< Previous11 Feature F arm transition resources have been available for decades in Canada and around the world. Extension specialists in Alberta of- fered family farm succession work- shops as early as 1972. You can find “how to” booklets and workbooks from the Ontario Ministry of Agricul- ture, Food and Rural Affairs (OMAFRA) from 1991. Despite consistent efforts over decades, the most recent agri- culture census, in 2021, showed only 12 per cent of Canada’s 180,000+ farms have a written succession plan. We know farm families are quick to adopt other effective production and management strategies for their busi- nesses. Why is the conversation and planning for farm transition either not starting or stalling and delayed for farming families? Changing the story As advisors, it may be easy for us to point at our clients and say, “Do better.” This perspective misses an opportunity to think about how we professionals might reflect on and adjust our own practices, to improve the outcomes. How can we as advisors help to change the story? Reframe how we sell succession services Many succession advisors have marketed their services through fear, uncertainty, and doubt. It sounds like this: “Transition planning is really dif- ficult. You cannot do this without me.” The worry over inability to start and complete the planning task is damag- ing. When we share the message of fear, it results in paralysis and inaction, as opposed to motivation. Instead, of- fer this reframe: “Transition planning can be challenging, but I know you can do it. How can I support you?” Set aside the horror stories For some reason, we professionals — whether accountant, lawyer, busi- ness advisor, or financial planner — like to tell stories of succession attempts gone bad. “Let me tell you about fam- ilies who didn’t plan correctly then lost their farm, lost relationships, and paid a lot of taxes.” The “war stories” are the method that advisors have tried to motivate action from the farm business audience. Telling stories is effective for presentations, but warning of awful outcomes is more likely to stall instead of generating action. We should keep the horror stories to ourselves, as they don’t help. Start with belief and hope As professional advisors, we are trusted sources of information, ex- perience, and insights. Our clients know that we see numerous family businesses and understand success- ful planning practices. Do not under- estimate the power of our belief in our clients’ capability. By telling them we believe they can successfully work through and build a transition plan, we add a key ingredient for them to take action. Additional tip: ask them about other challenging situations that they have navigated in the past. Then, re- mind them that they have done diffi- cult tasks before, and they can do it again! Connect with resources Whether each of us have succes- sion expertise or not, we have access to many good professional resources across Canada through CAFA. We have more qualified connections in our net- work than our clients, so let’s not be shy about introducing and presenting op- tions for business families. If our clients know they can call us with any concern to be connected with a solution, it deep- ens the relationship, builds trust, and will help them achieve the succession outcomes they are striving for. Build partnerships How many professionals outside of our own expertise do we work with and learn from on a regular basis? If the answer is five or fewer, let’s take a challenge: grow our connections, part- ner to serve clients, and collaborate to reach better solutions. Working together We all have the ability to be a voice of hope and encouragement for our clients. Choosing to seek and partner with other professionals becomes a positive team effort. It will take all of us to change the narrative of farm transi- tion — let’s do this together! Patti Durand is a strategic action plan- ner, author, and speaker, based in Hum- boldt, Saskatchewan. She has helped hundreds of business families navigate transition conversations and confidently take action. To find out more and order her book, The Future Leader: The Successor’s Guide to Family Business Leadership, visit www.pattidurand.ca. By Patti Durand, P.Ag., CAFA, FEA Shifting the Narrative: Better Communication for Farm Succession12 Canadian Association of Farm Advisors Feature C ommunication is important in any business for several rea- sons but becomes more critical when the business is a multi-family operation. When multiple families are involved, decisions can have differ- ent impacts on each family, and good open communication becomes more important. Whether it is a multi-generational farm or siblings and