- Company: BDO Canada LLPLisa is a senior manager at BDO Canada LLP, where she works out of the Virden, Erickson, and Brandon, Manitoba offices as well as the Redvers, Saskatchewan office. Lisa started in public practice in 2008, receiving her accounting designation in 2012. Over the last 13 years, Lisa has focused on farm planning, taxation, and accounting to provide the best resources Read more...
- Company: Manitoba AgricultureRoy Arnott has been with Manitoba Agriculture for 22 years, working as an Ag Rep and Farm Management Specialist located in Killarney, Manitoba. Roy and his wife Marilynn have two daughters, one in grade 12 and the other in third year university in Winnipeg. Family time is filled with coaching girls softball, camping, kayaking, paddleboards, hiking, skiing and occasionally crashing Read more...
- Company: ScotiabankI have worked in the Banking and Financial services industry since 1997. I have held my Securities, Insurance and Mortgage Brokers Licenses. 1 am currently the Agricultural Banking Specialist for Scotiabank in Manitoba. I have spoken at the World Money Show on two occasions on the topic of being your own Bank. I provide Farm clients with business banking solutions Read more...
- Company: ScotiabankWilling to do Public Speaking?: YesI have worked in the Banking and Financial services industry since 1997. I have held my Securities, Insurance and Mortgage Brokers Licenses. 1 am currently the Agricultural Banking Specialist for Scotiabank in Manitoba. I have spoken at the World Money Show on two occasions on the topic of being your own Bank. I provide Farm clients with business banking solutions Read more...
- Willing to do Public Speaking?: YesRetired Partner Accountant Management Consultant Charitable giving Succession Tax Specialist Member: Chartered Professional Accountants of Manitoba Read more...
- Company: ScotiabankI grew up on a grain farm near Portage la Prairie, MB and am a 2019 University of Manitoba B.Sc. Agriculture (Agronomy) graduate. Have held numerous student and full-time contract positions for Syngenta, Cargill, and BASF in various roles within the industry. Read more...
- Company: BDO Canada LLPCompleted my CPA in 2021 Grew up on a grain and cattle farm in Cartwright, Manitoba Have been helping farm families and businesses with accounting and tax work since 2018 Have life experience growing up on a farm so have a good understanding of the business and the life style that goes into being a farmer and being in a Read more...
- Mona Brown is a senior partner at PKF Lawyers, where she has been practicing tax and small business law for the last 32 years. Mona received her B.A. from the University of Winnipeg in 1974 and her LL.B. from the University of Manitoba in 1978. She received the Montague Israel prize in 1979 as the most promising student called to Read more...
- Company: IG Wealth ManagementWilling to do Public Speaking?: YesPublic Speaking Topics:
Financial Planning
Succession / Farm Transition Planning
Insurance/Risk Management
Investment Planning
Tax Planning
Retirement Planning
Cash Flow Management
Estate PlanningDanny is an Associate Consultant at IG Wealth Management. He started with IG Wealth Management in 2016 after receiving his Diploma in Business Administration Specializing in Financial Services from Assiniboine Community College. Working in high net worth consulting, Danny provides investment management, tax, estate, and business succession planning strategies for farmers, high net worth individuals, and their families. Danny was Read more... - Company: Westoba Financial SolutionsI have been in the Credit Union system for 10 years, 8 years as a lender, 5 years in commercial and agriculture lending, 1.5 years management. Read more...
- Company: Red River Group - Real Property SolutionsThe mission of Red River Group is to provide our clients trusted real property appraisals, consulting, and advisory services to meet challenges faced in complex and changing economic environments. This mission is supported by Red River Group’s three core values: Integrity – All actions and interactions by firm members are to be undergirded by an owned and practiced commitment to Read more...
- Company: Intent Planning GroupJennifer Davis has been in the financial service industry for 20 years. During her time in financial services she has worked as a product and marketing expert supporting top advisors to find the best solution for each unique situation. Jennifer has worked in a corporate environment as well as one-on-one with financial advisors and their clients to build plans customized Read more...
