Funding retirement or semi-retirement.
Transition of children who are taking over the business
Treating Non-Farm children fairly, not necessarily equally
Promoting the family’s relationship so all are able to come together for Christmas and other family occasions.
Serving the Niagara Peninsula and South Western Ontario, Vanrooy, Mills and Associates are independent financial advisors who help farmers and their families develop plans for succession and smooth, simplified, tax efficient transitions from active farming to retirement or semi-retirement (Our "SLOW DOWN PLAN"™).
Plans are designed for flexibility (for the eventuality of children coming into the business) or possibly selling assets and funding retirement through low risk Capital Preservation and tax efficient investment strategies.
We have developed a professional network of lawyers, accountants, tax planners, real estate farm experts and farm evaluators.
We don’t compete with your current lawyers or accountants, but rather supply the specialized work and service that is very hard to find, in order to crystalize all considerations in the most tax efficient manner possible.
A network of independent professionals dedicated to simplified Wealth and Retirement planning.
45 Irongate Drive • Paris ON N3L 4G3 • Toll Free: 1-866-750-1727 • Fax: 519-442-9212