Privacy Policy, Discipline, Code of Conduct

Commitment to Privacy

CAFA is committed to respecting your privacy. This Privacy Policy is designed to assist you in understanding how we collect, use and safeguard the personal information you provide to us.

Information Collected

If you choose to become a member of CAFA, or request information from us, you may need to provide personal contact information including name, address, email address, phone number, etc.

Use of Personal Information

Since a primary function of CAFA is to promote communications between advisors in the farming industry, personal contact information collected from members is made available to other members. If you are a member, have applied for membership, or have indicated an interest in CAFA, we may contact you with industry news, membership information, or important services we think you will find valuable.

Another function of CAFA is to give producers within the farming community the opportunity to contact members of CAFA directly. This is done in part by listing members on the “open” section of the CAFA website. In the event you are a member of CAFA and you do not wish to give producers within the farming community the opportunity to contact you, please request the Privacy Officer to remove your name at privacyofficer@cafanet.com

When applying for membership, you also have the option of not sharing your personal contact information with other members. Simply notify us of your wish not to share this information at the time you become a member. If you are already a member and wish to remove your name from the shared member list, you can do so by contacting the Privacy Officer at privacyofficer@cafanet.com.

If you receive correspondence from CAFA and you wish to be removed from our mailing list, we will stop contacting you on request by your emailing us at privacyofficer@cafanet.com, or by you replying to our correspondence directly.

We may disclose information when legally required to do so. In other words, we will disclose information when we in good faith believe that the law requires disclosure for the protection of our legal rights.

Access to Information

You may request access to all your personally identifiable information that we collect online and maintain in our database by emailing the Privacy Officer at privacyofficer@cafanet.com.

If you have any questions about this privacy policy, the practices of this site or your dealings with the website, feel free to email us at privacyofficer@cafanet.com.

Copyright (c) 2010, Canadian Association of Farm Advisors. All rights reserved

 


Errors & Omissions

Members are encouraged to maintain a certain level of Errors and Omissions Insurance (E & O insurance). Many members will have E & O insurance, either because they will have that insurance either for business reasons or because they are required to by other professional associations.


Discipline Policy

The Canadian Association of Farm Advisors (CAFA) Inc. is comprised of a number of member’s whose primary objective is to assist farm business by increasing the skills and knowledge of farm advisors. Most CAFA members have a primary professional designation, and are bound by the Legislation, Rules and By-laws of those organizations, which set out their professional and ethical obligations. Such CAFA members who fail to meet these standards are subject to the complaints and regulatory processes of their respective primary professional designation. Some CAFA members may not have a primary designation.

Complaints against a CAFA member needs to be first addressed with that member. If a satisfactory solution cannot be agreed upon then the complaint can be submitted to CAFA. CAFA cannot help with every type of complaint. If we cannot help with a complaint, we will tell you and try to give you information about other sources of help.

CAFA will not guarantee that the information that you or any other person has provided will remain confidential because:

We must share some or all of the information with the member you are complaining about. We may give copies of documents received from you and any other person to the member and we may share personal information (such as names, addresses and telephone numbers) with the member.

CAFA will, on an annual basis, appoint a Discipline Committee whose membership will consist of one (1) member of the Board of Directors, and at least two (2) and not more than five (5), CAFA members who are not Board members. The committee will establish meetings either in person or by teleconference. Any complaint must be heard by the Discipline Committee not more than twenty-eight (28) days after the complaint is made, and must render a decision in writing within twenty-one (21) days of the hearing date.

Discipline of CAFA Members who have a primary professional designation or license:

  1. Where a complaint is received against the conduct of a CAFA member from members of the public, the complaint shall be in written form and either received by mail or electronic mail. The complaint should clearly specify the nature of the complaint and what aspect of CAFA’s Code of Conduct, that the complaint is being made pursuant to. Copies of any documents that relate to the complaint should be attached.
  1. Where a complaint is received against the conduct of a CAFA member with a professional designation or license, then CAFA will request that the complaint shall first be made to the governing body of that organization by the member of the public making the complaint. CAFA will recognize any form of discipline (other than monetary) and will impose a sanction equal to that imposed by the CAFA member’s governing body. CAFA will not impose financial sanctions.
  1. If the party who files the complaint is dissatisfied with the governing body’s decision, any appeal shall be to the CAFA member’s governing body and not to CAFA.

