- Company: ATB FinancialWilling to do Public Speaking?: YesPublic Speaking Topics:
Agriculture lending
Managing cash flow
Managing your financial risk
Farm succession planningI carry the outrageous belief that banking can change people’s lives for the better. I am a Business and Agriculture lender, I am grateful that my role gives me an opportunity to be ever loyal to my customers, relentlessly inventive and steadfastly genuine in ATB’s pursuit of Albertan’s greater good. We want to make banking work for Albertans, by doing Read more... - Company: Spire Partners Inc.Growing up on a dairy farm in Alberta was inspiring. Learning to adapt and problem solve was an essential part of life. My passion today is helping people address their financial concerns. With over 25 years of providing solutions I strive to stay on top of the ever changing financial landscape. I never admit to having all the answers but Read more...
- Company: Bob Beach Insurance Inc.Expertise Insurance Investment Retirement Planning & Succession Business Particulars Specialist, Farm Estate & Retirement Plans Bob Beach Insurance Inc. Read more...
- Company: McCuaig Desrochers LLPI am from the Peace River area (Northern Alberta). I completed an undergrad at the University of Alberta in Sociology & Environmental & Conservation Science. Then, I completed a J.D. in Law at the University of Ottawa. I returned to Alberta for my Law Article sat McCuaig Desrochers LLP in Edmonton, and I have been practising law at McCuaig Desrochers Read more...
- Company: Farm Credit CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
- Farm Transition & Estate Planning
- Business Structures for farm Transition
- Farm Business & EconomicsJoel helps primary producers and farm families make decisions on transition planning, farm management and business structures. With his extensive agriculture and financial background, he works with entrepreneurs, and agriculture industry advisors to create solid business and transition plans. Joel continues to farm in Sturgeon County, Alberta, with his family. Joel holds a degree in commerce and management from MacEwan Read more... - Company: LifeLegacy Wealth Management Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
- Value of Fully Integrated Financial Advice
- Farm Succession & Intergenerational Transfers
- Retirement Planning
- Estate Planning & PreservationI am the president and co-founder of LifeLegacy Wealth Management Inc. an independent fee-for-service financial planning firm located in Red Deer, Alberta. We offer comprehensive financial planning services to our clients on a fully integrated basis (i.e. includes personal, corporate and family trusts). Our clientele is comprised of farmers, business owners, professionals and retirees. Services include: Investment Planning (Investment Management Read more... - Company: Cody & Company Law OfficeWilling to do Public Speaking?: YesPublic Speaking Topics:
Succession planning
Agribusiness
ContractsI am a lawyer practicing in the town of Olds. My practice is a general practice with a significant portion of the practice devoted to agriculture/farm/rural concerns including land leasing, purchases and sales, succession planning and livestock related issues. I have been practicing in these areas of law and in Central Alberta for 10 years. In that time I have Read more... - Company: Advance Communications Ltd.Willing to do Public Speaking?: YesAdvance Communications Ltd. Expertise Educator Family Coach Human Resources Management Consultant Mediator / Facilitator Public Speaker Succession Read more...
- Company: Cows in Control Inc.25 year experience managing large farm and ranching operations. History in various levels of the beef industry in cow/calf production, feedlot, backgrounding and prior experience in international beef production chain. Was Cattle Director for One Earth Farms in Saskatchewan, 8800 cows on 8 different operations, I designed the program, pitched and raised funds for its development. Prior experience was managing Read more...
- Company: ClearThink GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
Agritourism
Strategy & MarketingClearThink™ Group is a woman founded and owned, management consultancy, since 1992. Together, the Group has achieved international recognition by their peers by receiving the Constantinus ICMCI-Global Consulting Silver Award 2018, Milan, Italy for development of the “Back to Business Coaching Program” as a result of the 2016 Wildfires in Fort McMurray, International Council of Management Consulting Institutes (CMC-Global); and Read more... - Company: Abundance CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
How Philanthropy Is Good For Business
Benefits of Donating Publicly Traded Securities and Private Company Shares
Starting Your Own Foundation Inside a Public Foundation
Kevin is a Certified Financial Planner ® professional and his affiliations include the Estate Planning Council of Calgary and the Canadian Association of Gift Planners. Kevin is an active member of his community, coaching minor hockey. Faith, family and fun describe Kevin’s core values. He enjoys family vacations, and is an avid sports enthusiast. In collaboration with their professional advisors, Read more... - I practice with a regional firm of Chartered Accountants specializing in the agricultural sector, I have a CFP and CMA designation. I have worked closely with all sizes of farms and have addressed a variety of issues including reorganizations, succession planning, cash flows, financial reporting and tax issues. Expertise I provide accounting, financial, tax, and succession planning with farm families Read more...
