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Your Farm. Your Family. Your Future
Patrick has been providing financial and business planning for the past 20 years with a concentration on business owners including farmers. He is the eastern Ontario representative of the Assante Ag Group, a national farm advisory group that assists Canadian farm families in the areas of tax planning, retirement planning and wealth transfer. The Assante Ag Group consists of highly experienced and trusted Wealth Advisors as well as lawyers and accountants with knowledge and experience in the tax and estate planning issues that affect farmers. Taxation represents the single largest expense and loss of capital in the lives of many farm families, particularity in the retirement phase. Members of the Assante Ag Group work directly with the farm family to help them understand the complex tax and financial issues that need to be addressed in order to minimize the loss of farm wealth when important transitions or transactions occur. Tax, Financial and Estate Planning The Ag Group’s main focus and strengths are tax minimization, wealth planning and estate planning, including: The Assante Ag Group brings together not only tax, estate and financial planning, but also tax efficient managed wealth solutions and insurance strategies, all personalized to meet the unique values of each client family. Coordinating Professional Advice
View published source ↗Access to in-depth expertise
You have access to tax-efficient solutions from the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. We will act as your primary contact overseeing all your financial needs, so you can enjoy more time with your family, or pursuing your other dreams.
View published source ↗Investment choices
Your investment strategy is what makes your money grow. Every investor is different, which is why we will recommend an investment selection based on your unique goals, risk tolerance and timeline.
View published source ↗Integrated wealth management
The combination of traditional investment advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration.
View published source ↗Your Farm. Your Family. Your Future
The busy lives of farm families can seem further complicated by the necessary involvement of professionals form various disciplines, such as accountants and lawyers. The Assante Ag Group provides a comprehensive plan that coordinates services of these professionals. The Assante Ag Group creates the plan, helps coordinate its implementation by the client family’s accountant and lawyer, and continues to monitor the client family’s tax and financial affairs thereafter and through the retirement years. Our Commitment to Farm Families The Assante Ag Group is committed to maintaining the high levels of proficiency and expertise required to provide professional advice throughout our long-term relationships with Canadian farm families. Planning for the tax efficient sale of the family farm; Planning for the tax efficient transfer of the family farm to the next generation; Pre-retirement planning for the tax efficient sale of farm equipment, inventory and other assets; Planning tax efficient business structures for the family farm and other ventures; Personal tax and estate planning; Financial and retirement planning.
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