Chapter Chair is Mike Menzi, FCC
519-291-3450 michael.menzi@fcc.ca
Chapter Executive:
Dan Murtha, CIBC
Adam Cronin, BDO Canada LLP
Michelle Jackson, Allied Associates CPAs LLP
- Company: Ward & Uptigrove Chartered Professional AccountantsBrad was born in Bowmanville and lived there for 18 years before moving to Listowel with his family in 2003. He graduated with an Honors Bachelor of Accounting degree in 2008. Brad worked at BDO Canada for three and a half years in audit and assurance, where he gained valuable experience in financial statement and tax return preparation. He obtained Read more...
- Company: MNP LLPLarry provides accounting, tax and advisory services to clients in agriculture, including cash crop, the pork industry, dairy, boiler and other supply managed operations. He also extensively provides succession and estate planning services to clients wishing to pass their farms on to the next generation. Read more...
- Company: PTMG LLP Chartered Professional AccountantsKen graduated from the Honours Bachelor of Commerce program at McMaster University in 1991. Ken received his Chartered Accountant designation in 1993 while articling with a national public accounting firm. Ken has resided in the local area for most of his life and has now practiced in the area since 1998. Member: CPA Ontario Read more...
- Company: R.T. Bolton & Son5th Generation farmer, select seed grower and processor. U of Guelph grad, P.Eng., Canadian Securities Course, ICD. D Read more...
- Company: MNP LLPJordan has worked in public accounting since 1999, obtained his Certified General Accountant designation in 2007, and was promoted to Partner in 2017. He successfully completed the CICA In-Depth Tax Course in 2016. Jordan provides accounting, tax and consulting services to a wide variety of agriculture and agri-business, manufacturing, construction and other owner-managed businesses. Jordan also applies his extensive knowledge Read more...
- Company: RBC Royal BankKerri joined RBC as an Agricultural Account Manager in 2016 and has provided business banking and financing solutions to primary agricultural operations across South-West Ontario and works out of the Elmira & Listowel offices. Kerri earned a Bachelor’s of Arts in Social Development Studies specializing in Social Work from the University of Waterloo in 2014. Kerri is currently a candidate Read more...
- Cameron is a business graduate from the school of Management at George Mason University in Fairfax, Virginia where he was on a swimming scholarship 1999 – 2003 and represented Canada and his University on the World stage for much of his life. He was a resident member of the Canadian National Team in Waterloo ON before retiring in 2003 with Read more...
- Company: BDO Canada LLPI am a senior accountant at BDO Canada LLP. I prepare financial statements primarily for agricultural and not-for-profit clients. I grew up on a farm as a child. Although my family did not own the farm I helped with some chores as a kid. I began developing more knowledge of the farming industry as I began working closely with farming Read more...
- Company: Synergize Family Business ConsultingAdvisor & Facilitator for Business Families & Private Companies. Together, Building Succesful Businesses and Strong Families. We bring extensive education and experience, along with an in-depth understanding of the field of Family Enterprise. Using research-based tools and processes, and a unique, customized, family-specific approach, we specialize in Family Business Transition, Family Facilitation, and Strategic Business Planning. We begin with the Read more...
- Company: Allied Associates LLP, Chartered Professional AccountantsJordan grew up in Grey County and obtained his Business Administrative Accounting Diploma from Fanshawe College in 2004. He joined Allied Associates LLP in 2005 as a Staff Accountant in the London office and in 2008 he assumed the position of Accounting Advisor in Perth County. He achieved CPA, CGA designation in 2014. Jordan has extensive knowledge in the areas Read more...
- Company: Definition FinancialFor over 25 years, Tim Duquette has been helping individuals, farm families and businesses, grow and protect their wealth. Working with a network of highly skilled professionals, Tim specializes in Estate, Tax, and Succession Planning Strategies. His holistic, integrated approach to wealth management both simplifies and enhances the quality of his clients’ lives. Helping people achieve their lifestyle and legacy Read more...