their families farming together, effective communi- cation is crucial in a family business to ensure smooth operations and that healthy relationships are maintained. By prioritizing communication, family businesses can navigate their unique challenges and the complexities of combining family and business dynam- ics more effectively. A series of formal business planning meetings should be undertaken each year. What to cover At the outset, a discussion needs to be undertaken so that everyone can share their short and long-term goals and visions for the business along with their expectations of their potential roles. Topics should include; 1.General direction for the farm (growth/maintain/downsize); 2.high-level responsibilities and au- thorities for management areas of the farm (production, asset manage- ment, risk management, financial management); 3.Set parameters for compensation capabilities and expectations (an- nual salaries, vacation entitlement, profit sharing); and 4.Discuss rules and expectations for withdrawal of equity from the busi- ness in future years whether a with- drawal is requested or if unforeseen events such as divorce, disability, death, or downturn in the business occur. It is much easier to discuss very emotional events and your expected outcome when emotions are not elevated in the midst of the event. These discussions should be docu- mented and available for review and update as needed. With a common vision, roles and responsibilities assigned, and agree- ment on high-level business direction, the communication needs to move toward a more detailed plan for the current year. Set up a schedule for formal business meetings with dates and times set so each member can be prepared. Meeting agendas The first formal business meeting of the year should include development and agreement on: 1.The production plans; 2.The requirements for equipment and infrastructure needs; 3.The creation of a draft annual finan- cial plan using general assumptions and estimates; 4.The confirmation of roles and responsibilities; 5.The creation of an action plan and task assignments; and 6.The date for the next meeting. Shortly after the first meeting, at the second formal business meeting, a sig- nificant amount of detailed information By Larry Morin, Investment and Farm Business Advisor Communication Strategies for Multi-family Farms13 should now be available which will allow for: 1.The creation of a detailed financial plan for the year that incorporates actual quotes for inputs, capital re- quirements, commodity prices, and so on; 2.The discussion and decision upon changes to the draft financial plan that may be required with the cur- rent information available; 3.The creation of the next action plan and task assignments needed as discovered in the financial planning process; and 4.Setting the date for the next meeting. The next formal business meeting should be undertaken at least once half- way through the year, if not more fre- quently, depending on the type of farm: 1.Review and update the financial plan by: a.Updating the production plan to actuals incurred year to date; b.Compare actual expenses in- curred year to date to the plan, and adjust the full-year projection accordingly; and c.Update the projected revenues incorporating current commodity estimates. 2.Discuss and decide upon changes that may be required with the cur- rent information available. 3.Create the action plan and task as- signments for the next period. The final formal annual business meeting should be undertaken after the fiscal year end when production results and the full-year expenses are known. At this time, you can: 1.Review overall financial results for the year; 2.Agree on profit-sharing amounts as decided in your initial planning meeting; 3.Review and make desired changes to roles and responsibilities; 4.Assign tasks to prepare for next year’s initial planning meeting; and 5.Celebrate the year’s accomplishments! There obviously will be much more frequent communications and dis- cussions happening weekly or daily throughout the year, but formalizing business meetings with the above agen- das will allow management to remain focused on the agreed-upon goals and vision for the farm. Clarity through communication Open, honest, and regular com- munication helps resolve conflicts that may arise due to overlapping roles and responsibilities. It ensures that misunderstandings are addressed promptly and effectively. When all participants are well informed and aware of all areas of the business, they can contribute more effectively to strategic decisions and feel they are a val- ued member of the group. It will eliminate assumptions, increase everyone’s know- ledge, and reduce