Events

Upcoming Events

None at the moment, but check back in soon!

Workshop: Navigating the World of Investing

March 21, 2023 @ 7:00PM

Location: Winnipeg Squash Club

Worried about your portfolio? This complimentary investment workshop will provide investment information every person, family, and business can use. For more information, visit the registration page below.
Register Here

Recordings

Farm Retirement Planning

Specifically for Farmers who are looking for ideas on how to generate farm retirement income
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Farm Transition Planning

Specifically for farmers looking for ideas on how to get started and the transition options available
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Taxes in Retirement

Find out the strategies we use with our clients to help them retire tax-efficiently
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In the Media

How to keep legacies fair for non-farming kids as land values soar

May 20, 2022

What’s an NFT and Should I Care?

March 24, 2022

New farm transfer strategy aids couple with shrinking retirement funds

March 21, 2022

From a private business to the family corporation

March 7, 2022

Do You Need Crypto in Your Retirement Portfolio?

February 17 , 2022

A tax strategy for a retiree who inherits a farm

February 7 , 2022

Transition planning does not have to be tough

January 26, 2022

Shining a spotlight on financial education

January 5, 2022

Former Players Take on Trusted Advisor Role

December 1, 2021

How advisors are helping clients tap into RRSPs tax efficiently amid COVID-19

November 10, 2021

Manitoba grain farmers find a way forward

October 25, 2021

Marc and Colin Sabourin named 2021 Rising Stars

October 25, 2021

A fair and efficient farm financial plan for all

October 5, 2021

How advisor is developing hockey player niche

September 24, 2021

Young Western Hockey League player launches career as hockey players' financial advisor

August 17, 2021

Keep the farm or sell?

August 13, 2021

A couple looks for a low-tax route to turn their farm into retirement income

April 16, 2021

How to keep the farm together, a complex generational transfer

March 31, 2021

The financial realities of farm retirement

Read More

Intend to pass on your farm? There’s still time to plan and avoid large taxes

February 17, 2021

Call a financial planner before retirement

October 22, 2020

How to pass on and preserve the family farm and generate retirement income

October 13, 2020

Farm Financial Planner: How young farmers can fulfil financial needs now and in the future

April 16, 2020