Who's Investing Your Money?

Who's Investing Your Money?

Adrian Spitters

Adrian Spitters

FCSI®, CFP®, FMA

Senior Wealth Advisor

I grew up on a dairy farm on Nicomen Island near Mission, BC and have immediate family and relatives operating dairy, poultry and crop farms. As co-executor (with two brothers) of my father’s estate, I know all too well the result of not having a proper farm transition plan in place.

Our dad had a poorly executed, unworkable Will and a non-existent farm succession plan. This led to family discord. Despite receiving the majority of the assets, the brother who inherited the farm suffered financial distress and became insolvent. A proper transition plan would have helped him get the financial and farm management training he needed.

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 transitions. As a member of the Assante Ag Group, I provide wealth advisory services to farm families. This includes helping them grow and protect their farm assets while preserving their family 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 farm 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)?

Without a documented plan in place, you can be more susceptible to an involuntary sale or transfer of your farm. 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.

Free Resources

The Second Opinion Portfolio AuditAre You Looking for a Second Opinion on Your Portfolio? If Yes, Then Please Visit:

The Second Opinion Portfolio Audit

Your Personal Path to Financial; FreedomAre You Ready to Take Control of Your Wealth? If Yes, Then Please Visit:

YOUR Personal Path to Financial Freedom, Security & Peace of Mind

7 Key QuestionsAre Looking for a New Financial Advisor? If Yes, Then DOWNLOAD Your Free Copy of:

7 Key Questions Every Financial Advisor Must Be Able to Answer Before Your Hire Them to Invest Your Money

7 Scary ThreatsAre You Prepared For Retirement? Discover the Threats That May Derail Your Retirement by DOWNLOADING Your Free Copy of :

7 Scary Threats Retiring Boomers Face &  How to Protect Your Nest Egg!

 

Or if you prefer you can call or email me at:

 604.855.6846 – aspitters@assante.com

 Tracking #56342D

Adrian Spitters




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