Though life can lead you down different paths, Brad’s journey has brought him home, moving to Canfield with his family where he is once again rooted in the fields, driven by purpose.

He knows that in this world, farming and life are completely intertwined. You can't separate the two, and you shouldn't have to.

He’s here to truly get to know you, sit at the kitchen table, and figure things out together. Whether it's navigating the financial side of a tough season or planning for what comes next, Brad wants to be the person you can call for anything you need, through every single phase of farming and life.