Stacey Gauthier, CFP®, PFP®, RIS, FCSI®’s Post

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Senior Wealth Advisor at Servus Wealth Strategies/ Credential Securities

Planting Seeds of Success: Cultivate Your Family Farm's Legacy with Confidence! 🌱🚜 Succession planning isn't just about passing down assets; it's about nurturing values, knowledge, and a way of life. Join us as we share why it's crucial for your farm's sustainability. 🗺️✅ Our tailored roadmaps safeguard your family's unity and ensure your farm's viability. From managing taxes to navigating role changes, we maximize growth opportunities while minimizing uncertainties. 💼👨🌾 Don't leave your farm's future to chance. Let our expertise guide you through succession planning, transforming aspirations into a solid plan for generations to come. 🔒💡 Secure tomorrow by planning today. Watch the video and start nurturing a legacy that lasts. Because it's not just about farming; it's about building a lasting heritage. #SuccessionPlanning #FamilyFarm #LegacyBuilding #SecureTomorrow #PlanToday #CalgaryWealthTeam🌾🌟 Servus Credit Union

Travis Koivula, CFA, CFP, CIM, FCSI, CSWP

Empowering executives and small businesses owners to achieve their financial dreams

7mo

How many farmers plan on passing the farm to someone in the family?

Christina Hodgson, B. Fin, CFP®, FCSI®

Regional Manager, Wealth Management @ Servus Credit Union | CFP

7mo

You work so well with the entire team to make these succession plans go so smoothly! Thanks for sharing!

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