Westman Business | 2024

OCTOBER 26, 2024 • WESTMAN BUSINESS • THE BRANDON SUN

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For farm families, succession plan- ning is a key to the future, keeping farms in families and ensuring farm life is vital and productive for genera- tions to come. Daly says the earlier you start to plan, the better. “Farm succession planning is far more than just handing over the keys to the combine, it involves the vital transfer of knowledge and ownership to the next generation,” she says. “A well-planned approach with neu- tral and experienced advisors is your first step. I’d recommend you reach out to your business advisor and be up front with any plans you are already considering.” Westoba’s business advisors, togeth- er with their Westoba Financial Solu- tions subsidiary, can help develop a succession plan that is equitable and fair for everybody involved. “Our strategic partnerships help to optimize succession plans, whether that is through insurance-based strat- egies that fund a buy/sell agreement, protecting against a health crisis or premature death, or equalizing the es- tate,” she says. With deep roots in Manitoba’s rural communities, Westoba Credit Union staff have the training and life expe-

...our team is dedicated to meeting you where you are, whether that’s at your office, in the field,

or even at your kitchen table.”

– MEGAN DALY

Megan Daly, manager of Business Banking for Brandon and Rural at Westoba Credit Union. (File)

riences that let them understand the needs and concerns of their members. Thirteen branches combined with in-person and remote team members providing virtual assistance makes Westoba’s full suite of financial services readily accessible 24/7. The Westoba-

GO mobile app offers their members unbeatable convenience. “We understand that every client and every business is unique, and some- times a branch visit or virtual call isn’t feasible,” says Megan Daly. “That’s why our team is dedicated to

meeting you where you are, whether that’s at your office, in the field, or even at your kitchen table.” Reach out to Westoba Credit Union at westoba.com or Virtual Services at 1-877-WESTOBA.

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