WE BELIEVE IN
MAKING YOUR LIFE EASIER
How can we make your day-to-day farming operation easier?
We, Fred, Sandra & Cortina, will design and personalize a package of services tailored to you. Can we help with your monthly administrative or bookkeeping needs? How would it feel to know your tax situation before your yearend? We sincerely make it our mission to improve your life by freeing your time.
WE BELIEVE IN RELATIONSHIPS
IS IT THE RIGHT TIME TO SELL?
Are you considering selling your farm?
Is it the right time to sell?
Will you have access to all the available tax benefits?
That is our specialty – keeping as much of your proceeds in your hands.
We believe in planning before, during, and after.
WE BELIEVE WHEN IT’S TIME TO SELL YOUR FARMLAND THE DECISION MAY BE DIFFICULT BUT THE PROCESS SHOULD BE EASY.
Neil and Laurie Perry
“WE KNOW FRED, AND WE’VE WORKED WITH HIM FOR YEARS. THE FACT THAT HE HAS REAL ESTATE AND FARMING EXPERIENCE WAS IMPORTANT.”
When the Perry’s decided to sell some land, they turned to their accountant, more recently also a Realtor with MaxWell Canyon Creek, Fred Mertz. Being so close to fast-growing Calgary, the Perry’s land naturally drew the attention of developers. They were glad to have Mertz’s expertise in regards to Alberta land for sale.
Fred Mertz also helped to prepare for the next generation of the Perry family to start farming in Rocky Mountain House, Alberta and Melville, Saskatchewan. If they’d been on their own, the Perry’s might have accepted an early offer, but Fred Mertz counselled patience. Finally, an offer arrived that suited their long-term tax planning strategy and their patience was rewarded.
Wayne and Donna Sibbald
“WHEN YOU’RE SELLING LAND,” SAYS WAYNE SIBBALD, “THE TAX SIDE OF IT CAN BE AS IMPORTANT AS THE SALE PRICE.”
When a land sale is part of a family farm whose roots go back more than 125 years, tax-planning, family needs and price are all critical. That’s why Wayne and Donna Sibbald called Fred Mertz.
Wayne’s great-grandfather homesteaded in the Morleyville area beginning in 1875, while Wayne’s father moved to the current site west of Springbank in 1944, in the vicinity of a farm owned by Donna’s family, the Harwoods.
In a family as historically significant as the Sibbalds, it’s important that the next generation is able to continue the legacy. Son David and his wife Mary Beth continue to raise Red Angus cattle with Wayne and Donna, living nearby in the family’s original late-1800s ranch house.
With land west of Calgary costly and difficult to obtain, the Sibbalds’ son Russell decided to move to Saskatchewan to farm with his family. Here again, Fred Mertz’s combination of agricultural tax planning and farmland realty fit the bill. With some deal-making assistance from Mertz, Russell Sibbald and his family are now farming near Beechy, Sask.
To Wayne and Donna Sibbald, Fred Mertz was the right professional with the right skills at the right time.