The Edmonton Chapter Chair is Art Lange
780-467-6048
art@ajlconsulting.ca
- 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: 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: 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 experience in marketing, sales expertise in Life Insurance, Retirement planning and Estate planning. In addition, I have worked 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: 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: 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: 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: 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... - 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: 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: 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: 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: 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: 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...