- Company: Abundance CanadaPeter Dryden Prior to joining Abundance Canada in 2014, Peter served in the corporate world spanning 22 years with Dell Inc., Royal Bank of Canada and Ambrose University, in areas of project and team management, customer experience and support, global quality and process management and information technology. He is married, with two adult children in university, and is actively involved Read more...
- Company: RBC Dominion Securities Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Agribusiness Succession Planning
General Economic Forecasting
Comprehensive Financial Planning
Utilizing Insurance Strategies to Minimize TaxesCraig works closely with his clients to ensure he understands their goals and help them achieve their financial objectives. Providing professional wealth management advice through financial planning first and combining it with personalized insurance and investment solutions, you can be sure every facet of your wealth management needs will be met. Craig is a believer in lifelong learning, and has Read more... - Company: MNP LLPI grew up on a grain farm in Northern Alberta and began working at MNP in 2004 after graduating from the University of Lethbridge. I obtained my Chartered Professional Accountant designation (CPA, CA) in 2009. The majority of agricultural clients that I deal with are owner managed operations and small to medium sized incorporations. Member: CPA Alberta Read more...
- Company: Metrix Group LLPMichael Epp is a partner with Metrix Group LLP, working from its Edmonton, Lloydminster, and Whitecourt offices. Michael has a rich history of volunteer service to his community and his profession. He is married, and has five children and several grandchildren, with whom he enjoys sharing his passion for boating and watersports. Michael Epp’s practice includes audit-engagement assurance services for Read more...
- Company: PPII have been helping insurance professionals, brokers, financial planners and in turn Canadians manage risk and plan for a prosperous future since 1994. My unique combination of experience, education and honesty has helped me develop successful strategies and results. I have extensive expertise in Life Insurance, Retirement planning and Estate planning. In addition, I have worked in Business Succession planning, Read more...
- Company: Daye & Partners Chartered AccountantsJoined Daye & Partners in January 2013. Rebecca brings 10 years of professional experience, including 6 years of specialized tax experience. Her focus is in the Agricultural sector, however she has many years of experience assisting clients in various industries. She also brings experience in : implementation of inter vivos and testamentary trusts to achieve personal and financial objectives in Read more...
- Company: Felesky Flynn LLPWith over 25 years of tax experience, John specializes in tax planning, estate planning and dispute resolution for private corporations and family farm organizations. He holds his Bachelor of Laws, along with his Chartered Professional Accountant (CPA, CA), Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP) designations. John lends his wealth of knowledge as a regular presenter at Read more...
- Company: Avail LPI joined Avail CPA in January 2016 after graduating from the University of Lethbridge with a Bachelor of Management with a major in Accounting. I am currently a part of the Avail Agriculture Team and enjoy expanding my knowledge in the agribusiness sector. Read more...