uncertainty, which will undoubtedly minimize stress. Involved in agriculture and small busi- ness finance and advisory services for over 30 years, Larry Morin has been assisting clients in developing individualized busi- ness solutions for both existing as well as new operations. He provides annual busi- ness and financial planning services and has assisted several multi-generational family farms navigate the challenges of farm succession and transition. Morin is an approved Farm Financial Specialist with the Farm Debt Mediation Service. By prioritizing communication, family businesses can navigate their unique challenges and the complexities of combining family and business dynamics more effectively.14 Canadian Association of Farm Advisors 2024-25 Canadian Farm AdvisorsResource Guide ALBERTA Abundance Canada Davidson, Kevin, B.Comm., CFPA Gift Planning Consultant Calgary, AB T2A 6R1 Tel: (403) 717-0331 kdavidson@abundance.ca Abundance Canada Dryden, Peter Gift Planning Consultant Calgary, AB T2A 6R1 Tel: (403) 717-0331 pdryden@abundance.ca AccuPro Real Estate Appraisal & Consulting Cumming, Sidney President Grande Prairie, AB T8V 1B8 Tel: (780) 538-9776 sid@accuproappraisal.com AgKnow, Alberta Farm Mental Health Network Songer, Katie Communications Campaign Manager Brooks, AB T1R 1B9 katie@areca.ab.ca AJL Consulting Lange, Art, BSc. (Ag.), P.Ag. Principal Sherwood Park, AB T8C 1E1 Tel: (780) 449-2993 art@ajlconsulting.ca ARECA Hunt, Linda AgKnow Program Director Brooks, AB T1R 1B9 linda@areca.ab.ca Calkins, Blaine Grande Prairie, AB T8V 2A1 calkinsb@telusplanet.net Canadian Western Bank Lyons, Ron Senior Manager, BD Agriculture Banking St. Albert, AB T8N 7J7 Tel: (780) 458-4071 ronald.lyons@cwbank.com Capital Logic Group Inc. Badry, Tom President Calgary, AB T3G 4X8 Tel: (403) 208-5276 tombadry@shaw.ca ClearThink Group Cormier, Pierre, CAC, CMC Partner Sherwood Park, AB T8G 1C3 Tel: (780) 922-3211 pierre@clearthinkinc.com CLHbid.com Carter, Roy, K.C., LL.B. CEO Grande Prairie, AB T8V 0X6 Tel: (866) 263-7480 info@clhbid.com CLHbid.com Hennigar, Bridget, FCPA, FCA COO Grande Prairie, AB T8V 0X6 Tel: (866) 263-7480 info@clhbid.com Cows in Control Inc. Copithorne, Ryan, MBA President Calgary, AB T3Z 2N2 Tel: (403) 775-7534 ryan@cowsincontrol.com Daye & Partners Flynn, Rebecca, CPA, TEP Partner Edmonton, AB T6A 2A5 Tel: (780) 761-2140 rflynn@dayeandpartners.com Farm Credit Canada - Alberta Bokenfohr, Joel, B.Comm., MFRE Business Advisor Edmonton, AB T5P 1M5 Tel: (780) 495-4446 joel.bokenfohr@fcc-fac.ca Farm Credit Canada - Saskatchewan Mulholland, Jordan, B.Mgt. Manager, Business Development Calgary, AB T1Y 7J7 Tel: (403) 952-7941 jordan.mulholland@fcc-fac.ca Felesky Flynn LLP - Edmonton Herbert, Jeremy, LL.B., MBA Partner Edmonton, AB T5J 0J4 Tel: (780) 643-3059 jherbert@felesky.com Felesky Flynn LLP - Edmonton ZoBell, Dane, LL.B., TEP Partner Edmonton, AB T5J 0J4 Tel: (780) 643-3076 dzobell@felesky.com FNC Serecon Inc. Robinson, Jim Edmonton, AB T5J 3S9 Tel: (780) 441-1166 jrobinson@serecon.ca Gilchrist Consulting Gilchrist, Graham, B.Sc. (Ag.), P.Ag. Owner Leduc, AB T9E 5C7 Tel: (780) 986-4180 grahamtg@telus.net Government of Alberta Zurock, Eilysh Airdrie, AB T4A 0C3 Tel: (587) 830-0834 emzurock@gov.ab.ca ITI Financial Kerr, Wendall, CPCA, EPC, FEA Medicine Hat, AB T1A 4S8 Tel: (403) 580-6315 wendall@itifinancial.ca Jacobsen Financial Consulting Inc. Jacobsen, Steph D. President/Financial Planner Camrose, AB T4V 1X2 Tel: (780) 679-4110 stephanie@jacobsenfinancial.ca Kingston Ross Pasnak LLP Sawiak, Allan, CPA, CA, TEP Partner Edmonton, AB T5J 5C6 Tel: (780) 420-4772 asawiak@krpgroup.com L & A LLP Shewchuk, Kristen, CPA, CA Manager Provost, AB T0B 3S0 Tel: (780) 753-4722 kristen.shewchuk@leckiecpa.com Larry Morin Farm and Business Planning Morin, Larry Fort Saskatchewan, AB T8L 4G4 Tel: (780) 405-2959 larrymorin2@hotmail.ca LifeLegacy Wealth Management Inc. Turgeon, Edward, B.Comm., FMA, CIM, FCSI, CFP Certified Financial Planner Red Deer County, AB T4E 0A5 Tel: (403) 341-5899 eturgeon@lifelegacywealth.com McCuaig Desrochers LLP Begin, Celine, B.A., J.D. Partner Edmonton, AB T5J 0E7 Tel: (780) 441-3401 cbegin@mccuaig.com McCuaig Desrochers LLP Kingston, Justin, B.A., LL.B. Partner Edmonton, AB T5J 0E7 Tel: (780) 426-4660 jkingston@mccuaig.com McCuaig Desrochers LLP Simons, Mike, LL.B. Partner Edmonton, AB T5J 0E7 Tel: (780) 426-4660 msimons@mccuaig.com McCuaig Desrochers LLP Wetmore, Shaun, B.Comm., J.D. Partner Edmonton, AB T5J 2Z1 Tel: (780) 441-3403 swetmore@mccuaig.com Metrix Group LLP Derksen, Colin, B.Comm., CPA Senior Accountant La Crete, AB T0H 2H0 Tel: (780) 928-9525 cderksen@metrixgroup.ca Metrix Group LLP Dodd, Trevor, CPA, CA Partner