- I grew up in the rural community of St. Claude, Manitoba. While studying and articling for a small CA firm in Winnipeg, I gained valuable experience in accounting and taxation with a focus on agricultural clients. I obtained my CA designation in 2002. In 2003 I opened my own practice in Notre Dame de Lourdes and St. Claude, Manitoba. My Read more...
- Company: Leader Shift Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
- Leader effectiveness and business transition
- What I've learned about the state of leadership in small business
- Improving results with a first person approachKelly Dobson is a fourth generation farmer who has turned a life long passion for leadership into LeaderShift Inc., a leader development firm focused on small and medium sized enterprises with an agriculture and agriculture related focus. LeaderShift offers individual and team coaching as well an online and residency based leader development program capable of serving a dispersed rural clientele Read more... - Company: Westoba Financial SolutionsHi, I’m Scott Dyke, Senior Financial Planner with Westoba Financial Solutions Ltd. I have been in the financial services industry for over 18 years – seven years as a Financial Planner. I have my Personal Financial Planner (PFP®) designation which has prepared me to help members achieve their savings goals and am continuously furthering my designations and education to serve Read more...
- Company: Lakeview Insurance BrokersI have been in the insurance business for over 30 years. Before that I spent a little time installing farm equipment and building barns. Growing up in a farming community allowed me to work on the neighbors Dairy farm before and after school and during the summers. I still enjoy my farm visits and consider that the best part of Read more...
- Company: RBC Royal BankMatt was raised on a family farm near Snowflake, Manitoba where his family continues to farm. After graduating from the University of Manitoba in 2007 with a Bachelor of Science degree in Agribusiness Matt began working in the Agriculture industry. With over 10 years of Agriculture lending experience he has worked with a wide range of producers and Agri-businesses. Experienced Read more...
- Company: Manitoba AgricultureFarm Enterprise Management Specialist Read more...
- Company: RBC Royal BankJames Fehr grew up on a mixed farm which later specialized in grain near Kane, Manitoba. James farmed with his family during University. After achieving a Bachelor of Science in Agriculture (Majoring in Agricultural Economics) from the University of Manitoba, he started his career in Banking in 1996. He now lives in Steinbach, Manitoba with his wife and 3 children. Read more...
- Company: Westoba Financial SolutionsI have worked at Richardson Pioneer for years and have been an Ag Specialist for over 13 years. Read more...
- Company: Steinbach Credit UnionAfter Caroline’s first year of University she decided to go into Agriculture, at first it was because she was planning on getting into the Greenhouse industry but that changed once she graduated from the U of M. Caroline ended up working for a hog management company out of Niverville where she worked in the office as the logistics coordinator for hog Read more...
- Company: Lakeview Insurance Brokers30 years of experience providing property and casualty insurance to the agricultural and agri-commercial industry. Partner and Agriculture Department Manager at Lakeview Insurance Brokers Ltd., with 7 offices in Manitoba and Saskatchewan. Read more...
- Company: Steinbach Credit Union
- Company: Farm Family Transition ExpertWilling to do Public Speaking?: YesPublic Speaking Topics:
Finding Fairness in Farm Transition
Dealing with Entitlement
Discussing the Undiscussabull - how to get people to the transition table to talkElaine Froese helps farm families to get clarity of expectations, certainty of timelines and agreements and a commitment to action for their farm transition plan. She is an expert communicator who helps resolve conflict and increase communication for farm families wanting to transition to the next generation. Awarded the Wilson Loree Excellence in Farm Mgt. Award 2018. Author of 5 Read more... - Company: Canadian Canola Growers AssociationWilling to do Public Speaking?: YesPublic Speaking Topics:
Cash Advance Program
Director of Finance and Operations with the Canadian Canola Growers Association since September 2014. Before that, I earned a wealth of experience in finance and marketing services for farmers. During 21 years at the Canadian Wheat Board, I successfully delivered a full suite of time and money saving e-business services to farmers and industry partners. I hold a Bachelor of Read more... - Company: BDO Canada LLPHave worked with Farm Clients in the Public accounting industry for 15 years. I am an accounting manager and work out of the Brandon and Boissevain, Manitoba offices for the past 12 years. Focus on Planning, taxation and accounting assistance for my client base. Farm accounting and taxation for all types of farm Operations (corporate and non-incorporated farms) Read more...