 

Discipline of CAFA Members who do not have a primary professional designation or license:

  1. There may be circumstances where a CAFA member has significant industry experience and who has been granted membership with CAFA while not having a professional designation or license. In those cases where a complaint is received against the conduct of a CAFA member, the complaint shall be in written form and either received by mail or electronic mail. The complaint should clearly specify the nature of the complaint and what aspect of CAFA’s Code of Conduct that the complaint is being made pursuant to.
  2. In order to deal with those complaints, the matter will be referred to CAFA’s Discipline Committee who will review the complaint to ensure that the CAFA member does not have a primary professional designation or license. If there is no professional designation or license then the Discipline Committee will review the case by holding a hearing and render their written decision. The member’s CAFA membership and certification status may be impacted as a result.

Send the complaint and a copy of any documents that relate to the complaint to either:

a)      The governing body of the organization where the member has a primary professional designation or license; or,

b)      Canadian Association of Farm Advisors

 

PO Box 270
Seven Sisters Falls, Manitoba
R0E 1Y0
Direct:  204-348-3578

CAFA Discipline Committee

Chair:  Amanda Hammell, B. Comm. (Hons.), CAFA National Board
RBC Royal Bank, Hanover, Ontario

Amanda grew up on a cash crop & beef feedlot farm just outside of Brampton, which along with involvement in 4-H and Junior Farmers built the foundation for a career in Ontario agriculture.  She earned a Bachelor of Commerce Degree specializing in Agricultural Business with Honours at the University of Guelph.   Currently Amanda is a Senior Agriculture Account Manager with RBC Royal Bank where her focus is on developing solutions to help clients achieve their business, financial and operational objectives.Amanda has completed the Internship for Young Leaders program.   She has played an active role in various agricultural committees and boards.She sat on the Board of Directors of the Ontario Farm Animal Council and is a member of the Walkerton CAFA chapter.  Amanda currently resides just outside Dobbinton on an active dairy operation.

Andrew Winkless, B.A., LL.B

Brown & Associates Law Office, Carman, Manitoba

Andrew Winkless has been practicing Tax and Succession planning at Brown & Associates Law Office for the last 9 years.  At Law school he received awards for top marks in International Law, Corporate Taxation, and Conflicts of Law.   He has recently authored publications for Manitoba Agriculture, Food and Rural Initiatives on Corporations, Farm Tax and Family Trusts.

Vacant


Code of Professional Conduct

Purpose

Members of the Canadian Association of Farm Advisors (CAFA) Inc. are obligated to maintain the highest standards of professionalism. Members of CAFA come from a variety of professions, many with their own codes of ethics. Membership in CAFA, however, represents a willingness to adhere to the standards of professional conduct outlined below. When a member’s specific professional discipline’s code of ethics calls for a standard of conduct different from the following, whichever code or guideline is the more stringent or more extensive or demands the higher standard and sensitivity will apply.

Clients

-At the outset of an engagement, the farm advisor will state in writing whose interests he or she is representing during the course of the engagement. Should the need arise to revise the definition of “client” during the engagement, this need will be communicated to and negotiated with all appropriate parties and confirmed in writing.

-Members, their organizations and professional associates will keep client information and the identity of the client confidential and will not disclose it without the written consent of the client.

-CAFA members shall act in a client’s best interests.

Professional Conduct

-Members will not represent their education, training, experience, professional credentials and competence, or areas of skill and expertise in a deceptive or misleading manner.

-Members will act with integrity, diligence and competency.

-When a member refers a client to another party, the member will disclose to the client the nature of any business relationship between them or their organization and whether there will be any referral fee or other fee sharing.

-Members agree not to misrepresent their affiliation with the Canadian Association of Farm Advisors nor to imply that being a member of CAFA implies either credentialing or endorsement by CAFA.

-Members will avoid real or perceived conflicts of interest whenever possible and will disclose them to all affected parties.

-Members have an obligation to provide a client with all information obtained in the course of conducting their engagement, which is pertinent to the decisions the client is contemplating.

-Members have a duty to keep current in their professional practices through industry imposed professional development and adhere to the continuing education requirements set forth by CAFA.

-Members, in their professional activities, shall act in a manner that reflects positively on all other CAFA members and will treat all persons fairly.

-Members will recognize and respect intellectual property rights including providing specific acknowledgment of the original authorship and source when publishing or publicly representing another person’s work.

-Members will assist other members in their professional development, where possible and appropriate, and support them in complying with this Code of Professional Ethics.

-Members will respect the development and growth of the field of farm business and will take positive steps to promote the field.

The Code of Professional Conduct (CPC) is part of an overall framework that includes Entrance Requirements and Disciplinary Procedures.