Lloydminster, AB T9V 3A2 Tel: (780) 875-7433 tdodd@metrixgroup.ca Metrix Group LLP Epp, Michael, CPA, CA, CMA Partner Edmonton, AB T5L 4H6 Tel: (780) 489-9606 mepp@metrixgroup.ca Metrix Group LLP Gerlinsky, Mark, CPA, CA Accountant Lloydminster, AB T9V 0J1 Tel: (780) 875-7433 mgerlinsky@metrixgroup.ca Metrix Group LLP McCormick, Donalda, B.Comm., CPA, CMA Office Manager Lloydminster, AB T9V 3A2 Tel: (780) 875-7433 dmccormick@metrixgroup.ca15 2024-25 Canadian Farm AdvisorsResource Guide Metrix Group LLP Unrau, Diane Edmonton, AB T5L 4H6 Tel: (780) 489-9606 dunrau@metrixgroup.ca MNP LLP - Alberta Burton, Rick, B.Comm., MBA Senior Manager, Consulting Red Deer, AB T4N 4L9 Tel: (403) 309-1225 rick.burton@mnp.ca MNP LLP - Alberta Honess, Aaron, B.Mgt. Farm Management Consultant Lethbridge, AB T1J 4V1 Tel: (403) 380-1618 aaron.honess@mnp.ca MNP LLP - Alberta Kotelko, Laura Senior Manager Edmonton, AB T5J 3G1 Tel: (780) 451-4406 laura.kotelko@mnp.ca MNP LLP - Alberta Locke, Danielle Administrative Assistant Edmonton, AB T5J 3G1 Tel: (780) 453-5391 danielle.locke@mnp.ca MNP LLP - Alberta MacLean, Trevor, B.Mgt. (Acct.), MBA Senior Advisor Lethbridge, AB T1K 6R7 Tel: (403) 942-5315 trevor.maclean@mnp.ca MNP LLP - Alberta Meador, Hayden Senior Manager Red Deer, AB T4N 4L9 Tel: (780) 451-4406 hayden.meador@mnp.ca MNP LLP - Alberta Miller, Lisa, CPA, CA Partner Edmonton, AB T5J 3G1 Tel: (780) 733-8696 lisa.miller@mnp.ca MNP LLP - Alberta Person, Stuart, CPA, CA National Director, Primary Producers, Agriculture Edmonton, AB T5J 3G1 Tel: (780) 451-4406 stuart.person@mnp.ca MNP LLP - Alberta Strilchuk, Rob, CPA, CMA, TEP Business Advisor Edmonton, AB T5J 3G1 Tel: (780) 429-5875 rob.strilchuk@mnp.ca MNP LLP - Alberta Swann, Darren, B.Comm., CPA, CA Business Advisor, Taxation Services Airdrie, AB T4B 4J3 Tel: (403) 309-1232 darren.swann@mnp.ca MNP LLP - Alberta Tait, Kelleen, CPA, CA, M.Acc. Alberta Leader, Food and Beverage Processing. National Leader, Livestock, Poultry Edmonton, AB T5J 3G1 Tel: (780) 969-1452 kelleen.tait@mnp.ca MNP LLP - Alberta Wobick, Mark, B.Sc., P.Ag. Farm Management Consultant Lethbridge, AB T1J 4V1 Tel: (403) 380-1666 mark.wobick@mnp.ca Peak Heritage Consulting Ltd. Good-Hassard, Annessa, BBA, FEA Transition Advisor | Speaker | Farmer and Owner of Peak Heritage Consulting Ltd. Cremona, AB T0M 0R0 Tel: (403) 994-2780 peakheritageconsulting@outlook. com ProPlan Group - The Co-Operators Stevenson, Roger, CFPA, CLU, CIP, EPC Financial Advisor Drumheller, AB T0J 0Y0 roger_stevenson@cooperators.ca Real Estate Centre Jacobsen, Heleen Broker/Manager Taber, AB T1G 1S2 Tel: (403) 223-4001 heleen@heleenjacobsen.ca Real Estate Centre Van Dyk, Ben Coaldale, AB T1M 1M7 Tel: (403) 393-4040 benvandyk@me.com VFL Visscher, Vivian VP Legal, AB T0G 1L0 Tel: (780) 919-5990 vfl@live.ca BRITISH COLUMBIA Abundance Canada Friesen, Brad Gift Planning Consultant Abbotsford, BC V2T 6S3 Tel: (604) 335-7993 bfriesen@abundance.ca Abundance Canada Smart, Katherine Gift Planning Consultant Abbotsford, BC V2T 6S3 Tel: (236) 887-3945 ksmart@abundance.ca BC Ministry of Agriculture and Food Flaten, Gary Kelowna, BC V1X 7G5 Tel: (236) 766-7068 gary.flaten@gov.bc.ca Manning Elliott LLP Braun, Lyndon, BBA, CPA, CA Partner Abbotsford, BC V2S 3N5 Tel: (604) 557-5768 lbraun@manningelliott.com Manning Elliott LLP Gendemann, Rick, CPA, CA, BBA Partner Abbotsford, BC V2S 3N5 Tel: (604) 557-5760 rickg@manningelliott.com Manning Elliott LLP Hubbell, Bryan, CPA, CGA Tax Principal Abbotsford, BC V2S 3N5 Tel: (604) 557-5759 bryan@manningelliott.com Manning Elliott LLP Kelley, Brandon, CPA, CA Partner Abbotsford, BC V2S 3N5 Tel: (604) 557-4914 bkelley@manningelliott.com Manning Elliott LLP Takhar, Harjit, CPA, CA Partner Abbotsford, BC V2S 3N5 Tel: (604) 557-5766 harjit@manningelliott.com Performance Financial Consultants Spitters, Adrian, FCSI, CFPA, CEA President, & Corporate Wealth Advisor Abbotsford, BC V2S 2M5 Tel: (604) 855-6846 aspitters@pfcwealthsolutions.com Raymond James Ltd. Inglis, Kim Senior Portfolio Manager Kelowna, BC V1Y 9R9 Tel: (250) 979-1803 kim.inglis@raymondjames.ca Raymond James Ltd. Inglis, Kim Senior Portfolio Manager Vancouver, BC V6C 3L2 Tel: (604) 654-1160 kim.inglis@raymondjames.ca SuccessionReady Grieve, James, CMC, CCXP, CEPA, CSP, MBA Principal Kelowna, BC V1Y 9Z3 Tel: (778) 214-6010 james@catalyst-strategies.com SuccessionReady Wirk, Ashka, M.Sc., MBA Kelowna, BC V1Y 9Z3 Tel: (250) 588-9051 ashka@wirkconsulting.ca MANITOBA Abundance Canada Penner, Harold, CFPA Gift Planning Consultant Winnipeg, MB R3Y 1G4 Tel: (204) 488-1985 hpenner@abundance.ca Abundance Canada Yakabowich, Susan Gift Planning Consultant Winnipeg, MB R3Y 1G4 Tel: (204) 488-1985 syakabowich@abundance.ca