- 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: MNP LLPJordan has worked in public accounting since 1999, obtained his Certified General Accountant designation in 2007, and was promoted to Partner in 2017. He successfully completed the CICA In-Depth Tax Course in 2016. Jordan provides accounting, tax and consulting services to a wide variety of agriculture and agri-business, manufacturing, construction and other owner-managed businesses. Jordan also applies his extensive knowledge 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: Advance Communications Ltd.Willing to do Public Speaking?: YesAdvance Communications Ltd. Expertise Educator Family Coach Human Resources Management Consultant Mediator / Facilitator Public Speaker Succession Read more...
- Company: MNP LLPI practice with a regional firm of Chartered Accountants specializing in the agricultural sector, I have a CFP and CMA designation. I have worked closely with all sizes of farms and have addressed a variety of issues including reorganizations, succession planning, cash flows, financial reporting and tax issues. Expertise I provide accounting, financial, tax, and succession planning with farm families 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: Lakeview Insurance Brokers30 years of experience providing property and casualty insurance to the agricultural and agri-commercial industry. Partner and Agriculture Department Manager at Lakeview Insurance Brokers Ltd., with 7 offices in Manitoba and Saskatchewan. Read more...
- Company: Canadian Canola Growers AssociationWilling to do Public Speaking?: YesPublic Speaking Topics:
Cash Advance Program
Director of Finance and Operations with the Canadian Canola Growers Association since September 2014. Before that, I earned a wealth of experience in finance and marketing services for farmers. During 21 years at the Canadian Wheat Board, I successfully delivered a full suite of time and money saving e-business services to farmers and industry partners. I hold a Bachelor of Read more... - Company: Lizee Gauthier Chartered Professional AccountantAccountant Taxes Farm Statements Corporate Year Ends Bookkeeping, Payroll Member: Chartered Professional Accountants of Saskatchewan Read more...
- Company: Farm Credit CanadaI grew up on a dairy farm. I am a member of the Ordre des Agronomes du Quebec since 1995. I have experience with the feed industry, banking system, insolvency, bankruptcy, credit and farm financing. I have been employed at FCC since 2002, as District Director for Eastern Ontario, North of Ontario and North of Quebec, including Gatineau and Outaouais. As a 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: 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: 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: AJL ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
Can You Afford to Buy that Next Big Purchase? - Analyzing Your Financial & Management Situation Before You Buy
Bridging Generations: Farm Succession/Transition Planning
Specialized Business Planning for Beginning Farmers
Ways & Means for Those with Financial ChallengesI have worked in the agriculture industry in Alberta all my life. I obtained a BSc in Agriculture at the U of A and then worked in the private sector, federal and provincial governments in Since 2004 I have worked as a farm business consultant doing financial analysis and writing business and succession plans and helping farmers with financial challenges. 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: Laskowski & Wright LLPStan was raised on Saskatchewan mixed farm. He was an owner-operator of a grain farm in west central Saskatchewan for 28 years. In winter mouths doing accounting and farm plans. In 2004 after renting the farm Stan went full time accounting & consulting. Stan was an original member of the Saskatoon chapter of the Canadian Association of Farm Advisors, serving 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: Synergy Ag LewvanRobyn is a Farm Management Consultant. Based in Regina, Robyn works with farmers in southeast Saskatchewan, helping them keep their agricultural business current, competitive and profitable. Working one-on-one with clients, Robyn has assisted with agrology and crop consulting, crop input sales, grain merchandizing, and inoculant and canola research. Clients rely on her advice in all areas related to running and Read more...
- Company: MNP LLPIan has a Bachelor of Commerce (Hons.) degree from the University of Ontario Institute of Technology. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2010. Ian grew up on a dairy farm, giving him first-hand knowledge of the challenges of operation an agricultural business. Services include conducting audits, reviews and compilations, preparing financial statements Read more...
- Company: Farm Credit CanadaRelationships focused with a passion for agriculture. I strive to be in financial partnerships with farm clients and understand their business. 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: 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: 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: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM 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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