- Company: Famme & Co. Professional CorporationWilling to do Public Speaking?: YesPublic Speaking Topics:
Taxation
Farm Taxation
Financial management
Estate planning
SuccessionFranklin Famme is a senior officer and director of Famme & Co. Professional Corporation, a chartered professional accounting firm with offices in Stratford, St. Marys and London. Famme & Co. has been a pillar of the business community in Stratford for 70 years with its strengths lying in a talented staff compliment and its commitment to the community. Mr. Famme Read more... - Company: PTMG LLP Chartered Professional AccountantsRon graduated from the Honours Bachelor of Business Administration program at Wilfred Laurier University in 1987. After articling with a national accounting firm, Ron received his Chartered Accountant designation in 1989. He moved to Exeter in 1988, and joined the firm in 1989. Ron’s rural background blends itself naturally to the agricultural component of our practice and he currently manages Read more...
- Company: MNP LLPGrew up on a hog farm outside Lucknow Ontario Currently own a broiler chicken farm with my husband and 2 (soon to be 3) kids Completed a BBA from Brock University in April 2007 Worked for MNP Since June 2007. Completed CPA CGA in Sept 2015 Work extensively with bookkeeping training and reviewing Preparation of financial statements for Ag Clients Read more...
- Company: Allied Associates LLP, Chartered Professional AccountantsMichelle grew up on her family’s farm near Thorndale. She is a graduate of the University of Guelph with a diploma in agriculture. She also obtained a diploma in Business Accounting from Fanshawe College. Michelle joined Allied in 2012 as a Staff Accountant and is now the Accounting Advisor for Huron County. She is a certified advisor fo r the Read more...
- Company: Connor, Clark & Lunn Private Capital Ltd.Willing to do Public Speaking?: YesPublic Speaking Topics:
-Diversifying your assets
- Strategic Philanthropy
- Working collaboratively with trusted advisorsCandice has over 15 years of experience in the financial industry. Prior to joining CC&L Private Capital, roles at Pembroke Private Wealth Management and HSBC Global Asset Management demonstrated Candice’s ability to support private clients and foundations across Canada. She is focused on helping charitable foundations and high net worth clients—including women, entrepreneurs and families—achieve their long-term financial goals. Strategic Read more... - Company: PTMG LLP, Chartered Professional AccountantsJeff Masse started his career in accounting with PTMG LLP in 2004 as a summer student, took a 10 year break while attending school and working in Kitchener-Waterloo, then returned with his family to the Exeter area in 2014 to join the PTMG team. Jeff graduated from the double degree Honours Bachelor of Business Administration (Wilfrid Laurier University) and Honours Read more...
- Company: Ward and Uptigrove Chartered Professional AccountantsJen grew up in Listowel and graduated from Wilfred Laurier. In 2005, she obtained her CA ddesignation. She worked at large accounting firms until she returned to her roots and joined Ward & Uptigrove in 2009. Through her work experience and education, she has gathered extensive knowledge in agriculture and accounting. She was appointed principal in 2011. She lives with Read more...
- Company: Monteith Ritsma Phillips Professional CorporationWilling to do Public Speaking?: YesCate grew up on a dairy farm near Embro, Ontario and continues to be actively involved in her family’s dairy operation. She owns a number of cattle under the Catidid prefix. Cate attended the University of Guelph where she studied Animal Science and obtained a bachelor of Science in Agriculture. She then completed a Masters of Science at the Ontario Read more...
- Company: Ward & Uptigrove Chartered Professional AccountantsAlicia graduated with a Bachelor of Business Administration from Wilfrid Laurier University in 2008. Alicia spent one coop term in a management accounting position with a horticultural company and the following two terms at a public accounting firm. After graduation she began her career with a national accounting firm and earned her CA designation in 2011. Alicia gained experience with Read more...
- As Vice President Agriculture for RBC, Lorna leads a team of Agricultural Account Managers spanning from Exeter to Leamington. Lorna has worked in business finance for over 20 years with a focus on Agriculture and Agri-business. Her experience also encompassed a broad range of Commercial lending, including, industrial products and lumber. Lorna resides on a crop farm outside Seaforth, Read more...
