- 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: Wellington-Altus Private WealthMike is a Chartered Accountant, Certified Financial Planner, Certified Investment Manager and also has his Level II Insurance license. With over 18 years experience in the financial advisory business, the Armstrong Wealth Management Group provides a comprehensive suite of wealth management services. We work with families, business owners and farmers to protect and grow their financial assets and help provide Read more...
- Company: Baker Tilly Canada GWDWilling to do Public Speaking?: YesPublic Speaking Topics:
Income tax
Succession Planning
Sale Planning
Estate PlanningBud received his Bachelor of Mathematics degree in 2010 and his Masters of Accounting degree in 2011 from the University of Waterloo. He passed the Uniform Examination in 2011 and received his designations as a Chartered Professional Accountant, Chartered Accountant in early 2013. After seven years with BDO Canada LLP as a co-op student to tax manager, Bud joined Collins 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: LifeLegacy Wealth Management Inc.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 president and 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 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...
- 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...
- 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: 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: Legacy Family Business AdvisorsLegacy Family Business Advisors provides support services to family business owners with a focus on farm families. Services include legacy planning, conflict resolution, business planning, business development, and coaching. The Legacy team specializes in farm family transition planning. Graham co-founded Legacy Family Business Advisors with fellow CAFA member Karin Naslund. Graham and Karin both manage family farm operations in central 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...
- 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: 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...
- Company: Clarity Wealth SolutionsRyan has spent the last fifteen years working with professionals, business owners, farms and families. He views every client situation as unique with specific needs and looks forward to finding a solution together to meet their goals. Prior to working with Clarity, Ryan spent almost a decade working with an investment firm dealing with High-Net Worth clients, business owners, farms 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...
- Company: Stark & Marsh CPA LLPCraig earned his Bachelor of Science in Agriculture from the University of Saskatchewan in 2010 majoring in Soil Science and minoring in Agribusiness. Later that year, Craig began his articling career with Stark & Marsh CPA LLP, earning his CPA, CA designation in 2014. Craig is currently enrolled in Texas A & M’s Executive Program for Agricultural Producers which primarily Read more...
- Company: Edward Jones InvestmentsRick has 11 years of experience in the Financial Advice Industry. He was born and raised on a mixed farm north of Westlock. Currently, Rick lives in Leduc with his wife and 4 children. He has a passion for sports as a former athlete and now a coach in both hockey and football. Rick has coached football at the University level Read more...
- Company: RBC Dominion SecuritiesAllison was born and raised on a dairy farm in Bornholm Ontario, and has been involved in rural and agricultural landscapes her whole life. Mix her background in agriculture with her passion for financial services and she is proud to be your “City Suit with Rural Roots!” In 2017, she joined the Buchanan Group of RBC Dominion Securities based in Read more...
- 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...
- 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...
- Company: MNP LLPDwayne Scott obtained his certified general accountant designation in 2002 while working as a controller for a small-medium sized business and joined Wilkinson Rogers LLP shortly thereafter, working there close to 19 years. He holds a dual diploma in business – administration and accounting. Dwayne’s primary focus was providing accounting and tax advice to Wilkinson Rogers’s agricultural clients and he Read more...
- 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 and Company Chartered Professional Accountants / Olson Law, Barristers &Willing 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 Canada SKBorn 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...
- 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...
- 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...
- Company: IG Wealth ManagementWilling to do Public Speaking?: YesPublic Speaking Topics:
Investment Planning with World Class Sub-Advisors
Retirement Planning for Farmers
Estate Planning for Farmers
Debt PlanningAndrew is the leader of the Andrew St John & Associates Investment Team. Andrew has been helping generations of families strategically grow their wealth, plan for business succession, and manage investment assets. Andrew’s expertise is in applying comprehensive wealth concepts to individuals & corporations. Andrew helps families and business owners to enhance their financial situation by minimizing tax, maximizing cash Read more... - Company: Credential Financial StrategiesKim has been in the financial services industry for the past 36 years. He first began his career with RBC in 1984 and remained with RBC through to 1995. He was located at several locations in Sask., providing personal financial services and solutions (both investments and lending). In 1996 Kim was hired by Investors Group as a financial consultant and Read more...
- Company: Hub Capital Inc.HARVEY TRIBE, CFPⓇ is a Certified Financial PlannerⓇ Professional who has worked in the financial services industry for 35 years, the past 30 in an advisory role for personal, small business and agricultural clients. By using the big-picture approach, I currently assist clients and prospects to figure out how to meet their life goals, put their plan into action and Read more...
- 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: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Succession Planning
Family Business
Business PlanningBrent is a Partner of BDO Canada LLP, working out of the firm’s Norwich and Woodstock offices. His agriculture clients cover a variety of areas including dairy, hogs, cash crop, ginseng, aquaculture, horticulture, feed mills, seed dealers and more.” He is a member of BDO’s Transition Practitioner Program, helping the firm’s clients plan and execute effective succession arrangements. He obtained 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...
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Tag: Estate planning
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