Taxes
Business Services
Life & Legacy Planning
Income & Lifestyle Protection
Wealth Accumulation & Growth
Farmers, Producers & Fishers
Tradespeople
Real Estate
Health & Wellness
Financial plans for your next chapter
Planning for tomorrow starts today. We offer expert retirement and estate planning solutions for small business owners and farmers delivered through Harvest Financial. All of our solutions are designed to protect your assets and provide for generations to come.
Services and Advice from Trusted Advisors
From retirement to estate planning, trusted advisors from the Harvest Network work with your tax advisor to help you make confident decisions that carry your legacy forward and take care of your family for generations to come.
Estate Planning
Create a clear, tax-efficient plan for passing down your assets and values-so your family is protected and your wishes are fulfilled.
Education Planning
Build a smart savings plan to support your children or grandchildren through post-secondary education, without sacrificing your own goals.
Retirement Planning
Design a personalized strategy for a financially secure retirement-so you can enjoy your next chapter without worrying about outliving your savings.
ESTATE PLANNING
Leave a legacy
that lasts
Protect what you've built and guarantee a smooth transfer of wealth and assets. We help by providing solutions that support your succession plans, by-pass probate, equalize your estate, and leave tax-free cash to your heirs.
Avoid delays and probate headaches
We help structure your estate to bypass probate where possible, so your assets transfer smoothly-and without added stress.
Create fairness without friction
Whether your estate includes land, business shares, or personal savings, we help you create a plan that supports equity, clarity, and family harmony.
Leave more-tax-free
With the right strategy, you can minimize tax burdens and leave more to your heirs in the form of tax-free cash or assets that retain their value.
Grow their education fund with purpose
We guide you through RESPs, TFSAs, and other tools so your savings work harder, smarter, and tax-efficiently.
Stay on track with your own goals
With the right balance, you can help them thrive-while still preparing for your retirement or business growth.
Give with confidence, not guesswork
We keep things simple, so you always know where you stand-and how you're supporting what matters most.
EDUCATION PLANNING
Invest in your family
Supporting a child or grandchild through school is one of life's greatest gifts. We'll help you create a clear, sustainable plan to fund education without putting your own financial wellbeing on hold.
RETIREMENT PLANNING
Plan for the future you've earned
You've spent years building a life-and a business-you're proud of. Now it's time to make sure your next chapter is just as intentional. We help you build a retirement plan that balances freedom, sustainability, and peace of mind.
Turn your hard work into lasting income
We help transform your savings, pensions, and business income into a reliable, tax-smart retirement strategy.
Make the most of what you've built
With smart planning, you can stretch your resources further and keep more of what you've earned.
Feel ready-no matter what comes next
We tailor your retirement plan to your goals and timeline, so you can step into the future with confidence.
Let's talk about your future.
Book a free consultation about your goals with an Advisor. No pressure, no jargon-just a conversation about what matters most to you and your business.