Expert financial planning to grow your tomorrow
For more than 25 years, we've empowered Canadian farm and small business owners with personalized financial strategies so they can grow their tomorrow.
Solutions to grow your tomorrow
Our extensive network has been designed to give our clients access to the top financial and estate planning advice and products so they can keep on growing.
Life & Legacy Planning
Estate Planning
Education Planning
Retirement Planning
Wealth Accumulation & Growth
Investment Management
Investment Products
Income & Lifestyle Protection
Risk Management
Insurance Products
Your path to a brighter tomorrow
Your journey is unique-and so are your financial planning needs. We begin every relationship with a consultation to understand your goals and how we can best support them.
01
REFERRAL
Meet your team
We start by collaborating directly with the financial experts who know you best-your tax advisor or preferred accountant.
02
CONSULTATION
Share your story
Join us for a conversation where our team learns about your unique financial situation, goals, and challenges.
03
STRATEGY
Build your plan
Collaborate with us to develop a tailored financial strategy, combining insights from your tax and accounting advisors.
04
SOLUTION
Grow your tomorrow
Move forward with confidence, knowing we're here to support your financial journey every step of the way.
Preserve Your Legacy
Ensure your family is provided for-now and in the future-through retirement, education, and estate planning solutions.
Grow Your Wealth
Achieve your long-term financial goals with personalized investment strategies that balance risk and optimize returns.
Protect your lifestyle
Prepare for unexpected financial challenges with solutions to mitigate risk and ensure adequate coverage.
Why choose Harvest?
We believe in the power of a handshake. That's why we come to you, either virtual or in-person.
Trusted by over 20,000 small business owners, Harvest brings world-class financial expertise to the heart of your rural community. Our extensive network gives clients access to the top financial and estate planning advisors, while our personalized approach ensures every solution aligns with your goals and values.
With decades of experience, we're committed to earning your trust, supporting your goals, and growing your tomorrow.
“The HSA you helped me setup allowed me to get my hip surgery promptly, saving me pain and lost farm income, plus it reduced my taxes!”
Farm Owner
Tax Advisory Client, SK
“Through Harvest Financial, we were able to provide a tax-free inheritance for our non-farming children while equalizing our estate through life insurance.”
Farm Owner
Tax Advisory Client, SK
“Harvest Financial helped me make my investment strategy more efficient, create a plan to protect my assets for the long term, and reduce my tax liability.”
Small Business Owner
Tax Advisory Client, AB
“Harvest Financial helped me invest my farm sale proceeds wisely, providing income and peace of mind for my retirement.”
Farm Owner
Tax Advisory Client, MB
“Harvest secured comprehensive critical illness and disability insurance coverage for me and my key employees, protecting our business and families.”
Business Owner
Tax Advisory Client, BC
“Your team helped me invest my inheritance wisely, ensuring higher returns and a smooth transfer to my sons.”
Business Owner
Bookkeeping Client, SK
Let's start the conversation about your tomorrow
Take the first step towards a brighter future. Connect with us, and we'll collaborate with your tax advisor or accountant to build a personalized plan.