As Seen On
What clients are saying
Recent Blog Posts
All the latest blog posts on farm retirement, transition planning, and succession planning
Are you asking yourself...
- How do I sell/transition my farm tax efficiently?
- How can I make it “fair” for my non-farming children?
- How do I take care of my retirement while making sure the farm continues to be successful?
I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.
The Farm Transition Planning Process
Let us help you get to home plate!
Instead of 5 meetings with 5 different professionals, we are your one-stop shop. Our succession plans are tailored perfectly for you based on ALL available succession planning tools and reviewed by our team of farm professionals (accountants, lawyers, etc.)
Farm Transition Guide
Ten useful tips to help with your farm transition
My husband and I know Colin personally and have been clients of his for the past few years. We have had many meetings with him, and he always explains everything thoroughly. We are very impressed with the personalized, professional service and advice given to us, and how he tailors this specifically to suit our situation and future needs. We feel very comfortable putting our finances in his care due to his depth of knowledge, lateral thinking, common sense approach, and his ethical and caring demeanor. We look forward to working with Colin for the long term and have no hesitation in recommending him with complete trust.
Our Farm Specific Solutions
Succession Plans
Comprehensive Farm Plans
Instead of 5 meetings with 5 different professionals, we are your one-stop-shop.
Our succession plans are tailored perfectly for you based on ALL available succession planning tools and reviewed by our team of farm professionals (accountants, lawyers, etc.*)
Projected Tax Bill Comparisons
Customized for Farmers
See exactly what your tax bill will be before implementing any strategies. Compare with different scenarios to find the option that works best for your farm.
Retirement Projections
Customized for Farmers
We have custom farm retirement software that includes farm-specific tax strategies and income streams. You will not find a more accurate farm retirement plan anywhere else
Tax-Free Rollover
Tracking Tool
See exactly what date your farm must be transferred to the next generation before you lose the opportunity to do so tax-free.
The Farm Transition Process
Our guide helps farming families stay on track. No more starting and getting stalled
What Is "Fair"
Calculator
We use this calculator to show farmers exactly how much their farming child will receive and how much their non-farming children will receive. The results always surprise
*Third-party services and advice are received on a best-effort basis, when every attempt is made to receive the best services and advice there is no guarantee that they will generate the best results in all circumstances. Clients are free to seek independent services and advice. Harbourfront Wealth Management will not be responsible for any damages that may occur from these third-party service providers. Clients may have to deal with separate regulatory bodies in case there is a dispute. There may or may not be a referral fee received, please ask your advisor for more information.
We appreciate Colin’s diversified approach to helping us manage our finances, which helps us to make a cohesive plan. We initially started working with him for a narrow, specific area of our finances, but soon found that we needed to take a more holistic approach and he was able to help us with all areas. Sometimes working on the day to day makes a person lose sight of the “big picture” and Colin has brought that back into view for us. His professional service and sincere desire to do his best for his clients is part of why we enjoy working with him. We would highly recommend working with Colin.
Events & Webinars
For upcoming Farm Workshops see our events page.
Can’t attend? Watch one our of on-demand webinars: Farm Retirement Planning & Farm Transition Planning