Farm Wealth Advice
WEALTH MANAGEMENT
Our comprehensive approach ensures the safeguarding and growth of your wealth across generations.
- Transition your farm to the next generation and need help making a succession plan?
- Looking to sell your farm or rent out your land?
- Currently farming and want help planning for the future?
Our clients have a net worth of $1-$20M and want help putting a plan in place for their wealth.
Here are our Seeding Process checklists to help you and your family:
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Checklist #1
Your Farm Profile
Create a farm profile by documenting roles, financials, and management plans to guide succession planning.
Checklist #2
Your Farm FUTURE
Clarify owner and successor intentions, values, and management roles for a smooth farm succession.
Checklist #3
Your SUCCESSION ROADMAP
Develop a communication plan, address risks, and establish an operating agreement for successful farm transition.
HOW WE COLLABORATE WITH YOU
We will work with your network of professionals (accountant, lawyer etc.) to help you in seven different areas:
- Investment Portfolio
- Tax Planning
- Cashflow Planning
- Estate Planning
- Life Insurance
- Risk Management
- Debt Consultation
We create clients a personalized
Seeding Plan
with our and your group of professionals. No two plans are alike.
Your Goals Written Down
Do you know the probability of success of reaching all your goals? We have our Goals & Clarity Planning conversation with clients.
YOUR ESTATE BINDER
Do you and/or your spouse have an updated Will, Power of Attorney, and Healthcare Directive? If you were to pass away, would your spouse know where all your legal, financial, and insurance documents are located?
Our team will create an Estate Binder with you that puts all your important documents in one place.
Your Personalized Portfolio
Do you have an independent plan made for your investment portfolio that is optimized and tax efficient? Our Portfolio Managers have over two decades of experiences managing portfolios.
At the end of our Seeding Process you will have clearly mapped out on paper where you are now, where do you want to be, and how you will get there.
Testimonials
”We have been working with Adam since 2017 and have been very satisfied. Adam is our broker and gives up to date news on all agricultural markets as soon as they come out along with advice on market swings and technical trends. We also use a grain company for advice and then work with Adam for our positions. Good way to protect the farm on falling markets.”
Doug and Carrie from Alberta
”Adam is extremely knowledgeable and informed. He makes futures and options understandable and is an invaluable asset in creating a market strategy.”
David from Saskatchewan
”Adam has the market knowledge and the right tools to get through volatile markets with a better bottom line.”
Robert and Patti from Manitoba
”Never using futures and options before, I appreciate how Adam is patient and took the time to help me understand the different terminology. He keeps me informed on the markets regularly, brings me new trade ideas, and creates strategies on ideas I have. I would recommend Adam to anyone looking to trade futures and options.”
Ken from Alberta