- Company: Gilchrist ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
Agrology
Surface rightsGraham Gilchrist is a Professional Agrologist with over 30 years of experience serving the needs of rural Alberta. Graham has a B.Sc. in Agricultural Business from Montana State University. Graham spent 25 years with the Alberta civil service and rose to serving Albertans as the as the Province’s Assistant Farmers’ Advocate and Assistant Property Rights Advocate. Now as principal of Read more... - Company: FCCWilling to do Public Speaking?: YesPublic Speaking Topics:
- Transition & Estate Planning
- Female Perspective on Transition Planning
- Family Farm or farm Family?Annessa comes to FCC from GRS Consulting Ltd. (GRS), her family’s succession planning consulting company. She attended Mount Royal University, specializing in supply chain management, giving her unique insight into operational functionality on family farms. Annessa recently moved back to the family farm and is currently going through her own succession rollercoaster. This experience has given her personal insight that Read more... - Company: RBC Dominion SecuritiesWilling to do Public Speaking?: YesPublic Speaking Topics:
Retiring as farmer has unique challenges
The 3 circles your family needs to be aware of
Kick-starting the next generation on your operation
Investment in land versus stocks
Treat your farm like the corporate entity it isShawn loves the challenge of helping his clients strategize and work through the complex situations they face. Having gone through several market cycles since joining the industry in 1997, Shawn has developed a highly structured process and a steady hand to guide his clients through uncertain economic times. As a licensed Portfolio Manager, Shawn is held to the highest professional Read more... - Company: ADVICO AdvisoryLukas began with ADVICO in 2019 and has made it a priority to ensure the client’s needs are being met. Working as an advisor, his role is to liaison with clients and help develop strategies that will benefit the client long-term. Lukas comes from a diverse professional background, having worked in many different industries. Lukas completed a degree in International Read more...
- Company: Felesky Flynn LLPAs managing partner for Edmonton and Saskatoon, Jeremy’s practice covers a broad spectrum of tax law, including tax planning, GST/HST matters, reorganizations and mergers. Jeremy graduated from the University of Alberta in 2004 with a combined LL.B/MBA degree, where he received a variety of academic awards. Prior to joining Felesky Flynn in 2007, he clerked at the Federal Court of Read more...
- Company: MNP LLPAaron received his Bachelor of Management (Finance) degree from the University of Lethbridge in 1997. Dedicated to his community, he remains involved with his family’s farm. He is also committed to staying current on trends within the Ag sector and is an active member of the Tiffin Conference Committee,, the Lethbridge College Agriculture Technology Committee, the Canadian Consulting Agrologists and CMC Read more...
- Company: KPMG LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
- Farm succession planning
- Tax planning
- Estate planningRiley grew up on a farm near Lomond, Alberta and continues to be involved on the farm while working at KPMG. He is passionate about giving the appropriate advice to agricultural clients based on his practical experience on the farm and technical knowledge developed at KPMG. Riley provides corporate and personal income tax advisory and tax compliance services to clients. Read more... - Company: New Farm ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Business and Estate Succession Planning.
Business Reorganizations
Professional CollaborationsWho I am: I’m a Certified Business Facilitator, an Estate Preservation Consultant and Professional Planning Advisor. I am not a farm crops management advisor. But… I am a member in good standing with the Canadian Association of Farm Advisors (CAFA). I have a dozen testimonials from clients and professional colleagues including lawyers, accountants and financial services advisors. Read more... - Company: Real Estate CentreI grew up in a farming community in the Netherlands until my parents decided to immigrate to Canada in the year 2000, with the help of one of our respected team members, who we have with us today! After completing High School I worked for several years in the field of accounting. For those that know me, I like to Read more...
- Company: Jacobsen Financial Consulting Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Corporate Insurance
Succession Planning
Investing off the farm
-I grew up on a working ranch, at 21 married a rancher and spent the last 20 years learning how to make the farm viable. I have been in the investment and insurance industry since 2003 and love every minute of it. I enjoy helping my clients plan ahead, not only for retirement and everyday life, but finding ways to Read more... - Company: ADVICO Financial Planning GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate equalization
Insurance for your farm
Succession PlanningRyan has over 15 years of financial service experience and specializes in working with corporations and business owners in areas of investment, protection and succession planning. He obtained his Certified Financial Planner (CFP) designation in 2010 and Chartered Life Underwriter (CLU) designation in 2015 and is an active member of the Canadian Association of Life Underwriters (CALU). Ryan continuously looks Read more... - Company: Avail CPAI am a Chartered Professional Accountant and manager at Avail CPA in Lethbridge and my focus is working with agricultural producers of all types. I have been with Avail CPA for over 5 years and have enjoyed helping clients achieve their goals and fix their issues. My personal experience with agriculture started with my grandparent’s farm near Nanton, Alberta, where Read more...
