This transition aligns with the company’s broader initiative to address the growing challenge of financial service accessibility in rural areas.
By integrating local expertise with the extensive resources of the Harvest Financial Network, Harvest Group aims to support community-focused financial services while expanding offerings.
"By welcoming Curtis Hepting's practice into the Harvest Group family, we're reinforcing our commitment to maintaining strong local relationships while leveraging the resources of a larger organization," said Leif Olson, Vice President, Corporate Development & Wealth Services for Harvest Group. "This acquisition represents a significant step in our mission to provide comprehensive financial services to rural communities and we're looking forward to working alongside them."
Clients of Wheatland Accounting Services, Unity, will gain access to an expanded range of financial services, including estate planning, investment solutions, insurance products, and advanced financial planning.
Through the Harvest Financial Network, tax specialists and financial advisors will collaborate to provide clients with holistic, tax-efficient strategies that maximize financial outcomes.
Harvest Group’s acquisition approach emphasizes retaining local staff, fostering client relationships, and introducing new financial tools to underserved communities.
By bridging the gap between traditional accounting services and comprehensive financial planning, the company seeks to enhance economic stability in rural Canada.
For further details, visit: https://harvest-group.ca/
Photo Credit: wheatland