- Company: Farm Credit CanadaRaised on a Dairy / Crop Operation in Huron County. Attended the University of Guelph and since graduating have been working for Farm Credit Canada for last 15 yrs in lending and my current role a Manager of Business Development. Financial analysis and planning Business planning and review I have been working in financial analysis and lending for over 15 Read more...
- Company: RBC Dominion SecuritiesAllison was born and raised on a dairy farm in Bornholm Ontario, and has been involved in rural and agricultural landscapes her whole life. Mix her background in agriculture with her passion for financial services and she is proud to be your “City Suit with Rural Roots!” In 2017, she joined the Buchanan Group of RBC Dominion Securities based in Read more...
- Company: Nesbitt Financial Strategies Inc.Ken Nesbitt has over 30 years’ experience in the financial industry, formerly as a senior partner with Deichert Nesbitt Financial Strategies and is now the owner of Nesbitt Financial Strategies Inc. As a Financial Planner, Ken’s background includes a special expertise in retirement, estate and succession planning. He prides himself in his ability to leverage the resources of various investment Read more...
- Company: HT & C Mutual Insurance CompanyHT&C Mutual is a proud member of the Mutual Insurance industry. We work locally to serve our members offering them personalized insurance needs. We specialize in Property, Automobile, Farm & Commercial insurance solutions. Read more...
- Company: Monteith Ritsma Phillips Professional CorporationAndrew’s goal is to provide you with quality legal services in a timely fashion. Andrew and his wife Jackie grew up in Perth County, he attended Mitchell Public School and Mitchell District High School. Andrew is a partner with the firm. He has an undergraduate degree in History from the University of Waterloo and a Law degree from Read more...
- Company: Ken Pinder Professional CorporationAccountant Management Consultant Succession Tax Trust Read more...
- Company: PTMG LLP Chartered Professional AccountantsJilleana Poortinga has lived in the Exeter area for most of her life. She graduated with an Honours Bachelor of Business Administration from Wilfrid Laurier University. After graduating with honours, she went on to obtain her CA (Chartered Accountant) and CPA (Chartered Professional Accountant) designations, successfully passing the national exams as one of the top 50 candidates in Canada. Jilleana has Read more...
- Company: Trillium Insurance MutualI have worked in the insurance industry for over 20 years with my primary focus on underwriting agricultural risks. I am graduate of the Advanced Agricultural Leadership Program and have completed the Certified Insurance Professional (CIP) designation along with Certified Risk Management (CRM) Program. My husband and I along with our two daughters farm just outside of Listowel, ON. Read more...
- Company: MNP LLPWill Sheard is a Consultant with MNP’s Farm Management Consulting Team in Stratford, Ontario. Will serves primary producers and farm businesses striving to bring their operation to the next level of success. Will brings a deep understanding of agriculture with a background as a farmer, a commodity marketing agent, and as a research and extension lead for agricultural development in Read more...
- Company: Ward & Uptigrove Chartered Professional AccountantsJeff earned his Bachelor of Accounting and Financial Management (BAFM) and Master of Accounting (MAcc) degrees at the University of Waterloo. Following his graduation in 2009, Jeff worked as a tax specialist at a national accounting firm where he earned his CPA, CA designation in 2011. Jeff joined Ward & Uptigrove in 2017. He prides himself on taking a tailored Read more...
- Company: Famme & Co. Professional CorporationStephen grew up on a dairy farm outside of Seaforth, Ontario, graduated from Brock University in 2000 and obtained his CA designation in 2001. He has worked at Famme & Co in Stratford full time since 2000 and became a partner of the firm in 2008. Stephen’s client base is primarily agricultural and agribusiness Read more...
- Company: PTMG LLP Chartered Professional AccountantsDave graduated from the Business School at Brock University in 1991 with a Bachelor of Business Economics. Dave received his Chartered Accountant designation in 1999 and currently resides in Kippen. Dave’s client base consists primarily of owner / operator businesses with a special interest in agriculture as a result of his rural background. Member: CPA Ontario Read more...
- Company: MNP LLPBrittany has worked in public accounting since 2005 and obtained her Certified General Accountants designation in 2015. Brittany provides accounting services, financial statement and tax preparation for a wide variety of agricultural, construction and owner-managed businesses. Member: CPA Ontario Read more...
