Succeeding in Farm Transition

Are you unsure of how to proceed with a farm succession or sale? Maybe you're wondering what life might look like after you take that major step towards retirement. Trish understands the uncertainty that these concerns may cause to a farming or ranching family. Connect with her today to see how she and her team of experts can assist you and your family.

  • Business Owner Planning
  • Retirement planning after a farm transition or sale.
  • Strategies for intergenerational transfers.
  • Strategies for wealth transfer to non-farming children.
  • Will and Estate Consultants
  • Managing your retirement income 
  • Information regarding the Lifetime Capital Gains Exemption (LCGE) and the Canadian Entrepreneur Incentive (CEI)

Trish Tetz

Trish Tetz

Investment Advisor

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