The Wellington County Chapter Chair is Tom Blonde
(519)846-5315
tblonde@bakertilly.ca
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Company: Baker Tilly Canada GWDWilling to do Public Speaking?: YesPublic Speaking Topics:
Tax planning
Estate planning
Current issues in taxBud received his Bachelor of Mathematics degree in 2010 and his Master of Accounting degree in 2011 from the University of Waterloo. He earned his designations as a Chartered Professional Accountant, Chartered Accountant in early 2013 and completed CPA Canada’s In-depth Tax Course in July 2016. After seven years with another national firm, Bud joined Baker Tilly GWD (formerly Collins Read more... -
Company: Agricultural Credit CorporationWilling to do Public Speaking?: YesPublic Speaking Topics:
Agriculture
FinanceJaye grew up on a family farm in southern Ontario close to where he resides today. He attended Ridgetown College of Agricultural Technology, the University of Western Ontario where he obtained a degree in Economics and has also attended and completed programs at the Banff School of Management and the University of Missouri. Jaye has held senior positions in a Read more... -
Company: Abundance CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
Donations of securities
Donation of farm corporation shares
Charitable gifts in a willWith over 40 years in the financial services and a high level of integrity, I act as a Sherpa, guiding people on the path toward a Generosity Plan, which allows then to unleash the power of purpose, strategy and efficiency in their charitable giving. because generosity changes everything. Member: CAGP Read more... -
Company: Baker Tilly Canada GWDThomas received his Honours Bachelor of Science in Agriculture degree specializing in Agricultural Economics (Co-Op) in 1999 from the University of Guelph. Upon graduation, he worked as a Financial Verifier for the Ontario Farm Income Disaster program with the Ontario Ministry of Agricultural and Rural Affairs (OMAFRA). In 2001, he left OMAFRA and began articling to become a Chartered Read more...
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Company: Baker Tilly Canada GWDAdrian received his Bachelor of Mathematics degree from the University of Waterloo in 2005, and earned his Chartered Professional Accountant designation in 2008. Adrian joined Baker Tilly GWD as a Senior Manager in September 2019 bringing a variety of experiences from other National and Regional firms. Adrian has a wide range of experience in assurance, tax and consulting services with Read more...
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Company: Miller Thomson LLPKatherine Cavan is an associate in Miller Thomson’s business law practice group. Katherine maintains a broad practice which focuses on a range of corporate and commercial law matters including mergers and acquisitions, debt and equity financings, and commercial and residential real estate transactions. Katherine’s practice is focused on the following areas: Corporate and Commercial: Katherine works closely with businesses and Read more...
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Company: Miller Thomson LLPChristopher Crisman-Cox is a member of our estate litigation and family law groups. He is a problem solver who is committed to finding the best options for clients and provides clear, easy-to-understand advice. Chris works to ensure that legal disputes are resolved as efficiently as possible. Read more...
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Company: RBC Royal BankA market leader and sales professional with over 30 years in the financial services industry. Practically experienced in leading change, building business and strategically developing markets through a style that is both authentic and team oriented. Skilled in building teams, leading change, collaborating with partners, strategically developing markets, financial analysis, risk mitigation and portfolio quality management. Read more...
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Brent is an Associate Advisor for Lorkovic Wealth Management of RBC Dominion Securities who has a passion for helping farm families answer two very important questions: “Where are we going as a farm operation?” and “What if something happens to us?” Throughout the years, Brent and the team of professionals at Lorkovic Wealth Management have had many kitchen table discussions Read more...
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After graduating with a double-degree from Wilfrid Laurier University and the University of Waterloo, Shawn continued his passion for business and mathematics by joining the team at RLB Chartered Professional Accountants. He has been with the firm for the last 12 years and is proud to be RLB’s Tax Partner. Shawn values being part of a full-service accounting firm that Read more...
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Company: S.W. Irvine & Associates Inc.Mackenzie is an AIC Candidate Member in both the farm and residential divisions at S.W. Irvine & Associates. She is working towards her AACI, P.App. designation and has been a team member with S.W. Irvine & Associates since 2017. As a graduate from the University of Guelph B.Comm. program, Mackenzie brings a strong analytical and numerical background, assisting in providing Read more...
