Prairie Schooner Wealth Connections

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.

Nurses

I am keenly aware of the stress levels involved with being a nurse.  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.

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.

Nurses

I am keenly aware of the stress levels involved with being a nurse.  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

Retirement Planning for Farmers

As a farmer, one of your challenges is learning how to balance between reinvesting into the farmer and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place. We've put together an infographic checklist that can help you get started on this.

CERB transitions to NEW Recovery Benefits and EI

On August 20th, the Federal Government announced the extension of the Canada Emergency Response Benefit (CERB) by one month and the transition to the Canada Recovery Benefit, Canada Recovery Sickness Benefit, Canada Recovery Caregiving Benefit and a simplified EI.

Details of the EXPANDED Canada Emergency Wage Subsidy

On August 11th, the Government of Canada updated the calculator and Canada.ca with the changes to the Canada Emergency Wage Subsidy (CEWS). If you're a business owner who has suffered losses as a result of COVID-19 and did NOT qualify previously for CEWS, you may now qualify.

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.