- Company: MNP LLPAg Partner with MNP in the Winnipeg office. 30 years of experience working with farm families in all sectors of agriculture as well as Hutterite Colonies. Offering advice in accounting, tax, farm risk management and farm transition. I was also part owner in our family grain farm fro 20 years. Read more...
- Company: ScotiabankGrew up in a small French community in South-East Manitoba where my parents owned & operated a sewer and water business. After achieving a Bachelor of Business Administration (Majoring in Finance) from the University of Manitoba, I started my career in Banking in 2014 where I’m currently a Client Relationship Manager, Agriculture Banking at Scotiabank. I specialize in helping my Read more...
- Company: ScotiabankGrew up in a small French community in South-East Manitoba where my parents owned & operated a sewer and water business. After achieving a Bachelor of Business Administration (Majoring in Finance) from the University of Manitoba, I started my career in Banking in 2014 where I’m currently a Client Relationship Manager, Agriculture Banking at Scotiabank. I specialize in helping my Read more...
- Company: ScotiabankGrew up in a small French community in South-East Manitoba where my parents owned & operated a sewer and water business. After achieving a Bachelor of Business Administration (Majoring in Finance) from the University of Manitoba, I started my career in Banking in 2014 where I’m currently a Client Relationship Manager, Agriculture Banking at Scotiabank. I specialize in helping my Read more...
- Company: ScotiabankGrew up in a small French community in South-East Manitoba where my parents owned & operated a sewer and water business. After achieving a Bachelor of Business Administration (Majoring in Finance) from the University of Manitoba, I started my career in Banking in 2014 where I’m currently a Client Relationship Manager, Agriculture Banking at Scotiabank. I specialize in helping my Read more...
- Company: Exchange Group Chartered Professional AccountantsAccountant Owner-operated businesses Member: Chartered Professional Accountants Association of Manitoba Read more...
- Company: Manitoba AgricultureFarm Management Specialist with Manitoba Agriculture dealing with production economics with the forage and livestock industry. Read more...
- Company: Backswath Management Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Peer Groups
Using your farm advisorFarm business management services for over 40 years. Operated family farm for 30+ years- grain and beef. Farming in the Domain, MB area since 1970 with move to full-time farming in 1983. Crops and beef until 2009, when son Gavin took over management of farm. Agricultural rep – Manitoba Agriculture, 1971-1983, 1993-1995 Farm Debt Mediation, 1986-2008 Prairie Skies Ag Consulting, Read more... - Company: Red River GroupFor many years, Preston has had an interest in real estate. He has enjoyed developing properties (both residential and commercial), renovating houses, and at one point managed a multiple family housing unit. He joined Red River Group in 2011 as a Candidate Appraiser and received his Accredited Appraiser Canadian Institute (AACI, P. App) designation with the Appraisal Institute of Canada Read more...
- Company: Pallister Financial Group“A well-designed financial plan can help prepare you for many of life’s challenges. Helping families and business owners protect their lifetime of work is my passion; it is what financial planning is all about.” Tom Hyde has a part of Pallister Financial for almost two decades. Tom has a well-earned reputation for honesty, integrity and giving back to the Read more...
- Company: Red River GroupThroughout university, Cody gained valuable experience from working on his family’s cattle farm and from part-time positions in residential and agricultural construction trades. Following graduation from the University of Manitoba he was employed by Phoenix Agri-Tec in the risk management department, with a specific focus on cattle, hogs, and grain. During Cody’s time at Agri-Tec he gained knowledge in various Read more...
