Families with Farms
As someone involved in the agriculture industry, your days are occupied by the demands of your trade and it’s easy to put off important decisions. The Thériault Wealth Management Team can help you understand succession planning while helping you and your family move beyond the emotional barriers to create an easy plan that will:
Anticipate lifestyle changes and income needs
Create financial stability during the transition
Preserve your invested capital for retirement
Develop tax-efficient estate transfer strategies
Taking the time to plan ahead for retirement and your farm's succession is essential to ensuring a smooth and successful transition for both you and your heirs.
Agri-Business services specifically designed for farming clientele.
TWMT specializes in providing financial advice to individuals in the agricultural industry. We understand the pressures farm businesses are under and can offer you sound financial advice to help manage the daily demands of the farm as well as creating a sound plan for the road ahead.
Josée and her team keep up-to-date on current issues affecting farm producers and their families. In addition to our core services, we offer a wide variety of services specifically designed for our farming clientele. Included in these services are succession planning, quota sale planning, and retirement planning.