- Company: ITI Financial Inc.Wendall was born & raised in Manitoba on the family farm followed by eight years managing a country Grain Elevator. His Ag background gave Wendall a great foundation for his financial practice, with a keen interest in serving farm families. He and his wife moved their family to Medicine Hat, where they raised their two children. After twenty-nine years of Read more...
- Company: McCuaig Desrochers LLPJustin Kingston is a Partner with McCuaig Desrochers practicing in the areas of corporate and commercial, estate planning and administration, real estate and employment. He is fluent in French and English. Member: Law Society of Alberta Read more...
- Company: AJL ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
Can You Afford to Buy that Next Big Purchase? - Analyzing Your Financial & Management Situation Before You Buy
Bridging Generations: Farm Succession/Transition Planning
Specialized Business Planning for Beginning Farmers
Ways & Means for Those with Financial ChallengesI have worked in the agriculture industry in Alberta all my life. I obtained a BSc in Agriculture at the U of A and then worked in the private sector, federal and provincial governments in Since 2004 I have worked as a farm business consultant doing financial analysis and writing business and succession plans and helping farmers with financial challenges. Read more... - I have worked closely with all sizes of farms and agribusinesses and have addressed a variety of issues including planning, reorganizations, succession planning, and financial insight. Expertise I take great pride in helping clients to achieve their vision and goals for their farm and agribusiness. I focus on building trust relationships with clients and deliver practical business solutions. I provide Read more...
- Company: RBC Dominion SecuritiesThe Marsh Wealth Management team of RBC Dominion Securities will provide Financial Advice You Can Trust. Rural Alberta is a dispersed place. Finding an investment advisor who is qualified, who understands your situation and knows how to achieve your goals can be overwhelming. With Marsh Wealth Management Group we offer guidance through a diverse team of specialists and community network. Read more...
- Company: McKenzie Hereford Farms/ Diane McKenzieWilling to do Public Speaking?: YesPublic Speaking Topics:
*Women's inclusion and participation in agriculture.
*Women and land ownership
*Diversity and inclusion in agriculture
*Women and agricultural business
*Farm perceptions and planning of generational transfers of family farmsDiane McKenzie is a farmer from Southern Alberta and recently earned her MA in Cultural, Social and Political Thought from the University of Lethbridge. Her research focus was on women who farm and the intergenerational transfer of family farms. She actively farms with her family and brings an insider view to her research and to advancing women’s involvement in agriculture Read more... - Company: Larry Morin Farm & Business PlanningWilling to do Public Speaking?: YesPublic Speaking Topics:
-Succession/ Transition planning
- Financial planning for Farms - Company: Powell & Partners WealthLicensed in 2016, focusing on life insurance and now switching my focus to investments with segregated funds. Also working on CFP designation. Family man with 6 year old daughter. Love being outdoors in all seasons. Lots of family in farming and ranching and want to help with good advice and education. Member: Alberta Insurance Council Read more...
- Company: MNP LLPNational Director, Primary Producers, Agriculture Stuart Person, CPA, CA, is the National Director of Primary Producers with MNP’s Agricultural Services, located in the Edmonton office. Stuart has more than 25 years of experience in agriculture, specializing in the grain industry. Passionate about the industry, he grew up on a grain farm and continues to participate as a producer himself, which Read more...
- Company: Jacobsen Financial Consulting Inc.Craig comes to Jacobsen Financial with a fresh approach and focus on current trends in the industry; keeping Jacobsen Financial at the forefront of this ever changing environment. Craig was raised on a cattle farm north of Stettler, and brings a solid understanding of both business and agricultural planning needs. He has a sincere passion for financial education and enjoys Read more...
- Company: Powell & Partners WealthBorn and raised on a livestock and grain farm in Saskatchewan, as part of a family farm everybody learned to work. I am second generation farm planner as I grew up with both of my parents were advisors working with farmers. I started as an insurance advisor in 1980 working with anybody that would listen. It did not take long Read more...
