We provide Advice and Service for the Farming and Agricultural Community

“Growing up on the family farm I learned that farmers are naturally resourceful. They are experts in their own field and face daily challenges of making things work. However, when it comes to their financial plan they require a specialized set of skills. My team will help you find and implement those structures, and align them with your plans for retirement and other goals.”  - Jenn Marsh

Farmers are looking for expert advice that address the following concerns:

  • When I retire will I have enough income to sustain my current lifestyle?
  • What type of legacy do I wish to leave my immediate family?
  • How will I handle my farm transition from a tax perspective?
  • How will my family be impacted by a land sale?

We are able to educate and assist you with creating a financial plan that will address your concerns and more importantly allow you to have confidence in your future. 

Jenn is currently a member of the Canadian Association of Farm Advisors where she has access to several resources to assist you in your planning. CAFA Members are the most trusted and valuable farm advisors in Canada. With a passion for agriculture, a commitment to continuous learning and strong multi-disciplinary networks, CAFA members are able to deliver a broad perspective with their services.

Click on the link for more information - http://www.cafanet.ca/places/alberta-1/lethbridge-1/

"Jenn Marsh has been our financial advisor for nine years. We have found her to be very passionate about what she does. This means that she always makes sure her financial performance is top notch. As her clients, Jenn has our best interests at heart and inspires our confidence in her abilities. She is very personable and interested in our personal lives, including our family. We would not hesitate to recommend Jenn Marsh to anyone who is seeking an excellent financial advisor."   

Wayne & Terry Wilderman, Farmer and Business Owner – Blackie, AB

Please feel free to contact our office at (403) 382-3820 or email nicola.bergin@rbc.com for more information.