Farm Transition
Move the farm to the next generation on a timeline everyone understands.
Farm transition and estate planning
Plan the next chapter of your family farm
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Two generations of a farm family in front of a working barn, Ontario field behind
[XX]+years advising farm families
[XXX]Ontario farms planned
[CFP, TEP]professional credentials
[X]generations served
Partner or association
Partner or association
Partner or association
Services
Planning built around how farms work
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Estate Planning
Wills, trusts, and tax planning built around farm assets.
Succession Planning
Decide who runs the operation, when, and how roles change.
Insurance and Risk
Protect the farm, the family, and the plan against the unexpected.
Investments and Retirement
Income for the years after you step back from daily work.
Not sure where to start?
Most families need more than one of these. We sort out the order with you in the first meeting.
How we work
From first meeting to plan in place
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Our full processFirst conversation
30 to 60 minutes, at your kitchen table or ours.
Discovery
We gather the farm's numbers, structure, and family goals.
Scenarios
We model two or three transition options side by side.
Your plan
A written plan with owners, dates, and next steps.
In place and reviewed
We coordinate with your accountant and lawyer, then review yearly.
Transition scenario calculator
See what a transition could look like
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Example scenario · illustrative only
$[XX.X]M
Farm value
[X] yrs
Transition period
Placeholder values. Parent generation ownership share by year.
Our team
Advisors who know agriculture
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Meet the teamAdvisor portrait, outdoors on a farm, natural light
[Advisor name]
Senior Farm Transition Advisor, CFP
Focus: Transition and succession
View profile for [Advisor name]Advisor portrait, outdoors on a farm, natural light
[Advisor name]
Estate Planning Specialist, TEP
Focus: Estates and trusts
View profile for [Advisor name]Advisor portrait, outdoors on a farm, natural light
Advisor portrait, outdoors on a farm, natural light
[Advisor name]
Investment Advisor, CIM
Focus: Investments and retirement
View profile for [Advisor name]Resources
Articles, guides, and events
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All resourcesFarmer and daughter reviewing plans in machine shed
Five questions to answer before you talk transition
Printed transition guide on a farm office desk
A family guide to the capital gains exemption
Advisor speaking at a farm conference
