- Company: Allied Associates LLP, Chartered Professional AccountantsJoni was raised on a dairy/cash crop farm in Middlesex County. Joni graduated from Fanshawe College with a diploma in accounting and from the University of Western Ontario with a Bachelors degree in Economics. She began working with Allied Associates LLP Chartered Accountants in 2002 and currently services clients in Middlesex, Lambton, Huron and Elgin Counties. She obtained her Certified Read more...
- 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...
- Company: Baker Tilly Canada GWDThomas 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 Ontario Farm Income Disaster program with the Ontario Ministry of Agricultural and Rural Affairs (OMAFRA). In 2001, he left OMAFRA and began articling to become a Chartered 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...
- 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...
- I grew up in the rural community of St. Claude, Manitoba. While studying and articling for a small CA firm in Winnipeg, I gained valuable experience in accounting and taxation with a focus on agricultural clients. I obtained my CA designation in 2002. In 2003 I opened my own practice in Notre Dame de Lourdes and St. Claude, Manitoba. My 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:
Financial Management
Farm Transition
Peer groupsFilipchuck 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 Read more... - Company: Green Private Wealth CounselWilling to do Public Speaking?: YesPublic Speaking Topics:
- Life & Disability Insurance
- Off farm investing or post-sale investingPortfolio Manager/ Insurance Advisor Green Private Wealth Counsel David Harris is a Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) certified by the Financial Planning Standards Council (FPSC). David grew up in Embro, Ontario and lived in Alberta for 10 years holding management positions in the hotel industry. David began his financial services career in 1999 as a 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: Jacobsen Financial Consulting Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Corporate Insurance
Succession Planning
Investing off the farm
-I grew up on a working ranch, at 21 married a rancher and spent the last 20 years learning how to make the farm viable. I have been in the investment and insurance industry since 2003 and love every minute of it. I enjoy helping my clients plan ahead, not only for retirement and everyday life, but finding ways to 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: 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: 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: Nesbitt Financial Strategies Inc.Ken Nesbitt has over 30 years’ experience in the financial industry, formerly as a senior partner with Deichert Nesbitt Financial Strategies and is now the owner of Nesbitt Financial Strategies Inc. As a Financial Planner, Ken’s background includes a special expertise in retirement, estate and succession planning. He prides himself in his ability to leverage the resources of various investment Read more...
- Company: IG Wealth ManagementSenior Financial Consultant focused on working with clients to help them achieve financial success, however that is defined by them. We work together to determine the client’s goals, and put a full written financial plan in place to help them achieve those goals. Planning includes investments and insurance, with a focus on tax and estate planning, all focused on long-term 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: 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...
- 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: Performance Financial ManagementAdrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner® (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management Advisor (FMA) and a Certified Executor Advisor (CEA). Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients 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: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM Read more... - Company: Farm LifeWilling to do Public Speaking?: YesPublic Speaking Topics:
Family Communication
Family Farm Leadership
Continuity of the Family FarmDarrell Wade grew up on his family farm in Southern Ontario. This was until the year 2000 and the sudden loss of his father and his family faced the consequences of the right things not being planned for on his family farm. His father, like so many farmers today, didn’t take the time to plan for the “what ifs” with Read more...
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Tag: Financial planning
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