DAVIES, Len: CFPⓇ, CLU, EPC, FEA, CDFA, CIP, CAFAⓇ

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 advisors are able to tailor a farm succession and business plan, to achieve your personal and business goals.

He is fully qualified with designations as a Certified Financial Planner (broad understanding of financial and taxation issues affecting your farm), Chartered Life Underwriter (understanding your estate planning), Elder Planning Counselor (financial and personal issues affecting people over 50 years of age), Certified Agricultural Farm Advisor (networking with other professionals to bring you new ideas and practices), and Chartered Insurance Professional (to help you appreciate risk management on your farm).

Len’s extensive agriculture background includes growing up on a dairy farm in Wellington County, cash crop farming since 1980 in Kent County, working as a research analyst with the economic branch of OMAFRA and field operations management with AGRICORP.  His practical knowledge and expertise go beyond traditional methods, to include innovative and sustainable strategies for all types of farm operations.

With more than 40 years of experience in the agriculture and financial sectors, he fully understands the needs of farmers and is able to convey this to audiences throughout Ontario.  Len is a registered speaker with the Canadian Farm Business Management Council and an instructor for Farm Credit Canada’s AgriSuccess workshops.

• Certified Crop Advisor
• Financial Planner
• Insurance
• Investment
• Management Consultant
• Public Speaker
• Elder Care
• Retirement Planning
• Succession

Member: FP Canada, Advocis