Access Credit Union Limited Driedger, Chris Business Account Manager Stanley, MB R6P 0B1 Tel: (204) 809-2848 chris.driedger@accesscu.ca Access Credit Union Limited Elias, John Business Account Manager Stanley, MB R6P 0B1 Tel: (204) 325-1643 john.elias@accesscu.ca16 Canadian Association of Farm Advisors 2024-25 Canadian Farm AdvisorsResource Guide Access Credit Union Limited Enns, Cory Business Account Manager Stanley, MB R6P 0B1 Tel: (204) 822-2423 cory.enns@accesscu.ca Access Credit Union Limited Friesen, Kelvin, P.Ag. Business Account Manager Winkler, MB R6W 4B1 Tel: (204) 331-2176 kelvin.friesen@accesscu.ca Access Credit Union Limited Plet, Nicole Business Account Manager Stanley, MB R6P 0B1 Tel: (204) 362-7743 nicole.plet@accesscu.ca Alghoul & Associates Macey, Taylor Lawyer Winnipeg, MB R3C 1K4 Tel: (204) 942-8070 taylor@alghoul.com BDO Canada LLP - Manitoba Bramwell, Taylor, CPA Manager Winnipeg, MB R3B 3K6 Tel: (204) 956-7200 tbramwell@bdo.ca BDO Canada LLP - Manitoba Cleutinx, Joe Senior Associate Portage la Prairie, MB R1M 0M4 Tel: (204) 857-2856 jcleutinx@bdo.ca BDO Canada LLP - Manitoba Dafoe, Clarissa Senior Manager Brandon, MB R7A 4E6 Tel: (204) 520-2194 cddafoe@bdo.ca BDO Canada LLP - Manitoba Kerr, Kalen, CPA Manager Portage la Prairie, MB R1N 3A4 Tel: (204) 872-2141 kkerr@bdo.ca BDO Canada LLP - Manitoba Kruck, Carol, CPA, CGA Manager, Manitoba Agriculture Industry Group Leader Portage la Prairie, MB R1N 3A4 Tel: (204) 872-2141 ckruck@bdo.ca BDO Canada LLP - Manitoba Waldner, Rachel Brandon, MB R7A 4E6 Tel: (204) 727-0671 rwaldner@bdo.ca Calvin Vanderschuit & Jayden Lamb Private Wealth Management Lamb, Jayden, CFP, RRC Certified Financial Planner Brandon, MB R7A 5B8 Tel: (204) 523-0924 jayden.lamb@igpwm.ca Calvin Vanderschuit & Jayden Lamb Private Wealth Management Vanderschuit, Calvin, CFP Certified Financial Planner, Division Manager Brandon, MB R7A 5B8 Tel: (204) 740-0081 calvin.vanderschuit@igpwm.ca Canadian Canola Growers Association Gallant, Dave, B.Comm., CPA, CA Director, Finance and Operations Winnipeg, MB R3J 3T7 Tel: (204) 789-8811 daveg@ccga.ca Farm Credit Canada - Manitoba Lang, Tim, B.Sc. (Fin.) Business Advisor Brandon, MB R7B 0M9 Tel: (431) 541-7384 tim.lang@fcc-fac.ca Farm Credit Canada - Manitoba Lewko, Dean Business Advisor Winnipeg, MB R3P 1A2 Tel: (306) 781-2627 dean.lewko@fcc-fac.ca Farm Credit Canada - Manitoba McIntosh, Haley Relationship Manager Morden, MB R6P 0H1 Tel: (204) 823-0296 haley.mcintosh@fcc-fac.ca Farm Credit Canada - Manitoba McLeod, Kyle, Dip. Ag. Relationship Manager Brandon, MB R7B 2M2 Tel: (204) 761-9303 kyle.mcleod@fcc-fac.ca Farm Credit Canada - Manitoba Miller, Jaleesa Steinbach, MB R5G 1T6 Tel: (204) 905-0700 jaleesa.miller@fcc.ca Farm Credit Canada - Manitoba Nerbas, Wade, CCA Senior Relationship Manager Steinbach, MB R5G 2C9 Tel: (204) 326-9400 wade.nerbas@fcc-fac.ca Gislason Targownik Peters CPA LLP - Steinbach Beaver, Sarah, CPA, CGA Steinbach, MB R5G 1Y6 Tel: (204) 326-6842 sarah.beaver@gtp.ca Gislason Targownik Peters CPA LLP - Steinbach Hoogerdijk, Joseph, CPA Steinbach, MB R5G 1Y6 Tel: (204) 326-6842 joseph.hoogerdijk@gtp.ca Gislason Targownik Peters CPA LLP - Steinbach Toews, Bonita, CPA Steinbach, MB R5G 1Y6 Tel: (204) 326-6842 bonita.toews@gtp.ca HUB International Friesen, Tim, CAIB Senior Farm & Commercial Account Executive Winnipeg, MB R3J 3T7 Tel: (204) 789-6326 tim.friesen@hubinternational.com HUB International Friesen, Brady, CAIB Farm & Commercial Account Executive Winnipeg, MB R3J 3T7 Tel: (204) 988-4697 brady.friesen@hubinternational. com Manitoba Agriculture Berthelette, Crystal Farm Management Specialist Gimli, MB R0C 1B0 Tel: (204) 861-0593 crystal.berthelette@gov.mb.ca Manitoba Agriculture & Resource Development Arnott, Roy Manager Farm Management Niverville, MB R0A 0A2 Tel: (204) 523-6424 roy.arnott@gov.mb.ca Manitoba Agriculture & Resource Development Durand, Wendy Farm Management Specialist Carman, MB R0G 0J0 Tel: (204) 745-5611 wendy.durand@gov.mb.ca Manitoba Crop Alliance Inc. Graham, Darcelle Chief Operating Officer Carman, MB R0G 0J0 Tel: (204) 745-6661 darcelle@mbcropalliance.ca Manitoba Women in Agriculture & Food Lazo, Laura, PhD, CAF Founder Chair Winnipeg, MB R3M 3M7 Tel: (204) 487-4980 lauralazo@mwaf.ca Meighen Haddad LLP Dane, Karla, B.A., LL.B. Lawyer Brandon, MB R7A 4J4 Tel: (204) 725-8772 kdane@mhlaw.ca Meighen Haddad LLP McDougald-Williams, Laura, LL.B. Partner Souris, MB R0K 2C0 Tel: (204) 483-1556 lwilliams@mhlaw.ca Meighen Haddad LLP Senkbeil, Stacy, B.A., J.D. Lawyer Brandon, MB R7A 4J4 Tel: (204) 717-8750 sasenkbeil@mhlaw.ca Meighen Haddad LLP Webber, Bryan, B.A., B.Ed. (A.D.), LL.B. Lawyer Brandon, MB R7A 4J4 Tel: (204) 725-8773 wbwebber@mhlaw.ca