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Company: Wellington-Altus Private WealthWe are an integrated advisory practice that works with a select group of farmers, business owners, professionals and pre/post retirees and their families. We strive to be our clients’ personal CFO in all aspects of their wealth and be a key advisor in their circle of influence. Read more...
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Company: Baker Tilly Canada GWDWilling to do Public Speaking?: YesPublic Speaking Topics:
Tax planning
Estate planning
Current issues in taxBud received his Bachelor of Mathematics degree in 2010 and his Master of Accounting degree in 2011 from the University of Waterloo. He earned his designations as a Chartered Professional Accountant, Chartered Accountant in early 2013 and completed CPA Canada’s In-depth Tax Course in July 2016. After seven years with another national firm, Bud joined Baker Tilly GWD (formerly Collins 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...
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Willing to do Public Speaking?: YesPublic Speaking Topics:
- Value of Fully Integrated Financial Advice
- Farm Succession & Intergenerational Transfers
- Retirement Planning
- Estate Planning & PreservationI am the co-founder of LifeLegacy Wealth Management Inc. an independent fee-for-service financial planning firm located in Red Deer, Alberta. We offer comprehensive financial planning services to our clients on a fully integrated basis (i.e. includes personal, corporate and family trusts). Our clientele is comprised of farmers, business owners, professionals and retirees. Services include: Investment Planning (Investment Management is provided 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...
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After graduating with a double-degree from Wilfrid Laurier University and the University of Waterloo, Shawn continued his passion for business and mathematics by joining the team at RLB Chartered Professional Accountants. He has been with the firm for the last 12 years and is proud to be RLB’s Tax Partner. Shawn values being part of a full-service accounting firm that Read more...
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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...
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Company: Brimage Law GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
Corporate law
Succession planning
Estate administrationRobert Fuller, H.B.Sc. (Zoology), L.L.B. (Tax Concentration Designation) is a lawyer of over 30 years practicing in Norfolk County with Brimage Law Group. He is the author of Agriculture Law in Canada, First and Second editions. Robert Fuller has appeared successfully at the Supreme Court of Canada on rural liability issues. Robert has authored and presented seminars for the Read more... -
Company: MLT Aikins LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Corporate taxation
Succession planning
Purchase and sale of farm corporationAlain works with a broad client base of individuals, small- to medium-sized enterprises and large corporations to produce business structures and processes that are as tax efficient as possible. He has extensive experience with provincial, national and international tax issues, and also provides tax litigation advice in disputes with the Canada Revenue Agency. Alain has 40 years of experience, Read more... -
Company: Manning Elliott LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Business transition
Estate planning
Wealth continuity planning
Income tax advisory services on structuring ownership models
Planning for sale/ purchase of business
Family trust planning opportunitiesRick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and family wealth continuity services. About Rick He is committed to helping business families create a roadmap for successfully transferring their entrepreneurship and economic wealth across multiple family generations. Rick works extensively with family enterprises, providing owners with business advisory and business transition planning services. Rick is Read more... -
Company: MLT Aikins LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Corporate taxation
Succession planning
Purchase and sale of farm corporationsAaron provides legal advice related to taxation, commercial transactions and estate planning while co-managing his family’s expanding grain farming operation near Hanley, Saskatchewan. Aaron frequently assists clients with income tax, goods and services tax, provincial sales tax, share and asset purchases, shareholder agreements and estate planning matters. His active involvement in the agriculture industry allows him to provide unique perspectives Read more... -
Company: Blythe Brae Farms Ltd. / Agro Systems Ont. Ltd.Owns and operates Blythe Brae Farms Ltd. (cash crop and grain elevator near Woodstock, ON) 1968- Present Record keeping and business consulting Agro Systems Ontario Ltd. 1984-Present. Roasting soybeans for livestock feed, 1987-Present. Processing roasted soybeans for food market, 1996-2006. Accounting / management record keeping for crops and elevators. Business planning for mid-sized farms. Support for AgriSolutions Software Program. Marketing Read more...
