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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: Serca RealtyGrew up on mixed grain farm by Melfort, SK. Sold farm equipment for 9 years here then went into Real Estate. My wife and I own a real estate office in Melfort. I am a Broker with agents representing us around SK. We help with Buying, Selling, Land Management, Tenders and are involved in succession planning. I have been Read more...
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Company: Bob Beach Insurance Inc.Expertise Insurance Investment Retirement Planning & Succession Business Particulars Specialist, Farm Estate & Retirement Plans Bob Beach Insurance Inc. Read more...
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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: Cody & Company Law OfficeWilling to do Public Speaking?: YesPublic Speaking Topics:
Succession planning
Agribusiness
ContractsI am a lawyer practicing in the town of Olds. My practice is a general practice with a significant portion of the practice devoted to agriculture/farm/rural concerns including land leasing, purchases and sales, succession planning and livestock related issues. I have been practicing in these areas of law and in Central Alberta for 10 years. In that time I have Read more... -
Company: Red River Group - Real Property SolutionsThe mission of Red River Group is to provide our clients trusted real property appraisals, consulting, and advisory services to meet challenges faced in complex and changing economic environments. This mission is supported by Red River Group’s three core values: Integrity – All actions and interactions by firm members are to be undergirded by an owned and practiced commitment to Read more...
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I 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...
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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...
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I 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...
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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...
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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: Brimage Law GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
Corporate law
Succession planning
Estate administrationRobert Fuller, H.B.Sc. (Zoology), L.L.B. (Tax Concentration Designation) is a lawyer of over 30 years practicing in Norfolk County with Brimage Law Group. He is the author of Agriculture Law in Canada, First and Second editions. Robert Fuller has appeared successfully at the Supreme Court of Canada on rural liability issues. Robert has authored and presented seminars for the Read more... -
Company: PENTOR Finance Corp.PENTOR Finances specializes in customized mortgage solutions. Read more...
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Company: RLB Chartered Professional AccountantsI am a Manager 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 my colleagues in our Agriculture Team to provide farms with the best service for their accounting and advisory needs. Growing up I always had an interest in 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: 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...
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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...
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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...
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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...
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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...
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Company: Pallister Financial Group“A well-designed financial plan can help prepare you for many of life’s challenges. Helping families and business owners protect their lifetime of work is my passion; it is what financial planning is all about.” Tom Hyde has a part of Pallister Financial for almost two decades. Tom has a well-earned reputation for honesty, integrity and giving back to the 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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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...
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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: Khorshid Nieth & Associates - IG Private Wealth ManagementI was born and raised on a grain farm outside of St. Gregor. Received my Accountancy Diploma from SIAST in 2011. Employment in the accounting field led me to Nipawin and Estevan before settling in Saskatoon. I joined IG Wealth Management in 2013 and have since completed the CERTIFIED FINANCIAL PLANNER (CFP®) designation and Chartered Life Underwriter (CLU) designation. In Read more...
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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...
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Company: Ken Pinder Professional CorporationAccountant Management Consultant Succession Tax Trust Member: CPA Canada/Ontario Read more...
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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...
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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: Purposed Financial CorporationWilling to do Public Speaking?: YesPublic Speaking Topics:
Planning and fulfilling your philanthropic objectives
Farm and business succession planning
Setting realistic goals based on real life planningBorn April 1962 in Eston Sask. Started with CIBC bank 1983 and quickly transitioned over to the insurance and investment brokerage side of industry. Extensive work and experience in the financial industry in Canada as well as the US. Voted in top 5 Canadian advisors by Key Media 2015 to 2021. Involved with multiple charitable organizations as a supporter as Read more... -
Company: MNP LLPDwayne Scott is MNP’s Senior Manager, working out of the Strathroy office (previous office Parkhill). He is a senior business advisor and leader with 26 years of progressively responsible experience both in industry and consulting, focused primarily in the small business and agricultural industries. Member of Ontario Ag Team | Livestock Niche | Southwestern Ontario Managers | Firm Ag Team Read more...
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Company: Wilde Advisory GroupWilling 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 SK LLPBorn 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...
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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...
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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...
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Company: RBC Dominion SecurtitesWilling to do Public Speaking?: YesPublic Speaking Topics:
Investment management
Succession planning
Risk mitigation strategiesIn serving your wealth management needs, I will take into account your complete picture, including your values, and provide you with a clear, understandable and personalized plan to meet each of your goals. I promise to be objective, upfront, and transparent at all times. If another service or solution is better suited to your needs, I will tell you so, Read more... -
Company: LifeLegacy Wealth Management Inc.I am a co-founder of LifeLegacy Wealth Management Inc, an independent, fee-based financial planning firm located in Red Deer, Alberta. LifeLegacy provides fee for service wealth planning services to a clientele of highly successful farmers, business owners and professionals throughout Central Alberta. Specializations include: -working with families to successfully transition their farm or business to their chosen successors. -working with Read more...
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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: Danielle Wildfong ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
- Leadership
- Conflict and communication
- Risk management
- Transition & Continuity planningDanielle has expert knowledge engaging small business entrepreneurs in the agricultural industry. With this unique ability to gain trust and build rapport quickly with producers and entrepreneurs, Danielle can gain valuable feedback and create visionary strategies. Growing up on a farm, and with 13 years of experience in the agribusiness industry and consulting on ag-tech start-ups, Danielle is well-positioned to Read more...
