- 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: Baker Tilly Canada GWDWilling to do Public Speaking?: YesPublic Speaking Topics:
Tax planning
Estate planning
Current issues in taxBud received his Bachelor of Mathematics degree in 2010 and his Master of Accounting degree in 2011 from the University of Waterloo. He earned his designations as a Chartered Professional Accountant, Chartered Accountant in early 2013 and completed CPA Canada’s In-depth Tax Course in July 2016. After seven years with another national firm, Bud joined Baker Tilly GWD (formerly 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...
- 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: 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: 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...
- 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: 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: BDO Canada LLPI am lucky to work with a number of farm clients and help them with their accounting and tax needs. BDO provides a full range of accounting, tax and consulting services for farm businesses including succession planning.I have been with BDO helping Farm businesses for over 22 years. Member: Chartered Professional Accountants of Ontario 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...
- 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...
- 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...
- Ian 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: Accord Business Solutions Inc.I have been working with farm families since 1986 in the area of tax planning and preparation, estate and inter-generational planning and execution. I joined CAFA in 2009 in order to align myself with other professionals working with family farms in Ontario. Income tax preparation for both corporate and personal bookkeeping. Estate planning Inter-generational farm transfers, Farm sales and purchases. Read more...
- Company: Miller Thomson LLPScott brings a wealth of comprehensive litigation expertise to Miller Thomson having extensive experience in both private and public practice. Scott has a broad litigation practice and prides himself in his ability to represent any party to a legal dispute. He provides advice and representation on a wide range of disputes and claims including, but not limited to, personal injury, Read more...
- Company: Assante Capital Management Ltd.Ted has been an investment advisor since 1987 working with a broad range of clients, including small business owners and farmers. He was born and raised on a farm and is currently part of Assante’s Ag Group which specializes in all aspects of wealth planning for Canadian Farm families. Ted completed the Canadian Securities Course in 1989 and achieved his 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: Poultry
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