All Southwestern Ontario

Ontario Sponsor:

Allied-Logo-colour-2

The Southwestern-Ontario Chapter Chair is Don McGugan.
(519)354-7060
don.mcgugan@nbpcd.com

  • Bob Buchanan, FCSI, CIM

    Company: Buchanan Group, RBC Dominion Securities

    Bob has over 25 years’ experience of professional wealth management for high net worth clientele. He has helped clients through major financial transitions such as selling their business, selling their farm or retiring with a significant pension. He has helped them to protect and grow their capital in addition to Read more [...]

  • Brian Thorne

    Company: Allied Associates LLP, Chartered Professional Accountants

    B. Ad. Dip, B. Acct. Dip., CAFA Certified CAFA member Southwestern Ontario Chapter Accounting Advisor Allied Associates LLP, Chartered Professional Accountants Brian 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 Read more [...]

  • Don McGugan

    Company: BMO Nesbitt Burns

    MBA, BBA, CFP, CAFA Certified CAFA member Southwestern Ontario Chapter Born in Lambton County. Bachelors in Business Administration degree from Wilfred Laurier University. Started a career as a Foreign Exchange Trader at a large, privately held agricultural conglomerate in Oakville, Ontario. Recruited by a large international bank as a Commercial Read more [...]

  • Jeff Davies

    Company: Davies Legacy Planning Group Inc.,

    Certified CAFA member Southwestern Ontario Chapter Jeff began working with his father, Len Davies, in the succession planning business in 2009.  In 2013, Jeff has taken on the role of Operations Manager for the Davies Legacy Planning Group. Farm Succession Planning Farm Business Management planning    

  • Len Davies

    Company: Davies Legacy Planning Group Inc.,

    CFP, CLU, EPC, CAFA, CDFA, CIP Certified CAFA member Southwestern Ontario Chapter Cell Number: 519-437-9059 Fax: (519)678-3401 As 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 Read more [...]

  • Matt Montague

    Company: Allied Associates LLP, Chartered Professional Accountants

    Accounting Advisor Allied Associates LLP, Chartered Professional Accountants Matt 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 Read more [...]

  • Pete Aarssen

    Company: Maple Creek Partners

    Pete Aarssen, CFP, CLU, CH.F.C., CAFA, EPC Maple Creek Partners is an employee benefit and estate planning advisory firm. Our mission is to serve the particular financial wellness needs important to the business family; especially small businesses, farm and agri-business professionals. With over 35 years of experience and professional qualifications Read more [...]

  • Richard Banwell

    Company: Erika Banwell CA Professional Corporation

    B.Sc.(Biology), CPA, CA, CAFA Certified CAFA member Southwestern Ontario Chapter Chartered Accountant Erika Banwell CA Professional Corporation CA Succession Tax