All Wellington County

Ontario Sponsor:

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The Wellington County Chapter Chair is Tom Blonde
(519)846-5315
tblonde@cbelora.com

  • Aaron Greene

    Company: RLB LLP

    I am a staff accountant 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 the other people in our Agriculture Team to provide farms with the best service for their accounting Read more [...]

  • 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.

  • Caiden Fairbairn

    Company: RBC Royal Bank

    Graduate of University of Guelph Agr Business Program. Born and raised on small farm west of Orangeville. Passion for Sports and Agriculture – specifically crops.

  • Del Wilmot

    Company: Wilmot Financial Services Inc.

    I’ve been an independent insurance and investment advisor since 1994, and have built a successful practice from scratch through hard work, dedicated service to my clients, and referrals from clients. Retirement Income Security planning for incorporated farmers, small business owners and other professionals. Income protection for individuals and their families Read more [...]

  • Diane Squires, B.A., LL.B.

    Company: Smith Valeriote Law Firm LLP

    Diane 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 Read more [...]

  • 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 [...]

  • Elizabeth Tyler, CPA, CA

    Company: RLB LLP

    Have 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 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 [...]

  • Graham Parkinson, B.A., J.D.

    Company: Miller Thomson LLP

    Graham Parkinson works in corporate law and mergers and acquisitions alongside his Miller Thomson colleagues to help businesses thrive throughout their life-cycle. Graham takes the time to understand where his clients are coming from and where they want to go, whether they are incorporating as startups, financing for growth, or 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

  • Katie Cheesmond

    Company: RLB LLP

    Actively engaging employees of one of the regional largest accounting and business advisory firms in business development, forging a business development culture within the firm and providing the tools for success through marketing. Spending 10 years in finance, an understanding of the needs and requirements of family business to have Read more [...]

  • 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 [...]

  • Matthew L. Venne, CPA, CA

    Company: RLB Chartered Professional Accountants

    Previous 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 Read more [...]

  • Michael DeBorger

    Company: RBC Royal Bank

    B. Comm, Agr Bus. Wellington County Chapter Senior Agri-Business 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 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 [...]

  • Nicola Melchers, LL.B.

    Company: Smith Valeriote Law Firm LLP

    Nicola maintains an active solicitor’s practice applying her extensive UK experience to her legal work in Ontario. Her specialties include business law, municipal law, real estate law and wills and estates. Description of Services & ExpertiseHer specialties include business law, municipal law, real estate law and wills and estates

  • 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 [...]

  • Robert Graham, BA (Hons.), J.D.

    Company: Miller Thomson LLP

    Robert practises in business law and tax law and works with private client services. His practice focuses on business and personal tax and estate planning, as well as on business succession strategies. He also advises clients on commercial transactions and their various tax implications.

  • 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 [...]

  • 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 [...]

  • Stephen Sweeney, BA (Hons.), LL.B.

    Company: Miller Thomson LLP

    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 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 [...]

  • Vince Starratt, M.A., LL.B.

    Company: Smith Valeriote Law Firm LLP

    Vince 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 Read more [...]