- 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:
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: Bob Beach Insurance Inc.Expertise Insurance Investment Retirement Planning & Succession Business Particulars Specialist, Farm Estate & Retirement Plans Bob Beach Insurance Inc. 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: Red River Group - Real Property SolutionsAppraiser Commercial, Agricultural Appraisals and Consulting Member: Appraisal Institute of Canada Read more...
- Company: Lise Deleurme Chartered Professional AccountantI 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...
- 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: 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: Abundance CanadaPeter Dryden Prior to joining Abundance Canada in 2014, Peter served in the corporate world spanning 22 years with Dell Inc., Royal Bank of Canada and Ambrose University, in areas of project and team management, customer experience and support, global quality and process management and information technology. He is married, with two adult children in university, and is actively involved 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: 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: Blythe Brae Farms Ltd. / Agro Systems Ont. Ltd.Owns and operates Blythe Brae Farms Ltd. (cash crop and grain elevator near Woodstock, ON) 1968- Present Record keeping and business consulting Agro Systems Ontario Ltd. 1984-Present. Roasting soybeans for livestock feed, 1987-Present. Processing roasted soybeans for food market, 1996-2006. Accounting / management record keeping for crops and elevators. Business planning for mid-sized farms. Support for AgriSolutions Software Program. Marketing 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: 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: LRH Larry R Hemeryk, CPA, CFP®, CAFA®Professional Accounting& Tax Preparation for: Agriculture Business Corporate Personal Estates Member: Chartered Professional Accountants of Ontario 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: Manning Elliott LLPBryan is a member of our Tax Department with expertise in personal and corporate income tax planning and estate and succession planning. He is particularly focused on providing timely and effective tax advice to privately held businesses and their shareholders. In addition, Bryan is experienced in dealing with the cross-border structuring issues that arise for foreign companies wishing to establish 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: 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...
- My agricultural practice emphasizes real estate transactions, family farm corporations and succession and estate planning including wills, powers of attorney, living wills and estate administration. I also have a growing land use planning business and regularly assist clients with severances and lot line adjustments. I enjoy utilizing my legal knowledge to assist agricultural clients with the unique challenges they may 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: 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: Larry Morin Farm and Business PlanningLarry Morin Farm And Small Business Planning Finance Diploma; AIC (Life License); Farm Debt Mediation Service Larry R. Morin has been involved in Agriculture and Small Business finance for over twenty five years assisting clients in developing business solutions for both existing as well as new operation proposals. He has a Business Finance Diploma and has received extensive training in 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: PTMG LLP, Chartered Professional Accountants and Business AdvisorsAccountant Management Consultant Succession Tax Trust Read more...
- Company: Farm LifeWilling to do Public Speaking?: YesPublic Speaking Topics:
Taxation
Farm Business Planning
Succession PlanningEarl grew up on a dairy, beef, swine and cash crop farm in the Peterborough area and farmed full time with his father and brother for six years. He went to the University of Guelph where he obtained a Bachelor’s Degree of Science in Agriculture and a Master’s Degree in Animal Science. He worked for the Ontario Ministry of Agriculture, Read more... - Company: Staples & Swain Professional CorporationBorn and raised on a farm just east of Lindsay, Heather Richardson (nee McCrae) joined Staples & Swain as an associate in 2007, following the completion of her articles with a downtown Toronto law firm. Heather joined the partnership of Staples & Swain Professional Corporation in the spring of 2009 and stepped into the role of managing lawyer at the Read more...
- Company: FNC SereconWilling to do Public Speaking?: YesPublic Speaking Topics:
- Farmland Management for Absentee Owners
- Farmland Price Trends
- Land Options in Farm Transition/ SuccessionJim’s background is business development, marketing and consulting in both the agriculture and technology sectors. Jim has worked extensively with Serecon in the past and is responsible for the continued development of FNC Serecon’s practice and client base. A graduate of agriculture at the University of Manitoba, Jim grew up on a farm in southwestern Manitoba. Member: Alberta institute of 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: MNP LLPDwayne Scott obtained his certified general accountant designation in 2002 while working as a controller for a small-medium sized business and joined Wilkinson Rogers LLP shortly thereafter, working there close to 19 years. He holds a dual diploma in business – administration and accounting. Dwayne’s primary focus was providing accounting and tax advice to Wilkinson Rogers’s agricultural clients and he Read more...
- Company: Wilde and Company Chartered Professional Accountants / Olson Law, Barristers &Willing to do Public Speaking?: YesPublic Speaking Topics:
Farm Succession & Estate Planning
I grew up in Humboldt, Saskatchewan and my parents were grain farmers. After graduating from U of S in 1991 I joined Wilde & Company in Vegreville. I later joined the Wilde & Company partnership. Our family loves the life in a rural community. We are active community volunteers. Currently, I am engaged on our Rural Physicians Retention and Attraction 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: Lerners LawyersLawyer Business Law Real Estate Succession & Estate Planning George grew up on a cash crop farm near London, Ontario. He obtained his LL.B. from University of Western Ontario, 1973 and was called to the Ontario Bar in 1975. He practices in association with his wife, Sydney P. Pearson, in Strathroy, Ontario, in a general practice with emphasis on Read more...
- Company: Allied Associates LLP, Chartered Professional AccountantsWilling to do Public Speaking?: YesBryan joined Allied Associates LLP in 1996 as Accounting Advisor in the Peterborough area. He was raised in rural Oxford County in Southwestern Ontario and has lived with his family in the Peterborough area since 1981. Bryan graduated from the University of Waterloo in 1991 with his Bachelor of Mathematics degree and obtained his Chartered Accountant (CA) designation in 1992. Read more...
- Company: IG Wealth ManagementWilling to do Public Speaking?: YesPublic Speaking Topics:
Investment Planning with World Class Sub-Advisors
Retirement Planning for Farmers
Estate Planning for Farmers
Debt PlanningAndrew is the leader of the Andrew St John & Associates Investment Team. Andrew has been helping generations of families strategically grow their wealth, plan for business succession, and manage investment assets. Andrew’s expertise is in applying comprehensive wealth concepts to individuals & corporations. Andrew helps families and business owners to enhance their financial situation by minimizing tax, maximizing cash 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: Baker Tilly Canada REOWilling to do Public Speaking?: YesPublic Speaking Topics:
Taxation
Succession planningLuther completed his Diploma in Agriculture at University of Guelph – Kemptville Campus in 2007 and Bachelor of Commerce at Carleton University in 2011. He has worked at Collins Barrow since 2012. He earned his CPA, CA designation in 2013. In 2016 he completed CPA Canada’s In-Depth Tax program, a three year tax specialization course. Member: CPA Ontario Read more... - Company: BDO Canada LLPWilling to do Public Speaking?: YesPublic Speaking Topics:
Succession Planning
Family Business
Business PlanningBrent is a Partner of BDO Canada LLP, working out of the firm’s Norwich and Woodstock offices. His agriculture clients cover a variety of areas including dairy, hogs, cash crop, ginseng, aquaculture, horticulture, feed mills, seed dealers and more.” He is a member of BDO’s Transition Practitioner Program, helping the firm’s clients plan and execute effective succession arrangements. He obtained Read more...
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Tag: Succession Planning
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