- Company: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Benchmarking for better decisions
Carol is a Senior Accountant with BDO Canada LLP who specializes in Agriculture. Carol serves the clients of the local office in her hometown of Portage la Prairie, Manitoba. She joined BDO in 2014 following a twenty-two year career with Viterra Inc. (formerly Can-Oat Milling Inc.), where she spent the last six years of her time there leading the Food Read more... - Company: IG Wealth ManagementWilling to do Public Speaking?: YesPublic Speaking Topics:
Retirement
Tax planning
Estate planningGrew up in Killarney, MB, a farming community, involved in a number of sports while always having a passion for dealing with people and numbers. Went to school to be an accountant, then got into the finance field. Have been in the industry for 6 years. Read more... - Company: Farm Credit CanadaTim grew up on a cattle farm outside Brandon, MB. He graduated from Minot State University majoring in finance (minor in economics) and worked in Minot for 2 years before returning to Canada. He has been involved in the financial services industry for 17 years, mainly lending in the Agriculture sector. In his current role at FCC he specializes in Read more...
- Company: Farm Credit CanadaI have been with FCC for 18 years as a Relationship Manager, Special Credit Manager and Transition Specialist. I also continue to farm with my family. Read more...
- Company: Meighen Haddad LLPLaura received her bachelor of civil law and a bachelor of common law from McGill University in Montreal. She completed her bachelor of arts at Brandon University in political science and history. Laura completed her articles in 2005, and articled and practiced as an associate with Meighen Haddad LLP until 2014. Laura became a partner of the firm in 2015. Read more...
- Company: Farm Credit CanadaRaised on a cattle & grain farm in southern Manitoba. Currently living & farming outside of Carman, Manitoba with my husband. We farm with my husband & his family and have one son, Ben. I enjoy any outdoor activities, specifically baseball, golf & curling. I have experience in agronomy which helps aid conversations with my clients, and allows me to Read more...
- Company: Red River groupLeslie grew up in on a 3000 acre grain farm in the southwest corner of Manitoba. This is where her love for agriculture and farm life began. Upon completion of her Agriculture degree, Leslie accepted a sales position with an agricultural chemical company based out of Brandon, MB. She then moved on to accept a sales agronomist position with Portage Read more...
- Company: Farm Credit CanadaRelationships focused with a passion for agriculture. I strive to be in financial partnerships with farm clients and understand their business. Read more...
- Company: North West Capital PartnersWe are a full service financial planning firm. We have more than 80 years of combined investment, insurance and tax planning experience. Member: FP Canada™, MFDA I am a fourth generation farmer. We operate a farm that has been in our family for over 125 years near the City of Winnipeg. Read more...
- Company: Westoba Financial SolutionsGrowing up on a farm in south western Manitoba, I learned my skills that were transferable to my senior leadership career. An Agri-Business background coupled with 24 years of financial planning experience, I am a strong believer that partnering with a professional advisory team is crucial. I have chosen to partner with Westoba Credit Union Ltd. and lead a team Read more...
- Company: ScotiabankMore than 25 years relationship management, business and leadership experience in the agricultural sector. Well experienced in working with strategic partners and customers to find solutions to enhance existing relationships and acquire new business. Responsible for the oversight of a group of Ag Specialists and Small Business Advisors in Manitoba and Saskatchewan, specializing in lending to farming customers with requirements Read more...
- Company: ScotiabankMore than 25 years relationship management, business and leadership experience in the agricultural sector. Well experienced in working with strategic partners and customers to find solutions to enhance existing relationships and acquire new business. Responsible for the oversight of a group of Ag Specialists and Small Business Advisors in Manitoba and Saskatchewan, specializing in lending to farming customers with requirements Read more...
- Company: ScotiabankMore than 25 years relationship management, business and leadership experience in the agricultural sector. Well experienced in working with strategic partners and customers to find solutions to enhance existing relationships and acquire new business. Responsible for the oversight of a group of Ag Specialists and Small Business Advisors in Manitoba and Saskatchewan, specializing in lending to farming customers with requirements Read more...
