(306) 559-0342

(306) 559-0342

  • Welcome
  • Conferences
  • Succession Planning
  • Exit Planning
  • Estate Planning
  • Articles
  • To Planning Professionals
  • Workshops
  • More information
  • More
    • Welcome
    • Conferences
    • Succession Planning
    • Exit Planning
    • Estate Planning
    • Articles
    • To Planning Professionals
    • Workshops
    • More information
  • Welcome
  • Conferences
  • Succession Planning
  • Exit Planning
  • Estate Planning
  • Articles
  • To Planning Professionals
  • Workshops
  • More information

Message to Planning Professionals

co-ordinate, interpret & support

Intermediary :  My role as a farm transition planner is to function as an intermediary,  as a bridge between an Ag client, their family members and their professional advisors.  The role is intended to co-ordinate, interpret and support advisory streams an Ag client typically receives from their accounting, insurance, legal and investment advisors.  When appropriate, I offer additional or alternative recommendations that the client is encouraged to review with their existing advisors. We do not implement any accounting, legal, or business re-structuring recommendations, or sell investment or insurance products as offered or recommended by their professional advisors.  


Fiduciary Capacity :  As fiduciaries, we avoid conflicts of interest by not accepting compensation for our services from any source other than our clients.  We do not accept commissions or fees as a result of any business activity (I.E. insurance or investment sales, accounting or legal services) that may be generated by recommendations that are implemented. 


Improving Relationships and Bringing Value:  Our role is not to disturb professional relationships but to enhance them. We believe that co-coordinating advisory streams and promoting teamwork among professionals of various disciplines delivers results sooner, with more clarity and with less stress to our mutual clients.  

For more information

Call or email

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

(306) 559-0342

Hours

Open today

09:00 a.m. – 05:00 p.m.

What makes this advisor different? I WORK only FOR YOU!

Raymond Riel, Farm Transition Manager

I grew up on a family farm and have more than 25 years of experience as a financial advisor. Over time, I have built a unique, advice only, holistic planning process that considers both the technical financial challenges of transition planning and family dynamics. 

CFP (Certified Financial Planner; Financial Planners Standards Council) 

CLU* Retired (Chartered Life Underwriter; Inst. of Advanced Financial Education)

CHS* Retired (Certified Health Insurance Specialist; Inst. of Advanced Financial Education) 

CEC (Certified Executive Coach; Royal Roads University)

ACA (AgExpert Certified Advisor; Farm Credit Corp) 

CAFA (Certified Agricultural Farm Advisor)  


Copyright © 2020 AdviceOnly.ca - All Rights Reserved.

Myfarmplan.ca part of Advice Only Financial Group

  • Conferences