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Company: RBC Dominion SecuritiesWilling to do Public Speaking?: YesPublic Speaking Topics:
Retiring as farmer has unique challenges
The 3 circles your family needs to be aware of
Kick-starting the next generation on your operation
Investment in land versus stocks
Treat your farm like the corporate entity it isShawn loves the challenge of helping his clients strategize and work through the complex situations they face. Having gone through several market cycles since joining the industry in 1997, Shawn has developed a highly structured process and a steady hand to guide his clients through uncertain economic times. As a licensed Portfolio Manager, Shawn is held to the highest professional Read more... -
Company: New Farm ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Business and Estate Succession Planning.
Business Reorganizations
Professional CollaborationsWho I am: I’m a Certified Business Facilitator, an Estate Preservation Consultant and Professional Planning Advisor. I am not a farm crops management advisor. But… I am a member in good standing with the Canadian Association of Farm Advisors (CAFA). I have a dozen testimonials from clients and professional colleagues including lawyers, accountants and financial services advisors. Read more... -
Company: Manning Elliott LLPBryan is a member of our Tax Department with expertise in personal and corporate income tax planning and estate and succession planning. He is particularly focused on providing timely and effective tax advice to privately held businesses and their shareholders. In addition, Bryan is experienced in dealing with the cross-border structuring issues that arise for foreign companies wishing to establish Read more...
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Company: Pallister Financial Group“A well-designed financial plan can help prepare you for many of life’s challenges. Helping families and business owners protect their lifetime of work is my passion; it is what financial planning is all about.” Tom Hyde has a part of Pallister Financial for almost two decades. Tom has a well-earned reputation for honesty, integrity and giving back to the Read more...
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Company: Ontario Estate Consulting Solutions Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
1. Why everyone who lives in Ontario would benefit from having two wills per person rather than only one will per person - offered fro free on Zoom the 2nd Wednesday of every month at 7pm
2. Executor 101 Training - offered fro free on Zoom the 3rd Tuesday of every month at 7pm
3. Will wordings and ideas that can improve and optimize your estate planning
I am a chartered accountant whose professional practice is restricted only to fee-for-service estate planning engagements for Ontario residents from all walks of life. I create optimal detailed estate plans that are complete and ready for a lawyer to draft from. Please check out my website for further info: www.ontarioestateconsulting.ca Member of: CPA Ontario, STEP, CEA Read more... -
Company: Scotia Wealth ManagementI am a director and Senior Wealth Advisor who quarterbacks wealth management and succession planning for farmers with the support of a comprehensive team. Actively farming myself, I bring a unique expertise to implementing effective tax, insurance, succession and estate planning, ensuring a clear path and peace of mind. Member: IIROC Read more...
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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...
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Company: Westoba Financial SolutionsGrowing up on a farm in south western Manitoba, I learned my skills that were transferable to my senior leadership career. An Agri-Business background coupled with 24 years of financial planning experience, I am a strong believer that partnering with a professional advisory team is crucial. I have chosen to partner with Westoba Credit Union Ltd. and lead a team Read more...
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Company: Staples & Swain Professional CorporationBorn and raised on a farm just east of Lindsay, Heather Richardson (nee McCrae) joined Staples & Swain as an associate in 2007, following the completion of her articles with a downtown Toronto law firm. Heather joined the partnership of Staples & Swain Professional Corporation in the spring of 2009 and stepped into the role of managing lawyer at the Read more...
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Company: FNC SereconWilling to do Public Speaking?: YesPublic Speaking Topics:
- Farmland Management for Absentee Owners
- Farmland Price Trends
- Land Options in Farm Transition/ SuccessionJim’s background is business development, marketing and consulting in both the agriculture and technology sectors. Jim has worked extensively with Serecon in the past and is responsible for the continued development of FNC Serecon’s practice and client base. A graduate of agriculture at the University of Manitoba, Jim grew up on a farm in southwestern Manitoba. Member: Alberta institute of Read more... -
Company: Allied Associates LLP, Chartered Professional AccountantsWayne joined Allied Associates LLP in 1992 assuming the position of Tax Manager. He was raised on the family farm near Dublin, Ontario, and graduated with an Honours Bachelor of Business Administration from Wilfred Laurier University in 1988, receiving his Chartered Accountant Designation while employed with KPMG in 1991. Wayne currently holds the position of Chief Executive Officer. Wayne is Read more...