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Company: Abundance CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
Charitable Giving
Philanthropy
Estate PlanningPrior to joining Abundance Canada, I spent 16 years with Ontario Swine Improvement, most recently as Operations Manager. I have a passion for serving clients and built many long-term relationships with domestic and international clients. My wife Janice and I have two sons, one at the University of Waterloo and the other at University of Guelph. I have been involved Read more... -
Company: Miller Thomson LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Legal Landscape of Cannabis Farming
Farm Succession Planning
Business StructuringI practice in business law, agriculture law and private client services. His practice focuses on corporate and commercial transactions, business succession planning, and personal estate planning. I also work with local charitable and not-for-profit organizations on a pro bono basis with the aim of giving back to Guelph and the surrounding communities. Corporate/Commercial Transactions Corporate Planning Structuring/Restructuring Succession Planning Estate Read more... -
Company: RLB Chartered Professional AccountantsI am a Manager at RLB LLP who focuses on on preparing financial statements and tax returns for farmers ranging from small sole proprietors to family farm corporations. I work closely with my colleagues in our Agriculture Team to provide farms with the best service for their accounting and advisory needs. Growing up I always had an interest in a Read more...
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Company: Abundance CanadaWilling to do Public Speaking?: YesPublic Speaking Topics:
Charitable gift planning during farm transitions
Will & Estate Planning
Charitable giving in farm transitions
Donating assets to charity during one's lifetimeSherri provides charitable gift planning services and consultations for individuals, couples, families and businesses. She can facilitate charitable donations of publicly traded securities, private company shares, life insurance, and more. Charitable gift planning is often part of a will & estate plan and she is happy to assist you in creating or updating your plan. Sherri will consult with your Read more... -
Company: RLB Chartered Professional AccountantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate planning
Purchase/Sale Structuring
Succession PlanningI have been with the firm for the last 4 years and am proud to be a part of RLB’s Tax Team. I value being part of a full-service accounting firm that shares my passion for client success. I specialize in providing full tax solutions to help meet the unique goals of farmers and their families, including their personal, corporate, Read more... -
Company: Miller Thomson LLPMike Henley is a Partner in the corporate commercial group at the Guelph office of Miller Thomson. As a former banker at one of Canada’s big five banks, Mike serviced a large variety of clients in the agriculture industry. In addition, his work at one of Canada’s largest pharmaceuticals company, focusing on business development and brand management has given Mike’s legal practice a Read more...
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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...
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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: Ontario Estate Consulting Solutions Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
1. Why everyone who lives in Ontario would benefit from having two wills per person rather than only one will per person - offered fro free on Zoom the 2nd Wednesday of every month at 7pm
2. Executor 101 Training - offered fro free on Zoom the 3rd Tuesday of every month at 7pm
3. Will wordings and ideas that can improve and optimize your estate planning
I am a chartered accountant whose professional practice is restricted only to fee-for-service estate planning engagements for Ontario residents from all walks of life. I create optimal detailed estate plans that are complete and ready for a lawyer to draft from. Please check out my website for further info: www.ontarioestateconsulting.ca Member of: CPA Ontario, STEP, CEA Read more... -
Willing to do Public Speaking?: YesPublic Speaking Topics:
Peer Health Navigator: Navigating your health care
Senior/Mental Health/Health Education/AdvocacyAgvocateRetired Dairy Farmer/wife, life long learner and RN, with interest in counselling/coaching in Health Care and Agriculture SEE: MJM Koehler Facebook page Registered Nurse Retired Dairy farmer Ag Advocate Experience in succession planning Mental health, senior, health advocate Member: CNO/RNAO Read more... -
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Company: Farm LifeBernie grew up as one of seven children on a dairy farm near Orangeville, Ontario. From a young age, he was sitting in on-farm meetings and eager to learn about the business management of his parent’s dairy operation. Bernie obtained his agri-business degree from the University of Guelph and then worked for 20 years in agriculture banking leadership, team coaching Read more...
