Financial and Estate Planning

A financial and estate plan is a powerful business management tool that you can benefit from today and in the future.

It's a planned approach to growing asset value and protecting your hard-earned assets from creditors and CRA.

Our Financial and Estate Planning division can help you develop your retirement and succession plans to ensure an easy transition for you and your family from working on your farm or small business full time to moving on to the next stage of your life.

FBC Financial & Estate Planning, formerly Harvest Estate Planning, was established in 1998 and provides financial planning consultation exclusively to our Members. This service is provided with membership at no extra charge.

We encourage all Members to take advantage of our expertise in this area. It's to your benefit in many ways:

• Dealing with one company makes it easier for you to plan from both a tax saving and estate planning perspective.
• Our specialists work collaboratively with your FBC tax consultant to provide you with a tax efficient and comprehensive solution to your needs.
• We provide convenient service in your home or office.
• We provide independent and objective advice and represent a majority of Canada’s life insurance and investment companies.
• Our only objective is to provide you with the best solutions, at the best price, with the best company(s), for your particular situation.
• Our associates across the country have many years of experience in the financial services industry.
• We are very flexible and easy to deal with, and can accommodate you, no matter what your needs are.
• Our financial security advisors work together with your FBC tax consultant to provide you with the most tax efficient and comprehensive solutions at the most cost effective premiums.

To meet with a financial security advisor, call 1-800-265-9237 or email financial@fbc.ca.