All Fraser Valley

Lyndon is part of Manning Elliott’s tax team and his focus is on identifying tax risks and solutions for our private company clients, especially in the areas of tax planning, estate planning and compliance.  Although his clients are involved with a wide range of industries, most are in agriculture, construction and manufacturing. Keeping apprised of tax rules that are in Read more...

Brad is an astute businessperson. His life’s passion of serving within the non-profit sector and helping people to give back are key to his role with Abundance Canada. He aligns his personal values of faith, respect and integrity with his passion for finding creative solutions to assist his clients with their charitable giving.   Prior to joining Abundance Canada, Brad Read more...

Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and family wealth continuity services. About Rick He is committed to helping business families create a roadmap for successfully transferring their entrepreneurship and economic wealth across multiple family generations.  Rick works extensively with family enterprises, providing owners with business advisory and business transition planning services. Rick is Read more...

Bryan is a member of our Tax Department with expertise in personal and corporate income tax planning and estate and succession planning. He is particularly focused on providing timely and effective tax advice to privately held businesses and their shareholders. In addition, Bryan is experienced in dealing with the cross-border structuring issues that arise for foreign companies wishing to establish Read more...

Kim Inglis, BCom, CIM, PFP, FCSI, CAFA Portfolio Manager Kim is the founder of Inglis Private Investment Counsel, a financial advisory practice within Raymond James Ltd. She collaborates with families, entrepreneurs, corporations, and charities to achieve their financial goals. Kim obtained her Bachelor of Commerce from the University of Victoria. Her entrepreneurial spirit drew her to the financial services industry, where Read more...

When it comes to building meaningful relationships, Katherine believes that love, kindness and empathy are winning combinations. In her role at Abundance Canada, she brings more than three decades of experience working with notable charities, such as Habitat for Humanity, Heart & Stroke Foundation & most recently, 4-H Ontario. Katherine is a member of the Canadian Association of Gift Planners Read more...

“Everyday, a Family Farm Team, somewhere, is gripped with despair, anxiety, anger and hopelessness, as they ‘live’ their relationships and communication style that has developed over time.  It does not have to be that way.  In fact it must not be that way and it cannot go on that way. We’d like to believe that our Family Business Team doesn’t Read more...

Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner® (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management Advisor (FMA) and a Certified Executor Advisor (CEA). Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients Read more...