- Our Process
- About Assante
Growing up on a dairy farm on Nicomen Island, having family and relatives operating dairy and poultry farms and advising farm and business families, I am very aware of the issues family enterprises face when transitioning their farm or business to the next generation.
Having gone through a poorly executed farm transition experience with my father’s estate, 17 years ago, I know all too well the result of not having a proper transition plan in place. In my family it led to family discord due to unequal treatment among family members and the bankruptcy of my brother who inherited the farm.
Today, I work as a Senior Wealth Advisor with Assante Capital Management Ltd., a leading Canadian Wealth Management firm with extensive experience in family farm and business transition. From my office in Abbotsford British Columbia, I work with business and farm families in the surrounding communities of Langley, Aldergrove, Mission, Chilliwack, Surrey and White Rock. In my work with Assante, I provide wealth advisory services to family enterprises. This includes helping them grow, protect and preserve their family assets, wealth and legacy.
It is very clear to me that whether you have a transition plan in place or not, one day you will transfer your family enterprise to your children, extended family or sell to a third party. The question is, will it be on your terms (voluntarily), or someone else’s (involuntarily)?
If you do not have a documented plan in place, you can be more susceptible to an involuntary sale or transfer of your family enterprise. A formal transition plan puts you in charge of a voluntary transition, giving you greater choice about how and when you begin this important process.
My services are most suited for family enterprises that can benefit from our integrated family wealth management services and have a minimum of $1,000,000 in investable assets, or at least $250,000 in investible assets and a net worth of $5,000,000 including farm or business assets.
Referrals are welcome.
For more information on our services or to book a complementary appointment, please call me at (604) 855-6846 or email me at firstname.lastname@example.org.