- Company: ScotiabankMore than 25 years relationship management, business and leadership experience in the agricultural sector. Well experienced in working with strategic partners and customers to find solutions to enhance existing relationships and acquire new business. Responsible for the oversight of a group of Ag Specialists and Small Business Advisors in Manitoba and Saskatchewan, specializing in lending to farming customers with requirements Read more...
- Company: Abundance CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
Generosity Impacting Your Today & Tomorrow- Providing insight in planned giving options
Harold has been with Abundance Canada, formerly the Mennonite Foundation of Canada since 1999, his first 10 years in the accounting role, since 2009 as a Gift Planning Consultant. In this position Harold works with individuals, couples, families and businesses helping them achieve their charitable goals. He can facilitate charitable donations of publicly traded securities, private company shares, life insurance and more. Gifts Read more... - Company: Prairie Sky Appraisal & Consulting ServicesDebbie Pieterse has been a fee appraiser since 2013, building on over 30 years of experience valuing property for the public sector. She specializes in agricultural appraisals and rural properties, expropriations, real estate consulting, valuation and market analysis. Debbie grew up on a cattle farm in the Ashern area, which started her lifelong interest in the agricultural industry. She attended Read more...
- Company: Patersons LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Family law
Alternative dispute resolution
Arbitration
Mediation
Estate & Succession Planning
Family property division upon marriage breakdownRaised on a farm south of Dauphin, Manitoba Kelli started her legal career in Winnipeg before moving to Westman in 2010. She has a broad range of experience in family law matters including helping farm families navigate the unique and often complex ways in which separation and divorce impacts them, their children and their business. Kelli has over twenty years Read more... - Company: Intent Planning GroupKim has been a marketing communications specialist for nearly 25 years. In that time she has worked with a variety of companies and organizations to help them define their point of difference and work to improve public opinion. Kim as worked as a communications professional both on staff and as a consultant for a number of companies including owner managed. Read more...
- Cindy Reid-Shelton has been working with clients building financial plans for over 25 years. Regardless of the complexity of the goal, Cindy believes having a plan is key to achieving it. From business owners looking to optimize and properly determine the value oft their business or farmers wanting to successfully transition the family farm between generations and the creation of Read more...
- Company: Credential Financial StrategiesInsurance Representative Credential Financial Strategies As an insurance specialist, my role is to help members protect their financial future. I assist them in understanding and navigating the complexities of the insurance world. I bring members peace of mind by creating a clear, actionable strategy that allows them to reduce the risk of financial loss when life’s unexpected events happen. Read more...
- Company: IG Wealth ManagementSenior Financial Consultant focused on working with clients to help them achieve financial success, however that is defined by them. We work together to determine the client’s goals, and put a full written financial plan in place to help them achieve those goals. Planning includes investments and insurance, with a focus on tax and estate planning, all focused on long-term Read more...
- Company: Calvin D. Richardson Financial Services Inc.I was born, raised and have always lived in rural Manitoba. In addition to holding my CFP® designation for over 16 years, I was a recognized and accomplished bank manager for 21 years. I’m married, have four adult children and 12 grandchildren. Have been an active member of my community, I have volunteered with the Chamber of Commerce, Scouts, Junior Read more...
- Colin’s specialty is wealth management for business owners and farmers. Having been raised on a family farm south of Winnipeg he understands how business owners think and operate. Colin’s clients are generally looking to sell or transition their business within the next 5-10 years and are beginning to look at life after business ownership. Colin and his team have developed Read more...
- Company: Red River GroupJason entered the appraisal field in 2007 and has specialized in commercial, agricultural, and residential appraisal work since that time. Prior to joining Red River Group, Jason spent 11 years working for Penner Farm Services in various roles including operations and information technology. He currently serves as a member of the Red River Group Board. In 2012 Jason was Read more...
- Company: Rempel Insurance BrokersDavid Schmidt was raised in a small farming community in Southern Manitoba. This provided many great opportunities, contributing to his love for the work farmers do. His season working for an Agricultural Inputs Retailer was followed by three years working for a local seed farm, where he was involved in all aspects of the business. David’s move to Winnipeg in 2009 prompted Read more...