MNP LLP - Manitoba Deleurme, Lise, CPA, CA Partner Notre Dame de Lourdes, MB R0G 1M0 Tel: (204) 248-2073 lise.deleurme@mnp.ca MNP LLP - Winnipeg Griffith, Grant Ag. Partner Winnipeg, MB R3C 0T8 Tel: (204) 924-7539 grant.griffith@mnp.ca MNP LLP - Winnipeg Hyndman, Cory, CPA Senior Manager Winnipeg, MB R3C 0T8 Tel: (204) 924-7539 cory.hyndman@mnp.ca17 2024-25 Canadian Farm AdvisorsResource Guide MNP LLP - Winnipeg Kossack, Aron, CPA, CGA Partner Winnipeg, MB R3C 0T8 Tel: (204) 924-7539 aron.kossack@mnp.ca MNP LLP - Winnipeg Redekop, Stephen, CPA, CMA Senior Manager Winnipeg, MB R3C 0T8 Tel: (204) 924-7539 stephen.redekop@mnp.ca New Outlook Wealth Clark, Ryan Associate Financial Advisor Brandon, MB R7A 3B5 Tel: (204) 570-1539 ryan@newoutlook.ca Pallister Financial Group Hyde, Tom Manager/Financial Planner Portage la Prairie, MB R1N 0K5 Tel: (204) 857-4749 office@pallisterfinancial.com PKF Lawyers Brown, Mona, B.A., LL.B., C.Arb. Senior Lawyer & Managing Director Carman, MB R0G 0J0 Tel: (204) 745-2028 mbrown@pkflawyers.com PKF Lawyers Frohlinger, Tom, B.Sc. (Hons.), M.Sc., LL.B. Lawyer Carman, MB R0G 0J0 Tel: (204) 745-2028 tfrohlinger@pkflawyers.com PKF Lawyers Warnock, Stéphane, B.A., J.D. Lawyer Morden, MB R6M 1T5 Tel: (204) 822-4463 swarnock@pkflawyers.com PKF Lawyers Winkless, Andrew, B.A., LL.B. Lawyer Carman, MB R0G 0J0 Tel: (204) 745-2028 awinkless@pkflawyers.com Positive Growth Agronomy Dunbar, Jodie Brandon, MB R7B 2C2 Tel: (204) 441-4631 positivegrowthag@gmail.com Prairie Sky Appraisal & Consulting Pieterse, Debbie, B.Sc, AAM, AICA, P.App. Senior Appraiser/Owner Winnipeg, MB R3T 2H5 Tel: (204) 391-5090 debbie@prairieskyappraisal.ca Prairie Wealth Planning Consultants Veilleux, Chris Brandon, MB R7B 2B7 Tel: (204) 650-0909 info@prairiewealth.ca Prairie Wealth Planning Consultants Veilleux, Angie, M.C.P., RPP Manager, Business Relations Brandon, MB R7B 2B7 Tel: (204) 650-0909 info@prairiewealth.ca RBC Royal Bank - Manitoba Boekhorst, Rianne, B.Comm. Relationship Manager, Agriculture Winnipeg, MB R3T 2B4 Tel: (204) 807-2931 rianne.boekhorst@rbc.com RBC Royal Bank - Manitoba Campbell, Hannah Winnipeg, MB R3T 2B4 Tel: (204) 988-6410 hannah.campbell@rbc.com RBC Royal Bank - Manitoba Falk, Matt Director, Senior Commercial Markets Portage la Prairie, MB R1N 0L1 Tel: (204) 872-2957 matt.falk@rbc.com RBC Royal Bank - Manitoba Fehr, James Vice President Commercial Financial Services Winnipeg, MB R2N 0B1 Tel: (204) 899-3726 james.fehr@rbc.com RBC Royal Bank - Manitoba Lenchyshyn, Tony Senior Commercial Account Manager, Agriculture and Agriculture Business Winnipeg, MB R3T 2B4 Tel: (204) 988-6410 tony.lenchyshyn@rbc.com RBC Royal Bank - Manitoba Rempel, Garth Commercial Account Manager - Agriculture/Agribusiness Winnipeg, MB R3T 2B4 Tel: (204) 988-6410 garth.rempel@rbc.com RBC Royal Bank - Manitoba Rolfe, Andrew, Ag. Dip. Commercial Account Manager Winnipeg, MB R3T 2B4 Tel: (204) 997-6682 andrew.rolfe@RBC.com Red River Group - Real Property Solutions Daman, Gordan, AACI, P.App., MRICS, B.A President Niverville, MB R0A 1E0 Tel: (204) 371-5833 gordon.daman@redrivergroup.ca Red River Group - Real Property Solutions Hartwig, Preston, AAIC, P.App. Appraiser/Partner Niverville, MB R0E 1E0 Tel: (855) 371-5833 preston.hartwig@redrivergroup. ca Red River Group - Real Property Solutions Krentz, Cody, B.Sc. (Ag.), AACI, P.App. Appraiser Sarto, MB R0A 1X0 Tel: (204) 392-6836 cody.krentz@redrivergroup.ca Red River Group - Real Property Solutions Murray, Leslie, B.Sc. (Ag.) Appraiser/Associate Niverville, MB R0E 1E0 Tel: (855) 371-5833 leslie.murray@redrivergroup.ca Red River Group - Real Property Solutions Schellenberg, Jason, P. App, AACI Appraiser/Partner Niverville, MB R0E 1E0 Tel: (855) 371-5833 jason.schellenberg@ redrivergroup.ca Rempel Insurance Brokers Schmidt, David, B.A., CRM, CAIB Commercial Account Executive Morris, MB R0G 1K0 Tel: (204) 746-2320 davids@rempelinsurance.com Trans Canada Wealth Management Sabourin, Colin, CFP, CIM Senior Investment Advisor Winnipeg, MB R3M 3Y7 Tel: (204) 256-5555 csabourin@harbourfrontwealth. com Ventum Financial Corp. Pukalo, Adam Portfolio Manager & Commodity Futures Advisor Winnipeg, MB R3B 3K6 Tel: (204) 982-0010 adam.pukalo@ventumfinancial. com Victorious Financial Services Inc. Jensen, Kimberley, B.Comm. (Hons.), CHS, RRC, CFP President/Financial Planner Carman, MB R0G 0J0 Tel: (204) 745-6312 kimberley.jensen@sunlife.com Westman Realty Ltd., Brandon, MB Torr, Maurice Farm Sales Representative Brandon, MB R7B 4H4 Tel: (204) 728-5450 maurice.torr@century21.ca Westoba Credit Union Daly, Megan Manager, Agriculture & Small Business Brandon, MB R7A 4E8 Tel: (431) 234-3107 megan.daly@westoba.com ONTARIO Abundance