The next generation of your farm starts with a plan today
Your farm/ranch operation represents more than a business. It's a lifetime of hard work, family history, and a legacy worth preserving. At Wheeler McIvor & Associates, we help farming families/ranchers navigate the complexities of succession planning, retirement income, and tax-efficient wealth transfers, balancing the financial needs of today with the aspirations of the next generation. Based in Medicine Hat, Alberta, we develop personalized strategies designed to protect what you've built, provide clarity for your family, and help your farm thrive for generations to come.
Who we help
We work with established farmers/farming families and ranchers, navigating the complexities of farm/ranch succession, retirement, and intergenerational wealth transfer. Our planning is particularly well suited to farm owners/ranchers looking to transition their operations, preserve family wealth, minimize tax implications, and secure their financial future while protecting the legacy they've worked a lifetime to build.
What we do
Our team has more than 50+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your complex financial plan — a living plan that evolves as your circumstances or your business' circumstances, change over time. Because we know that, in the big picture, every little detail matters.
Estate and legacy planning
We will help you make the most of your wealth today and for generations to come. Benefit from our experience in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.
What our clients say
There's a reason we deal with you; GREAT service.
Glen & Eileen
Thank you. This was by far the easiest process and all thanks to you and your great team. I look forward to retirement now.
Cathy M.