LOISELLE, Debbie: CFP®, CAFA®

I joined Allied Associates LLP, Chartered Accountants in 1990.  Predominantly, our clients are involved in agriculture or agri-business so I have had the privilege of working in the industry for over 25 years.  Growing up, I worked on a fruit farm in the Plympton-Wyoming area so Allied was a natural fit for me as I always had an appreciation for the long days that went into growing our food and the importance agriculture plays in our economy.  I am committed to lifelong learning and obtained the Certified Financial Planner (CFP®) designation in 1997.  Shortly thereafter, I was one of the founding directors of the Canadian Institute of Financial Planners which serves as an advocate for the financial planning profession in Canada.  Today, I am an affiliate member of STEP Canada working towards a designation in Trust and Estate planning.

In my current role as Senior Manager of Business Advisory Services, I help farm families with business planning, change in enterprise, farm transfers, succession, and estate planning.  I am passionate about working with people to help them better understand their financial options when they are in the midst of a transition.