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How we Help

Independent solution driven, not product driven, advice for families.


Harvest’s independent structure means we are not limited to any one company’s products or services, giving us the flexibility to find the best possible solution for you and your family. By focusing on tax deferral and reduction, income protection and increasing cash flow – Harvest Financial works towards increasing your net worth while reducing your overall risk. Some of our areas of specialty include the following:

  • Investments
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

 

  • Estate and Succession Planning
         » Passing on the family farm

 

  • Sole Proprietorship
    » Estate preservation and transfer

 

  • Corporations
         » Unanimous Shareholder’s Agreement Reviews
         » Funding Buy Sell Agreements
         » Key Man Insurance
         » Executive Top Ups for Disability & Critical Illness Insurance 

 

  • Group Benefits for Companies and Farming Families
    » Private Health Spending Plans
    » RRSP’s, Non-Registered, LIRA’s, TFSA’s, RESP’s