Farm Succession

The Harvest of a Lifetime: Securing the Farm and Family Legacy

Succession planning isn’t just about the land – it’s about continuing the family harmony you’ve spent a lifetime building.

At Unity, we collaborate with farm families to navigate the emotional and practical hurdles of transitioning their operation to the next generation. Our process is designed to be low-stress and high-impact.

We believe in the importance of a finished plan – that’s why we only receive compensation when your strategy is fully implemented. We aren’t here to give you a to-do list, we’re here to help you cross the finish line.

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Farm Succession – Creating Fairness for All Family Members

Transitioning a farm to the next generation is one of the most meaningful and complex decisions a farm family will make. When one child is farming and another is not, questions of fairness naturally arise.

The Canadian Farm Family’s Tax Advantage Guide: How Smart Tax Planning Can Save Millions

For farm families across Canada, the land represents generations of hard work, deep roots, and a legacy meant to endure. The good news? Canadian tax law contains a few farm-specific provisions that allow you to protect that legacy.

Farm Succession Using Financial Projections and Tax Awareness

For many farm families, the hardest part of succession is not deciding who will run the farm, but deciding how to treat everyone fairly. Our team of CPA, CFA and advisors build farm and personal financial projections, to help answer some of your questions.

A Clear Path Forward for Your Farm and Family’s next Chapter. No Pressure. Just Clarity.

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Testimonials

As new parents and busy farmers, working with Unity gave us peace of mind during a really important stage of life. With so much on the go, it was helpful to have a team that made the process feel simple, clear, and manageable. Unity helped us put term life insurance in place to protect our family and guided us through setting up an RESP for our new baby. They took the time to explain our options, answer our questions, and make sure we felt confident in the decisions we were making. We are grateful for their support and would recommend Unity to other young families who are looking to protect what they’re building and start planning for the future.

— Sheep and grain producers, Southern Alberta

The Unity team’s approach to farm succession planning stood out for its intentionally collaborative structure, bringing all advisors—accounting, tax, legal, etc.—together early to ensure aligned, informed decision‑making. With using applicable planning tools, this coordinated approach uncovered value beyond basic succession, improving tax efficiency, strengthening governance, aligning generations, and delivering a clear, executable plan for all parties involved.