Place Category: CalgaryPlace Tags: estate and legacy planning, farm rollover, multi-generational wealth transfer, and Wealth management
Born and raised on a livestock and grain farm in Saskatchewan, as part of a family farm everybody learned to work. I am second generation farm planner as I grew up with both of my parents were advisors working with farmers. I started as an insurance advisor in 1980 working with anybody that would listen. It did not take long to understand what I wanted to do was work with business owners and farmers. In 2009 I really became focused on farming clients as this is were I saw the biggest need for good information. I started my own wealth management Company in 2016 building my business one client at a time face to face in homes and businesses all across Alberta ,BC and Saskatchewan. In 2020 I started having online seminars for farming families. My business today specializes in intergenerational wealth transfer, farm rollovers, corporate exit strategies, estate and legacy planning. I grew up listening to my parents around the dinner table as the reviewed the farm planning meeting of the day. My personnel experience started when I was about 20 years old, with break in the middle for collage I have been working with farming families and business owners for more than 2 decades. No Records Found
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