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Farm Succession Planning

Realize Your Farm Succession Goals

The work you put into your land is something to be proud of. When it’s time to think about passing on your legacy, we can help. Prepare for your future by creating a comprehensive succession and estate plan. At Mountain View Financial, our local financial experts will help you develop a comprehensive plan to help tackle the tough questions, family discussions and essential next steps.

?Did You Know

If you’re held up at the farm or can’t make it in during branch hours, our teams can come to you. Neighbours helping neighbours matters in our community, and why banking local just makes sense.


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Make the most of your investments with a specialized consultation.

  • Identify your goals and values
  • Assess risk tolerance
  • Allocate assets
  • Select investments


Sail smoothly through retirement with the proper planning and preparation.

  • Assess your retirement needs
  • Design a plan to meet your financial and personal goals


Get help with difficult inheritance issues.

  • Support with assessing assets that are challenging to assess or divide equally
  • Equitable division of assets while keeping your business intact

The Legal Stuff:

Terms and conditions apply. All principal and interest is 100% guaranteed by the Credit Union Deposit Guarantee Corporation, excluding common shares, investment shares, and mutual funds. All rates and products are subject to change without notice. Authorized credit approvals required for all overdraft, credit card and lending products. All trademarks are the property of their respective owners. The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you. Legal Terms of Use apply.