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Farm Corporation & Estate Planning Done Right with Adam Pukalo (Part #1)

Reference: Impact Farming

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Farm Corporation & Estate Planning Done Right with Adam Pukalo
(Part #1)


How can farm families protect their wealth, reduce future tax challenges, and build a lasting legacy for the next generation?


In Part 1 of our three-part series, Farm Corporation & Retirement Planning Done Right, Tracy sits down with Adam Pukalo, Portfolio Manager with Pukalo Prairie Wealth Group and Harbourfront Wealth, to discuss the important role farm corporation play in estate planning and protecting a family farm’s future.

Many farm families know they need an estate plan, but understanding which strategies are available to protect farm assets, manage future tax implications, and prepare for the next generation can be challenging.

In this episode, Adam shares insights into how farmers can take a more proactive approach to financial planning, make the most of the wealth accumulated inside their farm corporation, and begin preparing for retirement and succession long before the time comes to step away from the operation.

In This Episode We Discuss:
  • Farm Corporation & Retirement Planning: How can a farm corporation become an important part of a farmer’s retirement plan?
  • Common Wealth-Building Mistakes: What mistakes do farmers make when accumulating wealth inside their corporation?
  • Planning Ahead for Retirement: Why should retirement planning start long before retirement?
  • Estate Planning & Farm Legacy: How does estate planning fit into a farm corporation legacy plan?

Whether you’re building your farm business, accumulating wealth, approaching retirement, or thinking about transitioning your operation to the next generation, this conversation highlights important considerations for planning ahead.

Thanks for tuning in,
Tracy

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Show Resources

Interested in learning more about farm wealth management and financial planning?

Connect with Adam and his team at Pukalo Prairie Wealth Group or Harbourfront Wealth.
🌐www.ppwgroup.ca

*Tracy Brunet has received compensation from Adam Pukalo for producing this video
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Don't Miss Part 2 & Part 3 (Airing November & December 2026)

This is Part 1 of our three-part series, Farm Corporation & Retirement Planning Done Right. Join us for the next conversation with Adam Pukalo as we continue exploring the financial planning considerations that matter to farm families.


Subscribe to The Impact Farming Show for more conversations about farm business, financial management, succession planning, and building a stronger future for Canadian agriculture.
https://www.farmmarketer.com/impact_farming_show/sign-up

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About our Guest:

Adam Pukalo
Portfolio Manager / Pukalo Prairie Wealth Group and Harbourfront Wealth




Adam has been advising farmers, business owners, and other professionals since 2010. Working with an independent investment firm allows him to implement strategies for clients that other advisors often cannot. He enjoys the challenge in finding new solutions for each client as no two plans are alike.

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* Disclaimer - As always, this information is not intended to provide business or medical advice. To ensure that your own circumstances have been properly considered and that action is taken based on the latest information available, you should obtain professional advice from qualified business or medical professionals before acting on any of the information in this post.
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The Impact Farming Show

Welcome to Impact Farming, Farm Marketer's video and audio show dedicated to helping Canadian farmers excel in the business of farming. Our goal with this show is to introduce our audience to the people and ideas that are going to make an IMPACT on their farming operation. 

Show Host - Tracy Brunet
CEO of Farm Marketer 

Tracy and her husband are cattle ranchers in South East, Manitoba. As host of the show, primary producer and agvocate, Tracy is passionate about helping farmers succeed in the business of farming. 

In each episode, Tracy chats with today's most successful farm advisors and industry leaders to bring our audience the best and most important ideas. 

Connect with Tracy Brunet - Twitter / Facebook / Instagram / Linked in

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