Description

Please join Joe Devine, Scotia Wealth Management Wealth Advisor and the Scotiabank Agriculture Banking team for a presentation on succession planning for family farms. In addition to our team, we will have a guest speaker presenting on farm tax considerations for the year ahead. Lunch will be provided.

The presentation will focus on the following topics:

1. Succession Planning: What are the key steps?
2. Tax Considerations: Corporate structure, estate planning and land transactions
3. Tools to aid the process: Insurance, Investments and Lending

WHEN: Tuesday March 24th, 2026 at 11:00 AM -1:00 PM

WHERE: Medicine Hat Lodge | 1051 Ross Glen Dr SE, Medicine Hat, AB T1B 3TB 

Please RSVP to any of the following individuals:

Rebecca Lydon
Branch Manager 403.488.1000 EXT 4000
Rebecca.Lydon@Scotiabank.com 

Colton Weisgerber
Client Relationship Manager
403.548.5612
Colton.Weisgerber@Scotiabank.com 

Carol Day
Agriculture Specialist
403.634.5076
Carol.Day@Scotiabank.com 

Joe Devine, CIM
Wealth Advisor, Portfolio Manager
780.497.3237
Joe.Devine@scotiawealth.com