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Company: Ontario Federation of AgricultureBen Le Fort is a Senior Policy Analyst with the Ontario Federation of Agriculture (OFA) primarily covering, Assessment, Taxation, Risk management and Municipal Finance policy files for the OFA. Ben holds two degrees in Economics; he completed his undergrad at Acadia University and his Masters at the University of Guelph. Read more...
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Company: Baker Tilly Canada GWDI grew up and worked on my parent’s dairy farm in Woolwich township. I attended Wilfrid Laurier University and received my Honours Bachelor of Business Administration in 2010. Outside of work I volunteer in the Big Brothers one to one program and enjoying participating in a variety of sports. Grew up and worked on my parent’s dairy farm. I joined Read more...
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My agricultural practice emphasizes real estate transactions, family farm corporations and succession and estate planning including wills, powers of attorney, living wills and estate administration. I also have a growing land use planning business and regularly assist clients with severances and lot line adjustments. I enjoy utilizing my legal knowledge to assist agricultural clients with the unique challenges they may Read more...
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Company: WD DevelopmentWilling to do Public Speaking?: YesPublic Speaking Topics:
-Divorce & Separation Financials
-Income & Expense PlanningSara has been advising clients for 20 years in all areas of financial planning. For the last 5 years, Sara has been self-employed as an advice only financial planner. Sara’s plans answer clients day-to-day practical questions on income, expenses and savings as well as the big-picture questions that clients have about how to use their assets to meet their goals. Read more... -
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Company: RLB LLPI have been in public accounting for over 10 years, and with RLB LLP for over 5. As of recently I am working out of the RLB Fergus office where I will be overseeing numerous agriculture based clients. I deal primarily with owner managed businesses of various sizes from small corporate files to large corporate groups. I deal with various Read more...
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Ted Oldfield was called to the Bar in Ontario in 1984. His practice has been devoted to representation of farmers for over 30 years. Ted has appeared in front of all levels of Court in Ontario representing farmers and in front of many of the administrative tribunals which regulate agriculture. He was the former Chair of the Normal Farm Practices Read more...
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Company: Baker Tilly Canada GWDHelen received her Bachelor of Commerce Degree (Concentration in Accounting) in 2000 from Carleton University. After an articling period at firms in both Ottawa and Lindsay she qualified as a Chartered Professional Accountant in 2002. She continued working in Ottawa until 2007 when she moved to Elora with her family and joined Baker Tilly GWD (formerly Collins Barrow). In September Read more...
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Company: Cove Valley FarmAgrologist Producer Ontario Institute of Agrologists Read more...
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Company: TRP Strategy GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
- Tax
- Insurance planning
- Living benefits
- Enhanced retirement strategies including IPPs and RCAs
- Strategic philanthropyI am a self-employed tax strategist who sees my work as a vocation. Defense of tradition, the entrepreneurial spirit and the family farm through prudent tax planning is what I do. I have several professional accreditations and designations and pride myself on cooperative, objective and thorough strategy implementation. Tax planning, insurance and risk planning. I have several farming clients and Read more... -
Company: S.W. Irvine & AssociatesKim Passmore is an associate with S.W. Irvine & Associates’ farm and residential divisions. These divisions maintain extensive databases of transactions to structure well supported opinions of value through the appraisal process. Kim has been a team member of S.W. Irvine & Associates since 2011. In 2015 Kim became a partner with the company and is considered a reliable resource Read more...
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Company: Pixel Financial GroupI began my career as a Financial Security Advisor with London Life in July 2001. I enjoy meeting with new and existing clients and helping them achieve their goals and dreams. I truly value the trust my clients have in me. Building lasting client relationships allows me the privilege of also working with my client’s children and grandchildren. We at Read more...
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Company: BDO Canada LLPFred is a Tax Partner with more than two decades of experience, many of these at BDO. His area of specialization includes reorganizations and tax and estate planning. He has also helped clients with remuneration planning, corporate and personal income tax compliance, family trusts and more. He has completed the CICA’s three in-depth Tax Courses, the Corporate Reorganization CICA Read more...
