Our Unique Services and Approach
The majority of people aren’t looking to buy financial products. They are looking for a professional financial planner to help them manage their savings. Traditionally the financial services industry has been filled with investment and insurance advisors offering a "free financial plan" with the purchase of a financial product.
This may lead to confusion for many people as they ask themselves; Is the provided solution my best option? Is my advisor acting in my best interest? Is my advisor pushing a product which will generate a larger commission for him?
Don Forbes Associates provides two distinct services: fee-based financial planning for unbiased professional advice, and fee-for-service wealth management for full fee disclosure and the most cost effective investments.
In the Press
Several of our financial plans have been featured in Grainnews and the National Post articles.
Comprehensive Farm Financial Planning
204-834-3155 | toll free: 866-509-9840
Farm and Small Business Financial Planning
Dealing with farmers for over 25 years has given us the opportunity to develop a keen specialization and understanding of the unique challenges faced by corporate farms and small businesses.
We can help you efficiently utilize the capital gains tax exemption for personal farm land and the sale of your personal corporate shares if you are deciding to wind down the farm or pass it on to the next generation.
Don Forbes Associates © 2015