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Custom insurance plans and investment strategies for farmers and health care providers.

Prairie Schooner Wealth Connections

Farmers

The largest obstacle is transitioning the farm enterprise to the next generation, or getting out of the farm business efficiently. I learned these lessons personally when I wasn’t able to take over my grandfather’s farm in the early nineties, and more recently, when my wife and I just couldn’t pencil out a deal to take over my in-laws’ farm. These events have led me to specialize in helping farmers with their succession plans, whether transitioning the farm to the next generation, or transitioning to retired life after the sale of the farm.

Health Care Providers

I am keenly aware of the stress levels involved with being a health care provider.  I have found that many health care providers are so busy serving others at work and at home that they don’t leave enough time to take care of themselves in a number of different areas in life.

Quite often, financial wellbeing is at the bottom of the “to-do list” and they believe that their pension and benefits through work will provide enough for the lifestyle they desire when they retire.

Mature Farmers

Helping achieve your financial goals through financial planning

Mid Generation Farmers

We provide strategies to help families to accumulate and protect your wealth.

Youngest Generation Farmers

Helping you save for retirement, your children’s education and providing mortgage solutions.

Health Care Providers

I am keenly aware of the stress levels involved with being a health care provider.  I have found that many nurses are so busy serving others at work and at home that they don’t leave enough time to take care of themselves in a number of different areas in life.

Quite often, financial wellbeing is at the bottom of the “to-do list” and they believe that their pension and benefits through work will provide enough for the lifestyle they desire when they retire.

Latest News

First Home Savings Account (FHSA): What You Need to Know

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Are you looking to buy your first home in Canada? The First Home Savings Account (FHSA) could help make it happen. This savings plan allows first-time home buyers to save up to $40,000 tax-free, with contributions being tax-deductible. In this article and infographic, we cover everything you need to know about FHSA, including eligibility requirements, contributions and deductions, qualifying investments, withdrawals, and transfers.
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Permanent versus Term Life Insurance – What are the Differences?

You know you need life insurance – but you’re not sure which kind is best for you. There are two main kinds of life insurance: • Permanent, which lasts for your entire life. Premiums can be more expensive, but you can also use the policy to build up cash value. • Term, which is only good for a set amount of time. Premiums are less expensive, and you cannot build up cash value – but coverage is easy to get and understand. We can help you determine which type of insurance is best for you and how much it will cost you.
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Tax Tips You Need To Know Before Filing Your 2022 Taxes

It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following: • Canada Workers Benefit. • Claiming home office expenses. • The tax deduction for zero-emissions vehicles. • Return Of Fuel Charge Proceeds To Farmers Tax Credit. • Eligible Educator School Supply Tax Credit.
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Happy Clients

We have been farming for many years. Trevor brings a farming background to the table. It is refreshing that he understands what a farmer goes through each year. When we deal with the bank, they do not fully understand what keeps us up at night, but Trevor can. He knows that there are times of the year that we are very flush and other times not so much.

We have always liked the low pressure approach the Trevor has taken in presenting investments to us. We have felt that we could take the time to understand the investment fully prior to moving forward.

He has helped us plan for our exit in farming by planning today for income in retirement.

Trevor is a very confident yet downhome man that we would highly recommend to our neighboring farmers I know that he is very determined to do what is right and always stays in touch with us.

We highly recommend Trevor. He will not steer you wrong.

I have personally been dealing with Trevor Tuttosi for three plus years.

I can very honestly say I feel 100% comfortable dealing with him. His no pressure personality is by far his biggest asset. I have never once felt pressured to invest in an option I was not completely comfortable with.

Trevor handles himself professionally yet on a very personable level creating comfort in being able to ask him questions which I may feel intimidated to ask others.

Trevor usually has the answers to my inquiries and when he doesn’t he is quick to do his research in order to provide a timely and accurate response.

In a nutshell I find Trevor Tuttosi to be very knowledgeable with the ability to clearly explain various financial situations, products, etc, personable, prompt, caring as well as easy and comfortable to work with.