PARKLAND Farm Advisor Meeting
October 28 @ 9:00 am - 10:30 am
RSVP by Monday October 26 to Denise@filipchuckmanagement.com
Early in Ray’s 25-year financial planning career, he recognized that a farmer’s needs in terms of planning were far more complex than the average persons. Ray’s previous farming experience having been part of a family farm unit, made him especially sensitive to the notion that helping a farm family prepare for an exit into retirement or succession was a bigger challenge than simply positioning an investment portfolio, life insurance policy or modifying a business structure. Successful transitions required a combination of a healthy family dynamics, financial literacy, business acumen and the respect for and adoption of professional advice.
Ray went to high school in Rockglen, Sk., and farmed with his parents near the West shore of Fife Lake until 1987, after which the farm successfully transitioned to his sister and brother-in-law. During his farming experience, he also worked off farm in direct sales and as a partner in a fledgling personal computer business. He entered the financial industry in 1993 and holds a variety of financial planning and related certifications.
He will speak on the challenges farm families face in transition and exit planning, why they procrastinate, and the development of a unique planning strategy that helps them overcome the fear, complexity and change that transition planning often requires.
Brooks Mack, B. Comm., LL.B.
After receiving degrees in Commerce and Law from the University of Saskatchewan, Brooks practiced law at a national law firm in Calgary, Alberta. Following his return to his hometown of Langenburg, Saskatchewan, in 2010, Brooks practiced with Donald H. Layh (now, the Honourable Justice Layh) and in 2014, took over Justice Layh’s practice. The office of Brooks Mack Law focuses on the practice areas of real estate, corporate transactions, commercial transactions, estates and estate planning and debt collection. In addition task specific engagements, Brooks routinely provides training to secured creditors across the Province of Saskatchewan on the topics of lending and debt collection.
Brooks will be discussing personal property security agreements – both their use and their enforcement.