May this holiday season bring you a wealth of joy and cherished moments with those who matter most. Wishing everyone a safe and #HappyHolidays!
Harvest Time Wealth Advisory
Investment Management
Leduc, Alberta 88 followers
Cultivating your financial growth. We offer specialized wealth management for those rooted in the land.
About us
Cultivating your financial growth. We offer specialized wealth management for those rooted in the land.
- Industry
- Investment Management
- Company size
- 501-1,000 employees
- Headquarters
- Leduc, Alberta
- Type
- Privately Held
Locations
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Primary
4721 50th Ave
203
Leduc, Alberta T9E 7J4, CA
Employees at Harvest Time Wealth Advisory
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Dave Cooper
Senior Investment Advisor & Portfolio Manager at Wellington-Altus Private Wealth, Tower Wealth Advisory, & Harvest Time Wealth Advisory
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Tyler Cockbain BA. CFP®, CIM®
Senior Investment Advisor & Portfolio Manager at Wellington-Altus & Tower Wealth Advisory
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Tyler Cockbain and Dave Cooper
Providing Financial Guidance to Private Companies | Tax Planning | Investment Planning | Insurance Planning | Legacy Planning
Updates
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💡 Plan Smarter for 2025! Canada’s economy is evolving—are you ready for what’s ahead? The 2024 Fall Economic Statement breaks down key updates that could impact your financial decisions. Get the insights you need to stay informed and confident about the road ahead. 👉 Read the full analysis here: https://bit.ly/41D2c6U #SmartInvesting #EconomicTrends #WellingtonAltus #Harvesttimewealth
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🌾 Enhance Your Land’s Value Through Professional Management 🌾 Farmland funds are more than just investments—they’re opportunities to improve irrigation, soil quality, and crop yields under the guidance of experts. These strategies not only increase productivity but also grow the value of the land itself. At Wellington-Altus Private Wealth, we can help you explore these options and make the most of your agricultural investments. 📖 Read the full article in the comment section! 👉 What’s your approach to increasing the value of your farmland? Let’s discuss! #LandManagement #AgricultureInvestments #FinancialPlanning #Edmonton #Alberta #WellingtonAltus #HarvestTimeWealth
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🔄 Incorporating: Income Splitting and Flexibility 🔄 For family-owned businesses, incorporation offers a powerful advantage: income splitting. This strategy helps reduce tax liabilities and provides greater control over managing your capital and expenses. 💵📊 At Wellington-Altus Private Wealth, we’re here to help you navigate these opportunities and build a financial plan that works for you. 📖 Read more in the comment section 👉 What would financial flexibility allow you to achieve? Share your thoughts! #IncomeSplitting #TaxPlanning #FinancialFlexibility #Edmonton #Alberta #WellingtonAltus #HarvestTimeWealth
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💡 Insight for Business Owners in Agriculture 💡 Did you know farm corporations can now benefit from the Small Business Deduction, reducing taxes on the first $500,000 of income? This significant tax break provides opportunities to reinvest and expand your operations. 🌾📊 At Wellington-Altus Private Wealth, we’re here to guide you through financial strategies tailored to your success. 📖 Read the full article in the comment section! 👉 How are you planning to reinvest in your farm this year? #FinancialPlanning #FarmTaxSavings #SmallBusinessCanada #AgricultureGrowth #Edmonton #Alberta #HarvestTimeWealth #WellingtonAltus
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🔹 Capital Gains Deferral: A Key Strategy for Farmers 🔹 For farmers, deferring capital gains taxes with installment sales can be a valuable strategy. By spreading capital gains over multiple years, you can reduce yearly tax burdens and maintain better cash flow. Harvest Time Wealth Advisory and Wellington-Altus are here to guide you through this process. 📖 Read more in the comment section 💡 Interested in learning more about tax strategies? Let’s connect! #CapitalGainsDeferral #TaxStrategy #FarmersWealth #HarvestTimeWealth #WellingtonAltus #AlbertaFinance
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🔹 Land-Unit Exchange Program: A Smart Option for Farmers 🔹 The Land-Unit Exchange Program provides farmers with a way to swap land for investment shares, enabling tax deferral and providing a steady income. This is an ideal strategy for farmers looking to diversify and secure their financial future. Harvest Time Wealth Advisory and Wellington-Altus can help you explore this option. 📖 Read more in the comment section 💡 Could a land exchange strategy benefit you? Let’s discuss! #LandExchangeProgram #FarmersFinancialPlanning #TaxDeferral #HarvestTimeWealth #WellingtonAltus #AlbertaFarmingCommunity
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🔹 Trusts for Efficient Farm Asset Transfers 🔹 For farmers, trusts offer a streamlined way to transfer assets, avoid probate, and reduce taxes, all while maintaining control. At Harvest Time Wealth Advisory and Wellington-Altus, we specialize in helping you protect your family’s future. 📖 Read more in the comment section 💡 Thinking about estate planning? Connect with us to discuss your options. #FarmLegacy #AssetTransfer #EstatePlanning #TrustsForFarmers #HarvestTime #WellingtonAltus #EdmontonFinance
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🔹 Incorporating Your Farm: Secure Tax Benefits & Flexible Asset Transfer 🔹 Farm incorporation is more than a tax strategy; it’s a way to ensure your family’s legacy endures. Incorporating your farm can offer tax benefits and ease ownership transfer, allowing you to distribute assets more flexibly among heirs. Connect with us to learn how Wellington-Altus and Harvest Time Wealth Advisory can support your plans. 📖 Read more in the comment section! 💡 Have you thought about farm incorporation? Let’s discuss the benefits. #FarmIncorporation #LegacyPlanning #TaxBenefits #HarvestTimeWealth #WellingtonAltus #AlbertaFarmers #EdmontonFinance
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🔹 Planning for a Legacy Beyond the Field 🔹 For farmers, effective estate planning is crucial. Trusts can provide a seamless way to transfer assets, reduce taxes, and bypass probate. At Wellington-Altus and Harvest Time Wealth Advisory, we’re here to guide you through it. 📖 Full article in the comment section 💡 How are you planning your legacy? Let’s discuss! #FarmLegacy #EstatePlanning #AssetManagement #FinancialPlanning #TrustsForFarmers #WellingtonAltus #HarvestTime #AlbertaFarmingCommunity