BMO Bank of Montreal - We're here to help.™
Don McGugan

Associate Portfolio Manager, Wealth Advisor, Investment Advisor and Financial Planner

Tel: 519-354-7060
Tel: 519-627-8782
Tel: 519-344-8181
Fax: 519-354-5522
Toll Free: 866-575-0255


BMO Nesbitt Burns
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3

BMO Nesbitt Burns
819 St Clair Street
Chatham, Ontario
N7M 5J7

BMO Nesbitt Burns
770 James Street
Wallaceburg, Ontario
N8A 2P5

BMO Nesbitt Burns
429 Exmouth Street
Sarnia, Ontario
N7T 5P1

Contact Me

Farm Financial Planning

Thousands of Canadian farmers will reach the age of 65 in the next decade and will be considering retirement. Given the complexity of the issue and the time required for certain aspects of the plan to be realized in this process require an early start to the planning process.

There are many questions to be answered when a farmer considers retirement from his or her farm. From the financial requirements of the retiring farmer and family to methods of transferring the farm to the impact of rollovers, capital gains and probate, completing a farm financial plan can be very time consuming.

Proper financial planning is an extremely important area for you and your family – and one that should not be overlooked. As a Certified Agriculture Farm Advisor, I can assist you in preparing and executing farm financial plans and succession plans.
Here are some articles on Farm Financial Planning and Succession Planning:

Farm Succession Planning – Canadian Farming Article,

Tax Planning for the Family Farm