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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...
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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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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...
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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: 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...
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Company: Farm Family Transition ExpertWilling to do Public Speaking?: YesPublic Speaking Topics:
Finding Fairness in Farm Transition
Dealing with Entitlement
Discussing the Undiscussabull - how to get people to the transition table to talkElaine 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 5 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: 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...
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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: 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... -
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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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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...
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Company: Farm Credit CanadaI grew up in Huron County on a Dairy and Cash Crop farm. I attended the University of Guelph and graduated with a Bachelor of Commerce in Agri Business. After University I started with FCC out of the Walkerton office as a Relationship Manager and a few years later moved to our Listowel office to be closer to the family Read more...
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Company: RBC Royal BankGrace Mullen was born and raised on a cash crop and hog farming operation in Essex County. She completed her Bachelor of Commerce degree majoring in Food and Agriculture Business in April 2018. Grace was fortunate to work in various sectors while completing her degree. She has experience in agronomy, finance, marketing and human resources. Grace is now working at Read more...
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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...
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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...
