- Company: Maple Creek PartnersWilling to do Public Speaking?: YesPublic Speaking Topics:
Intergenerational farm & Wealth Transfer/ Succession Planning
Elder Planning Issues - Longevity & Aging-Related Awareness & Consequence PreparednessPete Aarssen began his career in financial services in 1983. He then spent the next 34 years in sales, sales management and executive leadership responsibilities with the Great West Life group of companies. He and his wife Shelley have lived in several cities throughout Ontario and Pete has professionally supporting his parent firm’s efforts by working throughout all of the Read more... - Company: Allied Financial Services Limited/ Manulife Securities Investment Services Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Succession Strategies
Life Insurance Strategies
Investment StrategiesWe have been serving the agricultural producer since 1956. Our goal is to create an effective and appropriate financial strategy designed to meet our clients’ objectives. We achieve this goal by being our clients’ trusted professional advisors offering value-added products, with knowledgeable support services for the long term. Our focus is on your best interest. Our consultation process allows the Read more... - Company: Bossy Nagy Group Chartered Professional AccountantsWilling to do Public Speaking?: YesMike Bossy has been a trusted business advisor to clients for over 30 years. Mike is a strategic thinker, and combines his extensive experience as a Chartered Professional Accountant with his numerous other business designations to provide a spectrum of valued services including accounting, trust and estate planning, taxation and business consulting, with particular expertise in intergenerational business and farm Read more...
- Company: Boys Financial ServicesWilling to do Public Speaking?: YesPublic Speaking Topics:
Anything related to working with farm and small business families on sale, succession, retirement or estate planning
Raised on a mixed farm in England, earned his National Diploma in Agricultural Engineering (Honors) in 1969, emigrated to Canada in 1970, worked in the farm equipment business for 27 years. He started in financial services in 1997, now in his 23rd year as a financial advisor in Central Alberta, as the financial quarterback for farm and small business families. Read more... - Company: M.R.E. Financial Services Corp.Born and raised in Saskatchewan. Have been serving families and business owners as a financial advisor for over a decade. More information on Jeff can be found at www.MREFinancial.com Financial planning and advice in the areas of succession planning, estate planing and retirement planning. Products offered include various investment and insurance solutions when deemed necessary. Read more...
- Company: RBC Royal BankCarson was born and raised on a cow/calf, feedlot and cash crop operation in the south-west corner of London. Throughout his Bachelor of Commerce in Food and Agricultural Business at the University of Guelph, Carson took every opportunity possible to visit a farm and learn something new from each and every farmer and agri-business. Spending summers during university working in Read more...
- Company: Cows in Control Inc.25 year experience managing large farm and ranching operations. History in various levels of the beef industry in cow/calf production, feedlot, backgrounding and prior experience in international beef production chain. Was Cattle Director for One Earth Farms in Saskatchewan, 8800 cows on 8 different operations, I designed the program, pitched and raised funds for its development. Prior experience was managing Read more...
- Company: Definition FinancialFor over 25 years, Tim Duquette has been helping individuals, farm families and businesses, grow and protect their wealth. Working with a network of highly skilled professionals, Tim specializes in Estate, Tax, and Succession Planning Strategies. His holistic, integrated approach to wealth management both simplifies and enhances the quality of his clients’ lives. Helping people achieve their lifestyle and legacy Read more...
- Company: Filipchuck Management Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Farm Financial Management
Strategic Planning
Debt Management
Communication and Managing Family and Business RelationshipsFilipchuck Management Inc., CEO, Denise Filipchuck, developed a keen interest for agriculture on the family farm in the Swan River Valley of western Manitoba – growing into a passion for providing farmers and farm families with valuable and unbiased advice and information they need to confidently make decisions with peach of mind. Denise has obtained Meeting Facilitation, Conflict Management and Read more... - Company: Seeds of EncourgementWilling to do Public Speaking?: YesPublic Speaking Topics:
- Finding fairness in farm transition.
- Tools to talk about tough transition issues
- Becoming a Conflict Competent LeaderSeeing. Elaine Froese helps farm families to get clarity of expectations, certainty of timelines and agreements and a commitment to action for their farm transition plan. She is an expert communicator who helps resolve conflict and increase communication for farm families wanting to transition to the next generation. Awarded the Wilson Loree Excellence in Farm Mgt. Award 2018. Author of Read more... - Company: RLB Chartered Professional AccountantsI am a senior 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 and advisory needs. Growing up I always had an interest Read more...
- Company: MNP LLPAg Partner with MNP in the Winnipeg office. 30 years of experience working with farm families in all sectors of agriculture as well as Hutterite Colonies. Offering advice in accounting, tax, farm risk management and farm transition. I was also part owner in our family grain farm fro 20 years. Read more...
- Company: BDO Canada LLPI am lucky to work with a number of farm clients and help them with their accounting and tax needs. BDO provides a full range of accounting, tax and consulting services for farm businesses including succession planning.I have been with BDO helping Farm businesses for over 22 years. Member: Chartered Professional Accountants of Ontario Read more...
- Company: Farm Credit CanadaI am an Agriculture Transition Specialist with Farm Credit Canada in Swift Current where I work with farm families to help begin the process and make a plan associated with transitioning the farm to the next generation. My role involves meeting with families to ask questions, discuss concerns and evaluate high level strategies or options so they can be prepared Read more...
- Company: Allied Associates LLP, Chartered Professional AccountantsI 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 Read more...
- Shannon Lueke, PAg., is a Farm Management Consultant with MNP’s Agriculture Services group in the North Saskatchewan Region. Working with producers, agri-business, government and other agricultural agencies, Shannon delivers advice and solutions tailored to each client’s unique situation and goals. Shannon draws on more than 13 years of experience to develop and implement solutions to the wide range of issues Read more...
- Company: Farm Credit CanadaRaised on a Dairy / Crop Operation in Huron County. Attended the University of Guelph and since graduating have been working for Farm Credit Canada for last 15 yrs in lending and my current role a Manager of Business Development. Financial analysis and planning Business planning and review I have been working in financial analysis and lending for over 15 Read more...
- Company: Farm LifeWilling to do Public Speaking?: YesPublic Speaking Topics:
Taxation
Farm Business Planning
Succession PlanningEarl grew up on a dairy, beef, swine and cash crop farm in the Peterborough area and farmed full time with his father and brother for six years. He went to the University of Guelph where he obtained a Bachelor’s Degree of Science in Agriculture and a Master’s Degree in Animal Science. He worked for the Ontario Ministry of Agriculture, Read more... - Company: McKercher LLPNikki has assisted numerous clients with finance, commercial (non-First Nations and First Nations) land transactions and general business matters. This work includes: commercial lending and financing arrangements, including private placements and public offerings; purchase, sale, leasing and development of real property including that which involves First Nations’ Reserve lands; corporate and non-corporate-entity documentation and advice; First Nations’ governance and trust Read more...
- Company: Clarity Wealth SolutionsRoland has spent over twenty years dealing with professionals and business owners and almost fourteen years in financial services. He has worked with clients ranging from individuals and business owners to some of the largest Fortune 500 companies in North America. Prior to joining Clarity, Roland spent almost a decade in sales and management with a large private firm. He Read more...
- Company: Farm Management CanadaHeather Watson is the Executive Director of Farm Management Canada (FMC). Heather obtained her Bachelor’s from the University of Guelph, and went on to obtain her Master’s degree from the University of Warwick in Coventry, England. Heather’s passionate about education and committed to enhancing efforts to encourage better business management practices for a sustainable and truly remarkable agriculture industry in Read more...
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