- 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: TD Canada TrustI have been working for TD for 16 years providing financial advice and services from lending products to cash management services to day to day banking. Family has been farming in Canada since 1797. I have been working advising farm families since I started with the bank in 2004 after graduating from the University of Lethbridge. 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: Boys Financial ServicesWilling to do Public Speaking?: YesPublic Speaking Topics:
Anything related to working with farm and small business families on sale, succession, retirement or estate planning
Raised on a mixed farm in England, earned his National Diploma in Agricultural Engineering (Honors) in 1969, emigrated to Canada in 1970, worked in the farm equipment business for 27 years. He started in financial services in 1997, now in his 23rd year as a financial advisor in Central Alberta, as the financial quarterback for farm and small business families. 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: 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 Group Inc.Pierre followed his wife (Keleigh) into the world of management consulting since 1999 and strives to help entrepreneurs reach their maximum potential and capability. As a professional consultant and business coach, he has mentored hundreds of business leaders and works hard to see them succeed. Each client is viewed as unique with individual strengths and challenges, which can benefit from 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... - Company: MNP LLPI 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: Miller Thomson LLPRobert Douglas’ practice focuses on advising clients with respect to wills, estate and trust related matters. He has acted on behalf of clients on a wide variety of corporate, commercial, trust and wills and estates matters ranging from local to international in scope. Rob has earned his Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate 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: 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: 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:
- Farm Succession
- Coproate Insurance
- Income Replacement and Disabilty Insurance
- Investing off the farm and the benefits of Liquidity
- Retirement planning for farmersI have been working in the Financial Planning industry since 2003. II have spent most of my life in the cattle industry, which has given me an added advantage in understanding the unique challenges that farmers and ranchers face. For the majority of my career I have specialized in working with farmers and business owners. I have a strong passion 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: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Accounting & Bookkeeping
Taxation
CAP ProgramI love my job! The majority of my clients are proprietors who operate owner-managed, small to medium-sized businesses. I grew up on grain farm close to Swift Current, Saskatchewan and my spouse was raised on a dairy farm. As such, I understand the agriculture industry, the lifestyle and the business decisions that are required to run a successful operation. My Read more... - Company: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Accounting
TaxAmber began her CPA career in 2012 with Deloitte. Amber obtained her Chartered Accountant designation in 2014 and recently moved to Lethbridge where she joined BDO Lethbridge. Currently Amber works with various small business with a special focus on not for profit and agriculture clients. Amber is very involved in volunteering for her local community and enjoys spending time with 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: Clarity Wealth SolutionsRyan has spent the last fifteen years working with professionals, business owners, farms and families. He views every client situation as unique with specific needs and looks forward to finding a solution together to meet their goals. Prior to working with Clarity, Ryan spent almost a decade working with an investment firm dealing with High-Net Worth clients, business owners, farms 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... - Wayne Logan, an experienced Intellectual Property specialist, leads the firm’s focused area of Blockchain, Cryptocurrency and Smart Contract. He is also co-leader working in the areas of Entertainment and Media law. When you have a question about the blockchain, entertainment and media industries, you can trust Wayne has the answer, or can get it and he will be happy to 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...
- Willing to do Public Speaking?: YesPublic Speaking Topics:
Women & Land Ownership
Agricultural History & the Intergenerational Transfer of the Family Farm
Cultural & Social Environments Impeding the Successful Planning & Implementation of Farm Business Succession PlansDiane McKenzie has recently completed a BA in Psychology at the University of Lethbridge. She has three grown sons and actively ranches with her family. Diane has been involved in the development and management of independent businesses and was a founding member of the Warner Girls Hockey School board. Diane knows that running a family business can be complicated and Read more... - Company: Miller Thomson LLPMichael Morcom acts for lenders and borrowers in corporate finance and mid-market financing transactions. He is the Managing Partner of the Calgary office and a member of the National Executive Committee. Mike has extensive experience in secured transactions and opinion mandates (acting for lenders and borrowers), as well as commercial and residential real estate matters. Michael brings a personable and collaborative Read more...
- Company: Larry Morin Farm & Business PlanningWilling to do Public Speaking?: YesPublic Speaking Topics:
- Transition planning
- Financial management - Company: Miller Thomson, LLPSpencer Norris practices in the areas of bankruptcy and insolvency, commercial litigation, and debt recovery. He is experienced in both creditor and debtor matters as well as shareholder and contractual disputes. 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: Miller Thomson LLPKevin Plowman acts for lenders and borrowers in corporate finance and mid-market financing transactions. He has extensive experience in secured transactions and opinion mandates (acting for lenders and borrowers), commercial real estate matters, and energy/oil and gas matters. Kevin brings a personable and collaborative approach to his practice to achieve accuracy, efficiency, and results for his clients. 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...
- I am currently a student at Olds College taking Agricultural Management. I plan on taking a Bachelor’s degree working towards becoming a farm advisor. 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...
- Company: Clarity Wealth SolutionsRoland has spent over twenty years dealing with professionals and business owners and almost fourteen years in financial services. He has worked with clients ranging from individuals and business owners to some of the largest Fortune 500 companies in North America. Prior to joining Clarity, Roland spent almost a decade in sales and management with a large private firm. He 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: 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: Miller Thomson LLPTerry Warner is a financial services and insolvency lawyer who practices primarily in corporate and commercial litigation; personal and corporate bankruptcy; and commercial insolvency, receivership, and collections. He specializes in the financial reorganization of insolvent corporations under insolvency legislation and in the structural reorganization of corporations under the Business Corporations Act. Terry has participated in numerous major commercial transactions involving 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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