Canada Barker, David, B.Comm. Gift Planning Specialist Guelph, ON N1H 0A9 Tel: (519) 502-2602 dbarker@abundance.ca Abundance Canada Gingerich, Marlow Gift Planning Consultant Waterloo, ON N2L 1T2 Tel: (519) 745-7821 mgingerich@abundance.ca Abundance Canada Grosz, Sherri, B.A., CFPA Gift Planning Consultant Waterloo, ON N2L 1T2 Tel: (519) 745-7821 sgrosz@abundance.ca18 Canadian Association of Farm Advisors 2024-25 Canadian Farm AdvisorsResource Guide Accord Business Solutions Inc. Gillelan, Calvin Cambridge, ON N1T 1S6 Tel: (519) 621-6191 calvin@accordtax.ca Accord Business Solutions Inc. Koopman, Jim President Cambridge, ON N1T 1S6 Tel: (519) 621-6191 jim@accordtax.ca Accord Business Solutions Inc. Senior, Morgan Cambridge, ON N1T 1S6 Tel: (519) 621-6191 morgan@accordtax.ca Accord Business Solutions Inc. Vandervliet, Lawrence Tax Accountant Cambridge, ON N1T 1S6 Tel: (519) 621-6191 lawrence@accordtax.ca Accountable LLP Gomes, Stephen Accountant Elmira, ON N3B 1M5 Tel: (519) 669-5131 steveg@accountablellp.ca Ag Risk Managers Limited Rahn, Karla Partner/Owner Ottawa, ON K2C 0P9 Tel: (613) 612-7209 karla.rahn@agriskmanagers.ca AGinvest Farmland Properties Canada Inc. Willmore, Kent, B.Ed., B.Envs. CEO Chatham, ON N7M 3H1 Tel: (519) 358-3710 kent.willmore@aginvestcanada. com Agricultural Credit Corporation Atkins, Jaye, B.A., P.Ag. (Dist.), CRA CEO Delhi, ON N4B 2W4 Tel: (519) 780-3684 jaye@agcreditcorp.ca Allied Associates LLP, Chartered Professional Accountants Anderson, Joni, B.A. (Econ.) Accounting Advisor Kerwood, ON N0M 2B0 Tel: (519) 247-3067 janderson@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Annis, Chris, Bus. Acct. Dip. Manager London, ON N6G 0J4 Tel: (519) 642-4722 cannis@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Domm, Jordan, CPA, CGA Accounting Advisor & Director of Business Development Stratford, ON N5A 0B9 Tel: (519) 274-0891 jdomm@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Doupe, Vern, Dip. Acc. Accounting Advisor Oakville, ON L6L 3N9 Tel: (519) 525-2454 vdoupe@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Fleming, John Accounting Advisor Exeter, ON N0M 1S1 Tel: (519) 476-3493 jfleming@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Grieve, Lindy London, ON N6G 0J4 Tel: (519) 673-1940 lgrieve@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Hart, Chris, B.A., CPA, CMA, ACS Accounting Advisor Winchester, ON K0C 2K0 Tel: (613) 868-4967 chart@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Jackson, Michelle, Dip. Ag., Dip. Bus. Acc. Accounting Advisor Stratford, ON N5A 6S4 Tel: (519) 318-5139 mjackson@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Kaddoura, Naje, CPA Manager London, ON N6G 0J4 Tel: (519) 673-1940 nkaddoura@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Montague, Matt, Dip. Bus. Acc. Accounting Advisor Wallaceburg, ON N8A 4L1 Tel: (519) 350-6155 mmontague@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Palmer, Stephen, B.Acc. (Hons.) Staff Accountant Listowel, ON N4W 0A2 Tel: (519) 492-1078 spalmer@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Patel, Nipun, CPA Senior Manager London, ON N6G 0J4 Tel: (800) 661-1956 npatel@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Ryan, Wayne, BBA (Hons.), CPA, CA CEO London, ON N6G 0J4 Tel: (519) 673-1940 wryan@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Smith, Bryan, B.Math., CPA, CA Partner Peterborough, ON K9H 7L7 Tel: (705) 760-9900 bsmith@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Smyth, Amanda, B.Comm. Accounting Advisor Chatham, ON N7M 5J2 Tel: (519) 365-5650 ajennen@alliedtax.ca Allied Associates LLP, Chartered Professional Accountants Thorne, Brian, B.Acc., B.Sc. Accounting Advisor Alvinston, ON N0N 1A0 Tel: (519) 383-9577 bthorne@alliedtax.ca Andrew Hiemstra Accounting & Consulting Services Hiemstra, Andrew, MBA, Dip. Ag. Accountant Watford, ON N0M 2S0 Tel: (519) 312-4649 ahiemstra@brktel.on.ca Anne M Van Delst Professional Corporation Van Delst, Anne, CPA, CA Finch, ON K0C 1K0 Tel: (613) 894-5286 anne@vandelst.ca Art Bailey, CPA Bailey, Art, CPA Beamsville, ON L3J 1S2 Tel: (905) 563-4741 artbailey@sympatico.ca Ascend LLP Caruso, Evan, CPA Accountant Peterborough, ON K9J 6X6 Tel: (705) 243-5671 evaruso@ascendllp.com Ascend LLP Ferguson, Thomas, B.Sc. (Agr.) Tax Consultant Stittsville, ON K2S 1B9 Tel: (613) 836-4777 tferguson@ascendllp.com Ascend LLP Rosborough, Jennifer Peterborough, ON K9J 6X6 Tel: (705) 243-5671 jenrosborough@ascendllp.com Ascend LLP Rosborough, Dan, CPA, CGA Partner Peterborough, ON K9J 6X6 Tel: (705) 243-5671 drosborough@ascendllp.com Atlin & Associates Atlin, Andrew, CA, CPA Partner St. Mary’s, ON N4X 1B1 Tel: (519) 284-2654 aatlin@atlinca.com Atlin & Associates