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Company: ATA Financial Group Inc.Jeff grew up in Lang, Saskatchewan, a rural farming community between Weyburn and Regina. As a Financial Advisor out of Weyburn, he works with clients in Manitoba, Saskatchewan and British Columbia. Jeff has been around farming his entire life, having grown up on a grain farm a few miles outside of Lang. He still helps out how he can Read more...
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Company: MNP LLPDwayne Scott is MNP’s Senior Manager, working out of the Strathroy office (previous office Parkhill). He is a senior business advisor and leader with 26 years of progressively responsible experience both in industry and consulting, focused primarily in the small business and agricultural industries. Member of Ontario Ag Team | Livestock Niche | Southwestern Ontario Managers | Firm Ag Team Read more...
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Company: Meighan Haddad LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate planning
Corporate structuring
Real estateStacy Senkbeil was born and raised in Brandon. She received her Bachelor of Arts in 2009 from Brandon University, and graduated from the Faculty of Law at the University of Manitoba in 2015. Stacy has strong roots in Brandon as an active community member and strong voice for the region. She has been a board member of the YWCA Women’s Read more... -
Company: Wilde Advisory GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Succession & Estate Planning
I grew up in Humboldt, Saskatchewan and my parents were grain farmers. After graduating from U of S in 1991 I joined Wilde & Company in Vegreville. I later joined the Wilde & Company partnership. Our family loves the life in a rural community. We are active community volunteers. Currently, I am engaged on our Rural Physicians Retention and Attraction Read more... -
Company: Baker Tilly SK LLPBorn and raised in Yorkton, SK. Graduated from the University of Saskatchewan in 2013 with a B.Comm. At that time started full-time with Collins Barrow PQ LLP in Saskatoon and completed my CFE in 2015 and attaining my CPA designation in 2016. Have worked with farm corporations and business throughout the 6 years I have been at Collins Barrow PQ Read more...
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Company: Allied Associates LLP, Chartered Professional AccountantsWilling to do Public Speaking?: YesBryan joined Allied Associates LLP in 1996 as Accounting Advisor in the Peterborough area. He was raised in rural Oxford County in Southwestern Ontario and has lived with his family in the Peterborough area since 1981. Bryan graduated from the University of Waterloo in 1991 with his Bachelor of Mathematics degree and obtained his Chartered Accountant (CA) designation in 1992. Read more...
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Company: The Family Furrow“Everyday, a Family Farm Team, somewhere, is gripped with despair, anxiety, anger and hopelessness, as they ‘live’ their relationships and communication style that has developed over time. It does not have to be that way. In fact it must not be that way and it cannot go on that way. We’d like to believe that our Family Business Team doesn’t Read more...
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Company: Father & Son FinancialI’ve worked 30+ years in financial services and since 1987, my team and I have worked hard to create a safe place for families, business owners and individuals become financially independent. I enjoy spending time with my family including our 4 legged friends Ace and Charlie, playing on the golf course and “cheering on” my hockey team. There are many Read more...
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Company: Tall Oak Private WealthWilling to do Public Speaking?: YesPublic Speaking Topics:
Succession Planning
Cash flow and Tax Minimization
Insurance, Wealth and Estate Planning
David has worked in the insurance industry since 2011 holding various positions with two of Canada’s largest insurers. Dave specializes in helping farmers and business owners simplify the financially complex helping to create and implement a successful transition plan that minimizes tax and maximizes values. David has experience with the family dynamics and nuances of farm operations and how to Read more... -
Company: LifeLegacy Wealth Management Inc.I am a co-founder of LifeLegacy Wealth Management Inc, an independent, fee-based financial planning firm located in Red Deer, Alberta. LifeLegacy provides fee for service wealth planning services to a clientele of highly successful farmers, business owners and professionals throughout Central Alberta. Specializations include: -working with families to successfully transition their farm or business to their chosen successors. -working with Read more...
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Company: Baker Tilly Canada REOWilling to do Public Speaking?: YesPublic Speaking Topics:
Taxation
Succession planningLuther completed his Diploma in Agriculture at University of Guelph – Kemptville Campus in 2007 and Bachelor of Commerce at Carleton University in 2011. He has worked at Collins Barrow since 2012. He earned his CPA, CA designation in 2013. In 2016 he completed CPA Canada’s In-Depth Tax program, a three year tax specialization course. Member: CPA Ontario Read more... -
Company: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM Read more...
