At Leavitt Group Private Wealth Management, we understand that farming is more than a livelihood—it’s a legacy built through generations of hard work, resilience, and care. Based in Lethbridge and serving clients across Southern Alberta, our team provides specialized financial planning for agriculture and farm families designed to protect your land, your business, and your family’s future. As dedicated agriculture financial advisors, we help transform complex farm operations into clear, actionable plans that balance business growth with personal wealth security.
Real dollars, real impact
Our clients see the difference that structured planning can make. By optimizing corporations, aligning estates, and reducing taxes, we often uncover tens of thousands of dollars in savings or gains that go directly back into your operation. This is financial planning that works in real life—providing measurable results that strengthen both your farm’s financial health and your family’s long-term stability. As your trusted farm financial advisor, we ensure that every strategy—whether tax, investment, or estate related—works together to enhance your financial outcomes year after year.
Tax efficiency and long-term structure
Successful agriculture requires smart structure. We help farm owners establish and manage corporations that protect wealth, defer taxes, and provide clear succession pathways. From taking advantage of the Lifetime Capital Gains Exemption to developing personalized income-splitting strategies, our role as your agriculture financial advisor near me is to ensure you keep more of what you earn. By coordinating with your accountant and lawyer, we help simplify complex farm structures so you can focus on operations while knowing your finances are working efficiently behind the scenes.
Succession planning for the next generation
Planning for the future is one of the most important steps in protecting your agricultural legacy. Whether you’re transitioning ownership to family members, selling land, or preparing for retirement, we help structure a fair and tax-efficient plan that keeps your farm in capable hands. As an experienced farm financial advisor, we guide families through sensitive decisions—balancing business goals with family harmony. Our goal is simple: to make sure your hard work continues to benefit your family for generations to come.
Risk management and wealth protection
Farming comes with unpredictable challenges—market volatility, changing regulations, and environmental pressures. We help you prepare with comprehensive risk management strategies, including corporate-owned insurance, critical illness and disability coverage, and business continuity planning. Each recommendation is designed to protect your family and preserve your operation’s financial stability, no matter what the future brings.
Your legacy, secured
With CERTIFIED FINANCIAL PLANNER® professionals on our team, Leavitt Group Private Wealth Management brings both technical depth and personal understanding to every agricultural client relationship. We work with farmers throughout Lethbridge County, Taber, Warner, County of Forty Mile, and Cardston County to build structured, measurable financial plans that reflect the realities of modern agriculture.