The Southwestern-Ontario Chapter Chair is Don McGugan.
(519)354-7060
don.mcgugan@nbpcd.com
- Company: Maple Creek PartnersWilling to do Public Speaking?: YesPublic Speaking Topics:
Intergenerational farm & Wealth Transfer/ Succession Planning
Elder Planning Issues - Longevity & Aging-Related Awareness & Consequence PreparednessPete Aarssen began his career in financial services in 1983. He then spent the next 34 years in sales, sales management and executive leadership responsibilities with the Great West Life group of companies. He and his wife Shelley have lived in several cities throughout Ontario and Pete has professionally supporting his parent firm’s efforts by working throughout all of the Read more... - Company: Davies Legacy Planning Group Inc.,Willing to do Public Speaking?: YesPublic Speaking Topics:
- Succession/ Transition planning
- Business Planning
- Conflict resolution planning
- Financial management
- Business planningAs the principle of Davies Legacy Planning Group Inc., Len leads a team of skilled advisors with diverse areas of expertise, to provide a holistic view of your farm business. Len and his advisors are able to tailor a farm succession and business plan, to achieve your personal and business goals. He is fully qualified with designations as a Read more... - Company: RBC Royal BankLydia was raised on her family’s laying hen and cash crop farm outside of Highgate, in rural Chatham-Kent. Having graduated from the University of Guelph with a Bachelor of Commerce in Food and Agricultural Business, Lydia has a strong understanding of agriculture economics, finance, and operations management. Spending her summers as an Agronomic Sales Intern, sitting on several agriculture committees Read more...
- Company: J. Quaglia Law Office a professional CorporationJon was born in Winnipeg, Manitoba. Jon has a degree in Economics from York University (Glendon College) and law degrees from McGill University. Jon has practiced law in Chatham, Ontario since 1994. Kurtina Hammerlein was born in Wallaceburg, Ontario. Kurtina has a BA in Philosophy from Wilfred Laurier University and a law degree from the University of Windsor. Kurtina Read more...
- Company: Baker Tilly Canada WindsorSince 1979, Denise has been providing solutions that fit your needs, whether you are structuring your assets, implementing accounting systems, planning your taxes, growing your business or managing your wealth. Denise qualified as a chartered professional accountant at the ICAO in 1981 after graduating from the University of Windsor with a Bachelor of Arts and a Bachelor of Commerce. Denise Read more...
- Company: Allied Associates LLP, Chartered Professional AccountantsAmanda joined Allied in June 2016 as a Staff Accountant. She is a graduate of the Bachelor of Commerce-Accounting program at the University of Guelph and is now working towards her CPA designation. Amanda grew up outside of Dresden and assists her family with their farrow-to-finish and cash crop operations. Providing in-home accounting services including personal and corporate tax, and Read more...
- Company: BMO Nesbitt BurnsWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Financial Planning
Investment Management
Portfolio Manager
Estate Planning
Retirement IncomeI pride myself in finding the best investment strategies to reach the income and growth goals for my clients. I have over 20 years of industry experience and joined BMO Nesbitt Burns in 2004. I have obtained many industry designations including the Certified Financial Planner (CFP) designation and have taken specialized training to achieve the Wealth Advisor Title. Read more... - Company: Allied Associates LLP, Chartered Professional AccountantsMatt joined Allied in October 2014 as the Accounting Advisor for Lambton County and the Municipality of Chatham-Kent. He previously worked for a CPA firm in the Wallaceburg area for 7 years as a farm and business advisor and was a staff accountant with Allied from 2005 to 2007. He graduated with a diploma in Business Administration Accounting from Fanshawe Read more...
- Company: RBC Royal BankGrace Mullen was born and raised on a cash crop and hog farming operation in Essex County. She completed her Bachelor of Commerce degree majoring in Food and Agriculture Business in April 2018. Grace was fortunate to work in various sectors while completing her degree. She has experience in agronomy, finance, marketing and human resources. Grace is now working at Read more...
- Company: Pontoni Financial Solutions- Professional CorporationWilling to do Public Speaking?: YesPublic Speaking Topics:
Business Valuations
Succession & Business Planning
Canadian Income TaxAndrea holds an Honours Bachelor of Commerce Degree with a major in Accounting and Finance and a minor in Mathematics. He is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Chartered Business Valuator (CBV) with the Canadian Institute of Chartered Business Valuators, Accredited Senior Appraiser (ASA) in business valuations with the American Society of Appraisers and Certified in Financial Forensics Read more... - Company: J. Quaglia Law Office A professional CorporationWilling to do Public Speaking?: YesPublic Speaking Topics:
Family Law
Capacity law
MediationJon was born in Winnipeg, Manitoba. Jon has a degree in Economics from York University (Glendon College) and law degrees from McGill University. Jon has practiced law in Chatham, Ontario since 1994. Kurtina Hammerlein was born in Wallaceburg, Ontario. Kurtina has a BA in Philosophy from Wilfred Laurier University and a law degree from the University of Windsor. Kurtina Read more... - Company: CIBCI was born and raised in the Chatham Kent area. I received my three-year Bus Accounting course though St.Clair college. I joined this accounting firm out of college and have been employed here for over 20 years. I primarily work on farms, both corporate and sole proprietor. I do the preparing of the tax returns and financial statements, as well Read more...
- Company: RBC Dominion SecurtitesWilling to do Public Speaking?: YesPublic Speaking Topics:
Investment management
Succession planning
Risk mitigation strategiesIn serving your wealth management needs, I will take into account your complete picture, including your values, and provide you with a clear, understandable and personalized plan to meet each of your goals. I promise to be objective, upfront, and transparent at all times. If another service or solution is better suited to your needs, I will tell you so, Read more... - Company: Allied Associates LLP, Chartered Professional AccountantsBrian joined Allied Associates LLP in 2004 as a Staff Accountant in the London Office. He is a graduate of Fanshawe College with his Business Accounting and Administrative Accounting Diplomas. He obtained his Bachelor of Business Studies from Windsor University. In 2006, Brian assumed the position of Accounting Advisor in Kent County. He specializes in personal and corporate taxation for Read more...
- Company: AGinvest Farmland Properties CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
- Succession planning for farmers
- Transition planning for farmers/agribusiness
- How to future-proof your farm businessKent has over 30 years of experience in the agricultural field. He grew up on a farm family and has been buying and operating farms for his own account since 2001. In addition to his role at AGinvest, Kent is a shareholder of WR Detasseling Ltd. and Willmore Farms Ltd. Kent developed WR Detasseling Ltd. into Canada’s largest contract seed Read more...
