Farmers

Providing a retirement, transition & succession planning services to farmers

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Testimonials

What clients are saying

Since working with Colin Sabourin, he has met and surpassed our expectations of working with a financial advisor. He takes the time to really know his clients, which gives us every confidence that not only our financial goals are well understood, but also our comfort level. He regularly provides updates and has always been available to answer any questions or to explain our options within our portfolio. Thank you, Colin, for your guidance and encouragement towards our financial success!

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

Testimonial

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.

Farm Specific Services & Solutions

We provide the following retirement services for farmers.

Succession 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

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

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

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

What Is "Fair"

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

Testimonial

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.

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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

Retirement Plan

Planswell

Get your current financial snapshot in under 3 minutes

Planswell is a free financial planning service that allows users to develop a snapshot financial plan through a series of questions in under five minutes. Our advisors can use this financial snapshot as one of many tools to build your financial plan, however it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Transcanada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Planswell. Information is provided to Planswell at the client’s discretion and may be used by Planswell subject to their own terms of service and company policies.