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Company: RLB Chartered Professional AccountantsA graduate of the University of Guelph in management economics in 1982 and CPA in 1987, Partner 1993 in RLB LLP. Tax Accounting Assurance & Consulting services with significant work in agricultural area. Member: Chartered Profesional Accountants of Ontario Read more...
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Company: RBC Dominion SecuritiesWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm and business succession planning
Converting your wealth into an income stream
Identifying tax-minimization opportunities
Transferring wealth to your heirs and creating a legacy
Protecting your wealth by managing riskTom began his career with RBC in 2000, and worked in Commercial and Corporate Banking before joining RBC Dominion Securities in 2008. Tom has been awarded both the Certified Investment Manager and Certified Agriculture Farm Advisor designations, in addition to his honours degree in commerce from the University of Guelph and MBA in finance from McMaster University. Tom’s extensive experience Read more... -
Company: Accord Business Solutions Inc.I have been working with farm families since 1986 in the area of tax planning and preparation, estate and inter-generational planning and execution. I joined CAFA in 2009 in order to align myself with other professionals working with family farms in Ontario. Income tax preparation for both corporate and personal bookkeeping. Estate planning Inter-generational farm transfers, Farm sales and purchases. Read more...
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Company: SV LawDiane regularly advises privately held corporations and their boards of directors and shareholders as well as family held businesses. She has significant experience acting for local businesses active in manufacturing, automotive, and other industries, and farming and agricultural businesses, and the related land and real property uses associated with such businesses. Farming and agricultural businesses, succession planning, land use planning Read more...
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Company: SV LawVince Starratt’s busy practice includes real estate, land use planning and development, business law, and wills and estates. His expanding developer practice is complimented by a large agricultural and corporate/commercial client base. One of Vince’s specialties is severances, which includes surplus farm dwelling severances, lot-line adjustments and zoning. Severances, Land Use Planning, Development, Business Law, Succession Planning Read more...
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Stephen Sweeney is a senior corporate lawyer with over 30 years of experience in business and commercial law. He is highly respected by his professional colleagues for his depth of expertise and his commitment to client service. Throughout his career, Stephen has built trusted relationships with both his clients and other professional advisers in the fields of banking, finance, accounting, Read more...
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Company: Raymond James Investment CouncilWilling to do Public Speaking?: YesPublic Speaking Topics:
Wealth Management
Investment ManagementCraig brings over 20 years of experience in the wealth management industry to the table. Over his career, he has held leadership roles in a variety of organizations that have focused on meeting the needs of both individual and institutional investors. He is the founder of Lexicon Financial Group and established a relationship with Raymond James Investment Counsel in August Read more... -
Company: RLB Chartered Professional AccountantsHave lived in the Waterloo Region all my life and was excited about the opportunity to expand my community by working in Center Wellington. I entered the Agriculture niche when everyone at the firm moved on to new opportunities and we needed the work completed. That was 3 years ago and I’ve never looked back. I love the Agriculture industry Read more...
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Company: Miller Thomson LLPCarol VandenHoek is the managing partner in Miller Thomson’s Guelph office and has over 20 years of experience in employment law, litigation including estate matters, agriculture law, and child protection law. Carol’s emphasis on creative solutions is paired with her strong advocacy skills before the court and tribunals. Carol earned her law degree at the University of Toronto, and in 2009 completed Read more...
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Company: RBC Wealth ManagementScott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning. Prior to joining RBC Wealth Management Services, Scott provided services Read more...
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Company: RLB Chartered Professional AccountantsPrevious worked at two national accounting firms (three offices) in Northern Ontario Significant audit and consulting background from time at National firms Obtained CPA, CA designation in 2005 Partner at RLB LLP in 2012 Previous chair of RLB LLP’s municipal practice Previous chair of RLB LLP’s assurance committee overseeing the quality, compliance and processes of all assurance work (audits, reviews, Read more...
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Company: S.W. Irvive & AssociatesBrandon Wilcox is an associate in the farm division at S.W. Irvine & Associates. This group maintains extensive data on all types of farming and agri-business transactions to structure supported opinions of value through the narrative appraisal process. Brandon has been a team member of S.W. Irvine & Associates since 2009. In 2015, Brandon became a partner with the group Read more...
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