- Company: ADVICO AdvisoryMark has been involved in the financial services industry since 2014, with a specialization in working with farmers, corporations, and business owners in general. Mark has a finance degree, is a Certified Health Specialist (CHS), and recently completed his Certified Financial Planner (CFP) designation. Mark is also enrolled in the Chartered Life Underwriter (CLU) designation, beginning in 2021. ADVICO has Read more...
- Company: FNC SereconWilling to do Public Speaking?: YesPublic Speaking Topics:
- Farmland Management for Absentee Owners
- Farmland Price Trends
- Land Options in Farm Transition/ SuccessionJim’s background is business development, marketing and consulting in both the agriculture and technology sectors. Jim has worked extensively with Serecon in the past and is responsible for the continued development of FNC Serecon’s practice and client base. A graduate of agriculture at the University of Manitoba, Jim grew up on a farm in southwestern Manitoba. Member: Alberta institute of Read more... - Company: Grand Forks Farms Ltd.I grew up in Southern Alberta on a mixed crop potato farm. In 2013 I graduated from Lethbridge College with a Diploma in Agriculture Technology and was hired at Scotia Bank in Taber as a Customer Service Representative. I moved to Medicine Hat in 2015 where I passed my level one insurance license. I complimented my time in personal lines Read more...
- Company: Kingston Ross Pasnak LLPAllan Sawiak joined Kingston Ross Pasnak LLP in 2000. As a Tax Partner, Allan specializes in the area of taxation with a focus on agricultural tax, family farmland and estate planning, as well as government agricultural programs. His expertise involves helping owners through different stages of the business cycle including acquisitions, divestitures and succession planning. Education: • Numerous CICA and Read more...
- I am a lawyer and partner at McCuaig Desrochers LLP law firm. We are one of the oldest firms in Alberta with long-standing roots in Edmonton and northern Alberta. I am a life long Albertan with rural roots, my parents growing up in Round Hill (dad) and Barrhead (mom). I really enjoy working with Agribusiness clients with their unique blend Read more...
- Company: Cody & Company Law OfficeMember: Law Society of Alberta Read more...
- Licensed Life and A&S agent with 13 years experience. Member: AIC Read more...
- Company: MNP LLPDarren Swann is a senior tax manager for MNP LLP. Darren works with the MNP specialty tax group providing specialized tax services for various clients with a focus of providing tax services for MNP’s Agricultural clients. Darren has been providing tax advice to farmers and business owners for over 10 years. He has helped many clients navigate through the Read more...
- Company: ADVICO AdvisoryKyle has 17 years of financial services experience, with a focus on listening and understanding his clients unique needs to create custom solutions and strategies that will help them achieve their financial goals. He specializes and has extensive experience working with business owners and incorporated professionals in areas of tax planning, buy/sell agreements, and succession planning. He is a graduate Read more...
- Company: Alect EnterprisesI am president of Alect Seeds, a family run seed production and retail business in Three Hills AB. I began farming full time in 2011 with my parents and in 2015 we began a formal succession process. In my day to day work as a seed retailer, I help farmers choose the best seed varieties and crop types for their Read more...
- Company: McCuaig Desrochers LLPShaun Wetmore became an associate at McCuaig Desrochers LLP in July 2014 after completed his articles with the firm. He practices in a wide range of areas of law including, agribusiness, civil litigation, family, wills and estates, construction and commercial law. Shaun has a particular interest in all farm related issues and is a member of McCuaig Desrochers LLP’s Agribusiness Read more...
- Company: Katalac professional Services Inc.Brian keeps current on all Corporate, Personal, and agricultural programs and government regulations. Can help with Farm succession planning, financial statements, financial analysis. Grew up on a mixed farming operation and farmed myself for 15 years. He had been working with farm businesses for over 30 years. Was a CFBAS advisor (Canadian Farm Business Advisory Service) for several years compiling Read more...
- Company: MNP LLPRaised on a grain farm, Mark continues to manage his own farm business. This hands-on experience, combined with 14 years of industry experience and formal training, has given Mark the industry insight his clients need to resolve their most complex business issues. Working with farmers and agribusinesses one-on-one, Mark helps them optimize production and improve their overall profitability by objectively Read more...
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