All Wellington County

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The Wellington County Chapter Chair is Tom Blonde

  • Bruce Robinson

    Company: RLB LLP

    CPA, CA Wellington County Chapter Partner RLB LLP Fax: 519-8229212 Graduate of 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.

  • Edward (Ted) Smith

    Company: Collins Barrow

    Ted received his Bachelor of Arts Degree with a major in business management and economics in 1988 from the University of Guelph.  After an articling period with a local Guelph he qualified as a chartered accountant in 1991.  He joined another Guelph firm in 1994 and became partner of  Bairstow, read more

  • Fred Richardson

    Company: BDO Canada LLP

    CPA, CGA, TEP Wellington County Chapter Partner, Tax BDO Canada LLP Fax: 519-824-5497 Fred 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 read more

  • James Stinson

    Company: James M. Stinson CPA

    A former KPMG Tax Partner in Southwestern Ontario, James has extensive tax knowledge and experience. He is a graduate of the Ivey Business School at the University of Western Ontario. James he has tutored at the CICA Tax Practice, the Bar Admission Course and most recently lectured at the CPA National read more

  • Jesse MacDonald

    Company: Desjardins Financial Security

    BA, Med., CAFA Certified CAFA member Wellington County Chapter Life & Health Insurance Advisor Desjardins Financial Security Cell Number: 519-732-8980 Fax: 519-422-6422 Educator Insurance Public Speaker Retirement Planning Succession

  • Larry Martin

    Company: Agrifood Management Excellence Inc.

    Larry Martin; B.Sc, MSc, Ph. D in Ag Economics Certificates in Coaching/Mentoring and Performance Management Larry Martin is co-owner, with Heather Broughton, of Agri-Food Management Excellence Inc. (AME) a management training company and Dr. Larry Martin and Associates, a consulting operation. He is lead instructor for AME’s management programs and read more

  • Luc P. Joye

    Company: Collins Barrow Wellington-Dufferin District

    BA (Hons.), CPA, CA, CAFA Certified CAFA member Wellington County Chapter Partner Collins Barrow Wellington-Dufferin District Cell Number: 519-500-2533 Fax: 519-846-9120 Born and raised on a dairy farm near Listowel, Ontario, Luc always enjoyed working with Agriculture. After going to Wilfrid Laurier University and obtaining his Chartered Professional designation Luc read more

  • Lyndon Stewart

    Company: Lyndon Stewart & Associates Inc.

    B.SC. Agr., M.Sc., AMP (Harvard), C. Dir., CAFA Certified CAFA member Wellington County Chapter President Lyndon Stewart & Associates Inc. A Change leadership Company with roots in agriculture and a passion for family business and community success.   Area of Practice: Contract services and consulting in the areas of Governance, read more

  • Marlow Gingerich

    Company: Abundance Canada

    Wellington County Chapter Gift Planning Consultant Abundance Canada Cell Number: 226-750-1535 Fax: 519-745-8940 Prior 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 read more

  • Marsha Koehler

    Company: BMK 2015

    Marsha Koehler is a dairy farmers daughter and after 30 years of experiences big and small on my husbands family dairy, we have retired. I have a passion for understanding how the good mental health of the farm family determines the outcome of succession planning on all farms and in read more

  • Michael DeBorger

    Company: RBC Royal Bank

    B. Comm, Agr Bus. Wellington County Chapter Senior Account Manager RBC Royal Bank Cell Number: 519-831-1053 Fax: 519-836-1634 Mike joined RBC as an Agricultural Account Manager in 2004 and has provided business banking and financing solutions to farms and agri-businesses across south-western Ontario. In 2012, Mike joined the Guelph Agri-Business read more

  • Michael Henley

    Company: Miller Thomson LLP

    Lawyer, BSc, MBA, LLB Certified CAFA member Wellington County Chapter Associate Miller Thomson LLP Fax: 519-822-1583 Mike Henley is an associate 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 read more

  • Morgan Senior

    Company: Accord Business Solutions Inc.

    FICB, IMBA, CAFA Certified CAFA member Wellington County Chapter President Accord Business Solutions Inc. Fax: (519) 621-4636 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 read more

  • Nate Martin

    Company: Smith Valeriote Law Firm

    B.A.H., J.D., Certified CAFA Member Wellington County Chapter SmithValeriote Law Firm 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 read more

  • Nick Godfrey

    Company: ProInsure

    Nick Godfrey is a licensed insurance broker with a specialty in business transition and estate planning. Nick’s goal is to help business and land owners plan a successful transition of ownership and control and to minimise fees and taxes during the process. Nick is an outdoors enthusiast lives in Oakville read more

  • Rob Hannam

    Company: Synthesis Agri-Food Network

    Dip. Bus., CAFA Certified CAFA member Wellington County Chapter President & Practice Lead Synthesis Agri-Food Network Fax: 1-866-872-7175 As founder and President of Synthesis Agri-Food Network, Rob gathers valuable insights and draws upon his deep agri-food knowledge to provide clients with practical approaches and actionable solutions. Rob is a skilled read more

  • Robin-Lee Norris

    Company: Miller Thomson LLP

    B.A., LL.B. Certified CAFA member Wellington County Chapter Partner Miller Thomson LLP Fax: 519-822-1583 Robin-Lee Norris practises corporate commercial, real estate and wills & estates law and is a senior partner in the Guelph office of Miller Thomson. Robin-Lee is a highly skilled mediator who uses this expertise to assist read more

  • Ron Steenbergen

    Company: Farm Ontario

    I grew up on a Farrow-to-Wean operation in Alymer, ON and gained ownership of this farm until selling it in 1998. I sold Hog feed for various co-operatives and Molesworth Farm Supply from 1997 to 2011. In 2010 I acquired my Real Estate License and have been selling farms since read more

  • Scott VanEngen

    Company: RBC Wealth Management

    CA, CFP, CAFA Certified CAFA member Wellington County Chapter Private Banking – RBC Wealth Management Royal Bank of Canada Scott 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. read more

  • Sherri Grosz

    Company: Abundance Canada

    B.A., CFP (R), CAFA Certified CAFA member Wellington County Chapter Gift Planning Consultant Abundance Canada Cell Number: 519-502-2112 Fax: 519-745-8940 Sherri 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.  read more

  • Ted Oldfield

    Company: Oldfield, Greaves, D'Agostino

    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. read more

  • Thomas G. Bird

    Company: RBC Dominion Securities

    CIM, FCSI, CAFA Certified CAFA member Wellington County Chapter Vice-President and Director Portfolio Manager RBC Dominion Securities Fax: (519) 822-1982 Tom Bird has been in the financial services industry for 40 years and is regarded within Dominion Securities as one of the top Investment Advisors in Canada. He is a read more

  • Thomas G. Blonde

    Company: Collins Barrow Wellington-Dufferin District

    BSc (Agr), CPA, CA, CAFA Certified CAFA member Wellington County Chapter Partner Collins Barrow Wellington-Dufferin District Fax: (519)846-9120 Thomas 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 read more

  • Tom Schuett

    Company: RBC Dominion Securities

    B. Comm. (Hons), MBA, CAFA, CIM Certified CAFA member Wellington County Chapter Investment Advisor RBC Dominion Securities Cell Number: 519-278-0828 Since joining RBC Dominion Securities in 2005, Tom has focused on providing clients with comprehensive solutions and personalized financial advice. Tom’s extensive experience with intergenerational business and farm transfers as read more