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

Extended COVID-19 Federal Emergency Benefits

On Friday, February 19, 2021, Prime Minister Justin Trudeau announced an extension to: - Canada Recovery Benefit - Canada Recovery Caregiving Benefit - Canada Recovery Sickness Benefit - Employment Insurance

Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

TFSA vs RRSP – What you need to know to make the most of them in 2021

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Both TFSAs and RRSPs can be significant savings vehicles for your clients. We've put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals. The deposit section focuses on: • How much contribution room is available each year • How carry forward works for TFSAs and RRSPs • Tax deductibility of contributions • Tax treatment of growth The withdrawal section focusses on: • Conversion requirements • Tax treatment of withdrawals • Impact of withdrawals on government benefits • Impact of withdrawals on contribution room

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.