Gibson, Sam, B.Comm., CPA St. Mary’s, ON N4X 1B1 Tel: (519) 284-2654 sgibson@atlinca.com Atlin & Associates Innes, Justin, B.Acc., CPA, CA Stratford, ON N5A 3H1 jinnes@fammeandco.on.ca Atlin & Associates Kumar, Akshay, CPA, CA St. Mary’s, ON N4X 1B1 Tel: (519) 284-2654 akumar@atlinca.com19 2024-25 Canadian Farm AdvisorsResource Guide Atlin & Associates Wang, Kim, CPA, M.Acc. St. Mary’s, ON N4X 1B1 Tel: (519) 284-2654 kwang@atlinca.com Baker Tilly Arnold, Bud, CPA, CA, M.Acc. Tax Partner Guelph, ON N1H 7Y6 Tel: (519) 846-5315 bcarnold@bakertilly.ca Baker Tilly Blonde, Tom, B.Sc. (Ag.), CPA, CA Partner Elora, ON N0B 1S0 Tel: (519) 846-5315 tblonde@bakertilly.ca Baker Tilly Bujold, John, B.Sc., CPA, CA Partner Walkerton, ON N0G 2V0 Tel: (519) 881-2100 jbujold@bakertilly.ca Baker Tilly Byvelds, Kathy, CPA, CA, BBA Partner Winchester, ON K0C 2K0 Tel: (613) 774-2854 kbyvelds@bakertilly.ca Baker Tilly Carreiro, Adrian, CPA, CA, B.Math Associate Partner Elora, ON N0B 1S0 Tel: (519) 846-5315 adcarreiro@bakertilly.ca Baker Tilly Cudmore, Paul, CPA, CA Partner Chatham, ON N7M 3G8 Tel: (519) 351-2024 pcudmore@bakertilly.ca Baker Tilly Faught, Dean, CPA, CGA Principal Cobden, ON K0J 1K0 Tel: (613) 646-1007 defaught@bakertilly.ca Baker Tilly Haagsma, Joanne, CPA, CMA Partner Dorchester, ON N0L 1G0 Tel: (519) 268-2660 jhaagsma@bakertilly.ca Baker Tilly Martin, Kyle, BBA (Hons.), CPA Senior Manager Elora, ON N0B 1S0 Tel: (519) 846-5315 kgmartin@bakertilly.ca Baker Tilly McCormick, Shannon, CPA, CGA Partner Essex, ON N8M 2J3 Tel: (519) 776-6262 skmccormick@bakertilly.ca Baker Tilly Mullins, Vanessa Principal Essex, ON N8M 2J3 Tel: (519) 776-6262 vmmullins@bakertilly.ca Baker Tilly Orok, Helen, B.Comm., CPA, CA Partner Elora, ON N0B 1S0 Tel: (519) 846-5315 horok@bakertilly.ca Baker Tilly Sanders, Amy, CPA, CGA Senior Accountant Winchester, ON K0C 2K0 Tel: (613) 774-9891 asanders@bakertilly.ca Baker Tilly Tessmer, Lee Partner, Tax Leamington, ON N8H 5C9 Tel: (519) 326-2666 ltessmer@bakertilly.ca Baker Tilly VanGilst, Luther, CPA, CA Partner Winchester, ON K0C 2K0 Tel: (613) 774-2854 luvangilst@bakertilly.ca Baker Tilly KDN Scott, Sig, CPA, CGA Tax Supervisor Kawartha Lakes, ON K9V 2Z3 Tel: (705) 324-5031 sascott@bakertilly.ca BDO Canada LLP - Walkerton Armstrong, Stephanie, CPA, CA Partner Walkerton, ON N0G 2V0 Tel: (519) 881-1211 sblakearmstrong@bdo.ca BDO Canada LLP - Walkerton Bross, Linda, CPA, CA, B.Math Partner Wingham, ON N0G 2W0 Tel: (519) 357-3231 lbross@bdo.ca BDO Canada LLP - Walkerton Cruickshank, Susan, B.Comm. (Hons.), CPA, CGA Senior Tax Manager Kincardine, ON N2Z 2Y2 Tel: (647) 798-1382 scruickshank@bdo.ca BDO Canada LLP - Walkerton Heaney, Barry, CPA, CA, CBV Partner Hanover, ON N4N 1R2 Tel: (519) 364-3790 bheaney@bdo.ca BDO Canada LLP - Walkerton Oelschlagel, Kurt, B.A. (Hons.), TEP, FCPA, Partner Hanover, ON N4N 1R2 Tel: (519) 364-3790 koelschlagel@bdo.ca BDO Canada LLP - Woodstock De Vries, Dwayne, CPA, CA Partner Woodstock, ON N4S 6J7 Tel: (519) 539-2081 ddevries@bdo.ca BDO Canada LLP - Woodstock Henkell, Allison, CPA, CGA, TEP Tax Partner Woodstock, ON N4S 6J7 Tel: (519) 539-2081 ahenkell@bdo.ca BDO Canada LLP - Woodstock Martin, Jamie, CPA, CA Senior Manager Woodstock, ON N4S 6J7 Tel: (519) 539-2081 jammartin@bdo.ca BDO Canada LLP - Woodstock Morris, Steven, CPA, CA Partner Woodstock, ON N4S 6J7 Tel: (519) 539-2081 smorris@bdo.ca BDO Canada LLP - Woodstock Slifierz, Carter, CPA Woodstock, ON N4S 6J7 Tel: (519) 539-2081 cslifierz@bdo.ca Bennett Grant LLP Oldfield, Gordon Counsel Kitchener, ON N2G 4G9 Tel: (519) 744-4491 toldfield@kw-law.com Blythe Brae Farms Ltd. Cologna, Margaret Woodstock, ON N4S 7V7 Tel: (519) 537-5105 margaretcologna@gmail.com Blythe Brae Farms Ltd. Hart, Sharon President Woodstock, ON N4S 7V7 Tel: (519) 537-5105 sharon.hart@soys.com BMO Nesbitt Burns McGugan, Don Associate Portfolio Manager Chatham, ON N0N 1A0 Tel: (519) 354-7060 don.mcgugan@nbpcd.com Bossy Nagy Group Chartered Professional Accountants Agnew, Keith, BBA, CPA Team Manager Tillsonburg, ON N4G 2E3 Tel: (519) 842-4263 kagnew@bng-cpa.ca Bossy Nagy Group Chartered Professional Accountants Bossy, Mike, CPA, CA, KCC, KYS, KTS Chief of Exponential Opportunities Tillsonburg, ON N4G 2E3 Tel: (519) 842-4263 mrbossy@bng-cpa.ca Bossy Nagy Group Chartered Professional Accountants Corbett, Pam Controller Woodstock, ON N4S 3C4 Tel: (519) 842-4263 pcorbett@bng-cpa.ca Bossy Nagy Group Chartered Professional Accountants Decleir, Kyle, CPA, CA Team Manager Tillsonburg, ON N4G 2E3 Tel: (519) 842-4263 kdecleir@bng-cpa.ca Bossy Nagy Group Chartered Professional Accountants Hargraft, Chris, B.Comm. Team Manager Woodstock, ON N4S 3C4 Tel: (519) 842-4263 chargraft@bng-cpa.caNext >