Financial Planning Services for the Farming Community
While farmers tend to be resourceful when it comes to finding efficiencies for their work, many farmers encounter a unique set of financial challenges that require the expertise of a team of specialists.
All of our financial planning services for the farming community utilize the expertise of industry professionals and other financial professionals, such as legal, tax, insurance, estate, and investment specialists, to custom fit a financial plan to your exact needs.
What we do for farming families
We bridge the gap between farming and finance through our real-life farm experience and professional advisors.
How we can help you
Our team has been part of the agricultural community for 50+ years and understands the challenges of the family farm. As a farm family, Mark & his wife Sandy have navigated farm transition, both personally and professionally. Through this first-hand experience, we have developed a process to help walk alongside farm families in transition by coming alongside them and their current professionals to create the best possible outcome. We create solutions that reduce taxes and help to replace the paycheque as they exit the family farm.
We create clarity through:
- Holistic Financial Planning
- Insurance Strategy*
- Risk Management
- Retirement Income Strategies
- Tax Reduction Strategies
- Estate Planning
- Succession Planning
*Insurance products and services are provided through Assante Estate and Insurance Services Inc.
What our clients are saying.
Get to know what our past clients have to say about our services.
"Mark takes the time to understand your unique situation and then takes great care in presenting options." ~ R.T.
"Mark ensured that we were comfortable and that we understood what lay before us." ~ R.T.
"Having a financial plan has given us confidence and peace of mind." ~ R.T.
"Mark has the insight and resources to provide creative solutions to our families' financial goals." ~ R.T.
"Working with Mark as our Financial Advisor for the past 16 years has been a pleasure." ~ K.I. & S.I.
"Mark is very knowledgeable and works very hard for you." ~ K.I. & S.I.
"Having a financial plan in place gives us peace of mind." ~ K.I. & S.I.