Walkerton Co-Chairs:
Dalia Hopcraft, RBC Royal Bank 519-364-2532
Barry Heaney, BDO Canada LLP 519-364-3790
- 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: Kindred Credit UnionRozanne has been in the banking industry for over 40 years, most recently with Kindred Credit Union in Mount Forest as the Small Business Senior Account Manager. Rozanne specializes in agricultural lending. Rozanne is an outdoors enthusiast she loves taking long walks with her dog and working with her horses. Rozanne is very family orientated and spends a lot of Read more...
- Company: Baker Tilly SGB LLPMember: CPA Ontario Read more...
- Company: Ward & Uptigrove Chartered Professional AccountantsI graduated from Brock University with a Bachelor of Accounting in 2013 and shortly after I started working at a small firm in Goderich. In 2016, I earned my CA designation and started working at Ward & Uptigrove in the business department. I transitioned to the Agricultural Department in 2018. I currently live in Listowel and volunteer on the North Read more...
- Company: Ward & Uptigrove Chartered Professional AccountantsDan completed his Diploma in Business Administration— Accounting at Conestoga College then furthered his education at Redeemer University obtaining a Bachelor of Arts, Honours Business, Accounting Stream degree. Dan joined Ward & Uptigrove in 2011, earned his CPA, CA designation in 2015 and became a Principal at the beginning of 2020. He grew up working on a farm and Read more...
- Company: Bowmanlea FarmsPartner in a beef cow-calf and cash crop operation in northern Ontario. Read more...
- Company: Ward & Uptigrove Chartered Professional AccountantsTim graduated from Brock University with an Honours Bachelor of Accounting degree in 2006 and previously worked at a national accounting firm. Tim obtained his CA designation in 2009 and has also completed the CICA in-depth tax courses. Tim joined Ward & Uptigrove in 2011 and became Partner in 2019. Tim provides a wide range of services to clients including Read more...
- Company: BDO Canada LLPLinda is currently the Office Managing Partner of BDO’s Wingham office, after serving in BDO’s Hanover office for many years. Linda has 25 years of experience in public accounting serving entrepreneurial, public sector and not-for-profit entities. She is a BDO Technical Audit & Assurance Expert. Read more...
- Company: Ward & Uptigrove Chartered Professional AccountantsBrad grew up on a dairy farm near Atwood. He graduated from Conestoga College with a Business Administration Diploma and later from Centralia College with an Agricultural Business Management Diploma. Upon joining Ward & Uptigrove in 1987, he pursued his CGA designation and graduated in 1991. Through his work experience, education and childhood, Brad has acquired a wide range of Read more...
- Company: Baker Tilly Canada SGBJohn qualified as a Chartered Accountant in 1999. John attended the University of Western Ontario and Wilfrid Laurier University, where he obtained a Diploma in Accounting. He has completed the C.I.C.A. In-Depth Tax Course. He spent three years in Toronto working with a national firm. John joined Gaviller & Company’s Walkerton office in February 1999. John provides accounting, auditing and Read more...
- Company: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
_ Tax-related topics such as estate adn transition planning, incorporating farms, frm partnerships
I am passionate about helping our clients reduce their income tax burden through tax planning. As part of the Greater Collingwood Office, I work with both personal and corporate clients to develop a plan to minimize their tax (Canadian and international, commodity tax) and ensure tax compliance in Midwestern Ontario. I enjoy estate and succession planning allowing businesses to continue Read more... - Company: Keil Dadson Insurance Brokers Ltd.Hello – My name is Tracey Lee Goetz. I’ve worked at Keil Dadson Insurance for the past 11 years and have been in the insurance industry for the past 30 years. My Family moved from Kitchener and purchase a 50-acre parcel and built a home in Howick Township in 2001. We loved the idea of raising our children in the Read more...
- Company: RBC Royal BankAmanda grew up on a cash crop & beef feedlot farm just outside of Brampton, which along with involvement in 4-H and Junior Farmers built the foundation for a career in Ontario agriculture. She earned a Bachelor of Commerce Degree specializing in Agricultural Business with Honors at the University of Guelph. Currently Amanda is a Senior Financing Specialist with RBC Read more...
- Company: BDO Canada LLPI am lucky to work with a number of farm clients and help them with their accounting and tax needs. BDO provides a full range of accounting, tax and consulting services for farm businesses including succession planning.I have been with BDO helping Farm businesses for over 22 years. Member: Chartered Professional Accountants of Ontario Read more...
- Company: Loucks & Loucks Barristers & SolicitorsTetyana Ivanina practices in the areas of Wills and Estates, Civil and Estate Litigtion, Family Law, Criminal Law, and Real Estate. Tetyana came to Canada from Ukraine in 2005. She obtained her Bachelor of Arts degree in Criminology and History from the University of Toronto in 2012. In 2015, Tetyana graduated with her Juris Doctor degree from the University of Read more...
- Company: Padgett Business ServicesAccountant Management Consultant Read more...
- Company: Loucks & LoucksPeter Loucks grew up in Chesley, Ontario, and graduated from Queen’s University with a degree in Economics. He obtained his law degree from Dalhousie University in 1978. Peter is currently the senior partner of Loucks & Loucks. He has a wide range of experience related to agriculture and the agri-business sector. Peter’s experience includes real estate, estate planning, agriculture related 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: 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...
- Company: BDO Canada LLPSusan McKinnon, CPA, CGA, is a Manager with BDO in Owen Sound, Ontario. She has an extensive agriculture background from working within industry in Saskatchewan and working in public accounting in Ontario. She brings a hands-on in-depth knowledge of agriculture to clients. Read more...
- Company: BDO Canada LLPKurt is BDO’s National Agriculture Tax Leader. Kurt is a tax specialist and group office managing partner with BDO Canada LLP. Kurt’s practice focuses on owner-managed businesses with a particular emphasis on agri-business and professional clients. His areas of expertise include federal and provincial income taxation including corporate restructuring, estate planning, personal and corporate tax planning and commodity tax. Kurt Read more...
- Company: Allied Associates LLP, Chartered Professional AccountantsSteve graduated from Brock University in 2009 with a Honours Bachelor of Accounting (BAcc) degree and has since been working for Allied Associates LLP, Chartered Professional Accountants. In 2011, Steve was promoted to Accounting Advisor and relocated to Listowel to service his wide range of agricultural clients in Huron, Perth, and Wellington counties. Steve has been an accountant in the Read more...
- Company: Keil-Dadson Insurance Brokers Ltd.Jason has been working in the insurance industry for 15 years with Keil-Dadson Insurance. Before that he spent over 10 years in the Gravel and Aggregates Industry working in all areas from mechanics to working on crushing operations. Jason graduated from Conestoga College in 1998 from the Business Administration program. He works mostly with Farm and Commercial Business clients all 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: RBC Royal BankWilling to do Public Speaking?: YesPublic Speaking Topics:
Agriculture
Dairy Farming
Youth in AgricultureGrew up in a non-farming family, with ties to uncles that all dairy farmed. Studied Agriculture at the University of Guelph. Have worked in primary agriculture on a dairy farm, and worked as a feed sales and nutrition professional before joining RBC in 2014 as an Agriculture Account Manager. I also own a small hobby farm where my wife and Read more... - Company: Ward & Uptigrove Chartered Professional AccountantsAccountant Farm taxation & farm grant assistance Member: Chartered Professional Accountants of Ontario Read more...
