- 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: 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: 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: 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: 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: 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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Tag: Mixed farming
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