Chair: Jayden Lamb, IG Wealth Management
204-523-0924
jayden.lamb@investorsgroup.com
Bryce Gerow, BDO Canada
204-727-0671 bgerow@bdo.ca
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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...
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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...
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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...
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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...
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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...
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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...
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Company: Manitoba AgricultureFarm Enterprise Management Specialist Read more...
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Company: Westoba Financial SolutionsI have worked at Richardson Pioneer for years and have been an Ag Specialist for over 13 years. Read more...
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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: 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...
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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...
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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...
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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...
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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...
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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...
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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: 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: 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... -
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...
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Company: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM 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...
