David Szalkai

Insurance & Estate Planning Advisor for Farm Families and Business Owners with Tall Oak Private Wealth of Raymond James Ltd.

[David Szalkai @DavidSzalkai1]

Read my best advice to #farmers when it comes to #successionplanning and #transitioning. #Agtwitter #OntAg

[David Szalkai @DavidSzalkai1]

When it comes to farm #successionplanning, remember: start early, use a team approach and be adaptable. Our Farm Succession series helps #farmers either start their planning or ensure their existing plan still makes sense. Click to read our best advice: https://t.co/0i0VQP4cKy

[David Szalkai @DavidSzalkai1]

When it comes to farm #successionplanning, remember: start early, use a team approach and be adaptable. Our Farm Succession series helps #farmers either start their planning or ensure their existing plan still makes sense. Click to read our best advice: https://t.co/0i0VQP4cKy

[David Szalkai @DavidSzalkai1]

Watch: In Part 5, @JaclynCairns and I offer our best advice for farmers when it comes to succession planning. Our Farm Succession series has everything you need to know. Click on the link now: https://t.co/xWSdJKdFJC
#AGtwitter #ontariofarmers #farm #successionplanning

[David Szalkai @DavidSzalkai1]

Common roadblocks that can derail #farm #successionplanning. Read our article for #farmers to find out what these are.
https://t.co/AKyDON48HO
#OntAg #AgTwitter

[David Szalkai @DavidSzalkai1]

Watch: Part 4 - Roadblocks to avoid in your #farmsuccession planning:
1. Lack of communication
2. Procrastination
3. Relying solely on the tax plan
Click on the link for the full video where we expand on each point.
https://t.co/cgHUSkJ1eQ
#AgTwitter #OntAg

[David Szalkai @DavidSzalkai1]

Watch: Part 4 - Roadblocks to avoid in your #farmsuccession planning:
1. Lack of communication
2. Procrastination
3. Relying solely on the tax plan
Click on the link for the full video where we expand on each point.
https://t.co/cgHUSkJ1eQ
#AgTwitter #OntAg

[David Szalkai @DavidSzalkai1]

Watch: PART 3 Farm succession planning with specific steps. Get started by clicking on the link to view it now! https://t.co/fi1HQ75m8a

#AGtwitter #ontariofarmers #farm #successionplanning

[David Szalkai @DavidSzalkai1]

When and how to start transition planning for your #farm. #AgTwitter

[David Szalkai @DavidSzalkai1]

#Ontario #Farmers, have you considered when and how you’ll transition your farm in the future? Well-planned transitions can adapt as needed by you, your farm, and your successor(s). Our latest blog and Farm series has everything you need to know: https://t.co/uWfZaMyCTM

[David Szalkai @DavidSzalkai1]

#Ontario #Farmers, have you considered when and how you’ll transition your farm in the future? Well-planned transitions can adapt as needed by you, your farm, and your successor(s). Our latest blog and Farm series has everything you need to know: https://t.co/uWfZaMyCTM

[David Szalkai @DavidSzalkai1]

It's World Kindness Day - Make the world a better place by celebrating and promoting good deeds and kind acts.

#WorldKindnessDay

[David Szalkai @DavidSzalkai1]

Through remembering, we honor the courage, valour, and sacrifice of the heroes who have served.
#RememberanceDay

[David Szalkai @DavidSzalkai1]

Watch: In PART 2 of our video series on #Farm Succession and Transition Planning, @jac_cairns and I discuss what #successionplanning means and how to start. Click on the link to view the full video and series! https://t.co/e2YSJYGlkP #AGtwitter #ontariofarmers

[David Szalkai @DavidSzalkai1]

A 5-step recipe for a successful #farm #successionplan.
Find out what these are by clicking on the link below.
https://t.co/ivbs5FVKtt #OntAg #Agtwitter

[David Szalkai @DavidSzalkai1]

In PART 1 of our video series on #Farm Succession and Transition Planning, we discuss two ways most farms consider transitioning and the impacts each can have on values, taxes and families. View the entire video here https://t.co/dCbHHNOrNi
#AGtwitter #successionplanning

[David Szalkai @DavidSzalkai1]

The #market has been contending with what may be the most challenging macroeconomic environment in the last 30 years. Read our #Q3 #investor report and learn how we take advantage of long-term investment opportunities when they arise.
#marketcommentary
https://t.co/1uftw9dkrK

[David Szalkai @DavidSzalkai1]

Have a blessed All Saints Day and a safe Halloween!
#HappyHalloween2022

[David Szalkai @DavidSzalkai1]

Interested in #successionplanning for your farm? Then this series is for you. We are excited to bring you a new 5-part video series on Farm Succession and Transition Planning. Access the complete series now!
https://t.co/Xq5PTTZLWc
#ontariofarmers #AGtwitter #OntAg

[David Szalkai @DavidSzalkai1]

Happy Thanksgiving weekend! I am so thankful for all my clients, families, and friends.
#thanksgiving2022

[David Szalkai @DavidSzalkai1]

@WalkerFarms1 Those look delicious!