Succession Planning

Succession planning is often an uncomfortable topic but can't be avoided. Our Wealth Planners are here to help you transfer your business or farm smoothly and successfully.

Lack of planning can lead to hurt feelings and family conflict, and ultimately leave you unable to fulfill your goals for your farm or business. The discussion can be complicated by the fact that you have a significant portion of your assets tied up in the business. 

The process of succession planning can take several years, so start early to develop a plan that addresses:

  • Your retirement 
  • Transition of management 
  • Transfer of ownership 
  • Plan B in the event of death, divorce, disability or health problems 

If you would like to speak to us about succession planning or protection, we'd love to help.

Succession Planning Specialists

Michele White
Michele White
Financial Planner

Aviso Wealth

Communities Served

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


My Plan

A retirement plan customized for you!

Start your plan today!

Starting an RESP?

With rising education costs, feel better prepared.

We can help

Reasons to consolidate your investments with one advisor

We can help