Professional Asset Management
Growth · Protection · Succession
Learn more about our integrated approach.
We Believe in Integrated Asset Management
SW Advisory Services provides comprehensive asset management to individuals and corporations throughout western Canada. We know agriculture and agri-business, and the people who own, live and work in the industry. We provide services based not only on our knowledge of long-term financial planning and portfolio management but also on our expertise regarding the particular needs and challenges of those who live and work in the agricultural sector.
The term “asset management” refers to more than invested savings or proceeds from your business sale. Our clients’ financial lives extend beyond invested cash—and as important as savings are—providing responsible and effective advice to our clients requires looking at everything our clients own. We review business assets such as farmland and commercial property, as well as personal assets such as homes, cottages and savings, and create a net worth statement that shows us (and our clients) exactly what their financial picture looks like. A clear view of our clients’ total financial wealth is imperative to ensuring their success now and in retirement.
With full knowledge of our clients’ finances, we can effectively ensure goals are met. These could be short-term goals such as educating children or saving for holidays, to big-picture needs such as retirement planning, philanthropic gifting, succession of a business, and ensuring estate needs are met for future generations.
WHO WE SERVE
Progressive Farms. Progressive Services.
With our expertise in farm business planning, farm succession and agri-business, many of our clients are from rural areas of Western Canada. Our clients are farmers, business owners and also retirees who have passed down or sold their farm or business. However, we serve members outside of rural communities as well, and work with clients in urban areas of various professions.
This means we serve people just like you: individuals who need to know where they are financially and how to get to where they want to go. We serve those in need of financial planning and investment advice, retirement and estate planning, farm succession planning and farm management. We are able to serve our clients through the various stages of their financial life.
WHAT WE BELIEVE
Start planning your future today.
Here to serve you
Alex provides financial management services to agri-business owners, corporate farmers and individual farm families with succession planning and investment strategies. An experienced farmer himself with extensive investment experience, Alex guides clients through the steps of portfolio asset allocation and investment planning, as well as guidance on farm expansion projects, farm business planning and farm succession planning.
With 20 years of industry experience, Kim provides financial planning solutions to individuals, families and business owners. She specializes in risk management, retirement planning and business succession planning.
Kim has earned a Bachelor of Commerce degree from the Asper School of Business at the University of Manitoba as well as the Certified Financial Planner (CFP) designation.
With a focus on planning and asset management, Brad provides clients with goal-based financial planning, succession planning and insurance solutions.
Brad earned his Bachelor of Commerce degree from the Asper School of Business at the University of Manitoba as well as the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Tania provides support to the advisory team through the servicing of client investment accounts, answering client inquiries, and preparing and writing financial plans as part of our clients’ retirement or succession planning process.
Tania holds a master’s degree in English Literature from the University of Manitoba and is a Qualified Associate Financial Planner (QAFP). She is currently working towards the completion of her Certified Financial Planner (CFP) designation.
Joel provides administrative support to the advisory team through the servicing of client investment accounts, as well as answering client inquiries.
Joel earned his Bachelor of Arts degree with a major in Economics in 2013 and is currently working towards the completion of the Life Licensing Qualification Program (LLQP).