Farm & Agricultural Planning
The strongest farms are built on strong families. Planning ahead keeps everyone on the same page, supports the operation you've built, and creates wealth beyond the farm gate for the generations to come.
Whether you're thinking about diversifying your income, preparing the next generation, or simply want to know your family is set up for the long run, Trish understands farm life and can help you move forward together, with clarity.
Trish Tetz
Wealth Advisor
Agriculture and
Agribusiness Specialist

About Trish

Trish is a passionate “Ag-vocate” for agricultural families and business owners across Alberta. As someone who grew up on and continues to live on a fourth-generation family farm, she brings genuine, first-hand understanding of the unique challenges and opportunities that farmers and ranchers face, from day-to-day business management to long-term growth and succession planning.

With more than 13 years of experience in commercial and agricultural lending, and farm financial planning, Trish helps Alberta farm families plan with confidence, so they can feel secure about their future, and the future of their farm, ranch, or business.

By building customized wealth management strategies through Canvas Wealth's partnership with Q Wealth, Trish helps clients preserve, manage, and transfer generational wealth today and for future generations.

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AREAS OF FOCUS
Trish works closely with families, agricultural businesses, and business owners on:
1
Diversifying wealth outside of the farm
2
Multi-generational wealth transfer
3
Farm risk reduction strategies
4
Business transition and succession planning
5
Retirement income planning
6
Will and estate planning
Only 12% of Canadian family farms have a written succession plan. (Statistics Canada, 2021 Census of Agriculture) And even among those, most plans stop at handing the farm from one generation to the next, they don't account for what happens as your family, and your options, keep growing.
How We Work Together
Every client relationship starts with a conversation. Before recommending anything, Trish takes the time to understand your full picture — your goals, your timeline, and what mattersmost to you and your family.


From there, she works with you to define the guiding principles for your plan, build a strategy tailored to your circumstances, and stay alongside you as your life and goals evolve. Whether you're focused on growing wealth, generating income, minimizing taxes, or planning for what comes next, Q Wealth to ensure your investment strategy aligns with your overall financial plan.

Where additional expertise is needed — estate planning, insurance, or business planning, Trish connects you with the right specialists to make sure every aspect of your financial life is well planned for.

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Let’s Start With a Conversation
If you’re a farm family, agricultural business owner, or Alberta professional looking for a wealth advisor who truly understands your world, Trish would love to connect.
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Disclosures
Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Canvas Wealth. As a client of Q Wealth, you may receive services from both Q Wealth and Canvas Wealth. Note that individuals from Canvas Wealth will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Canvas Wealth may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan, and a Commodity Trading Manager in Ontario. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.
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