- Company: Lakeview Insurance Brokers (Manitou) Ltd.Rob at Lakeview Insurance Brokers (Manitou) Ltd. specializes in Agricultural, Commercial, and Personal risks including Life Insurance and Estate Planning. Our first commitment is to you, our customer. Our goal is to meet with you to discuss your specific needs and work together with you to ensure your assets are protected. 11 years of experience providing property and casualty insurance Read more...
- Company: Meighan Haddad LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate planning
Corporate structuring
Real estateStacy Senkbeil was born and raised in Brandon. She received her Bachelor of Arts in 2009 from Brandon University, and graduated from the Faculty of Law at the University of Manitoba in 2015. Stacy has strong roots in Brandon as an active community member and strong voice for the region. She has been a board member of the YWCA Women’s Read more... - Company: Intent Planning GroupScott Sherrett has been serving the financial needs of clients for nearly 15 years. In 2003 Scott worked at Great West Life as an employee benefits specialist. In this role, Scott became an expert on employee benefit plan development and was called upon to support advisors in group solutions sales. In 2008 Scott joined his father at his financial planning Read more...
- Company: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Business Transition
Benchmarking for better decisions
CSRS 4200 - a change in the accounting standards for Compilation Engagements.With over 25 years of service as a CPA, CA serving clients, Don carried with him a considerable depth of experience in all aspects of financial accounting. Don is a member of BDO Canada’s business transition team, and has spoken in on behalf of the Firm on the BDO Benchmarking process for better decision making. Don is an assurance specialist Read more... - Company: ScotaibankRecent graduate of the University of Winnipeg where I obtained a four year BBA in Economics and Finance. In may of 2021 I began my career in the agricultural industry working with Scotiabank as a financial analyst exclusively serving our agriculture clients. Read more...
- Born and raised on a Mixed Livestock Farm in central England; Educated in England. Entered the Real Estate Profession in 1968 and trained as an Auctioneer, Valuer, and Estate Agent, attaining professional accreditation as a Fellow member of the Royal Institute of Chartered Surveyors (FRICS), as well as a full member of the Agricultural Valuers Association (AVA). Emigrated to Canada Read more...
- Company: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM Read more... - Stéphane joined PKF after obtaining his Juris Doctor from Lakehead University in Ontario, where he was the recipient of a number of academic awards. He has subsequently been called to the Bar in both Manitoba and Ontario. Following law school Stéphane returned home and operates primarily out of the Morden and Winkler offices, while enjoying a general practice in the Read more...
- Company: Meighan Haddad LLPBryan Webber received his Law Degree from the University of Manitoba in 2009. Bryan previously completed a Bachelor of Arts Degree at the University of Manitoba and his Bachelor of Education (A.D.) at Brandon University. Before pursuing his law degree Bryan taught at Vincent Massey School in the Brandon School Division. Bryan has considerable volunteer experience as a coach with Read more...
- Company: Intent Planning GroupScott Wilson is passionate about relationships and getting to know the specific needs of his clients. He takes the time to work with clients to help them identify their short- and long-term goals to build the most encompassing, personalized financial plan. Scott is driven to develop and enhance relationships with people, knowing meaningful connections are the best way for them Read more...
- Company: PKF LawyersWilling to do Public Speaking?: YesAndrew Winkless graduated with a Bachelor of Arts in Classics from the University of Manitoba in 1997. Following graduation, he worked from 1998 to 2001 in the town of Daitou in Shimane prefecture in Japan as an English Teacher with the JET Program. Upon his return to Canada, he graduated from the Faculty of Law at the University of Manitoba Read more...
- Company: Abundance CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
Generosity in your Lifetime
Generosity in your Estate
Tax Efficient Assets to DonateAs a Gift Planning Consultant, I help clients develop a flexible, customized Generosity Plan to help them achieve their philanthropic goals in both their lifetime and in their estate. Read more...
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