(306) 559-0342

(306) 559-0342

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  • Conferences
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    • Welcome
    • Conferences
    • Succession Planning
    • Exit Planning
    • Estate Planning
    • Articles
    • To Planning Professionals
    • Workshops
    • More information
  • Welcome
  • Conferences
  • Succession Planning
  • Exit Planning
  • Estate Planning
  • Articles
  • To Planning Professionals
  • Workshops
  • More information

Conferences are free to attend!

Tuesday Nov. 28th in Davidson at Young's Equipment, from 1:00 PM to 4:30 PM.


Thursday Nov 30th in Rosetown at the Elks Hall, from 1:00 PM to 4:30 PM.


Making the most of a farm sale! (Davidson & Rosetown)

Big Wins - Big Wins in Tax Savings with Bill C208 (Davidson & Rosetown)

Big Wins - Big Wins in Tax Savings with Bill C208 (Davidson & Rosetown)

Vince Badinski  Assoc. Broker Serca Realty


  

Selling farmland is a big decision. When you’re working in farm realty you need to know more than just cost per acre. You’ve got to know what has gone into the soil. The blood sweat and tears that worked it. The generations that built it and the motivations behind the purchase or the sale.  Vince will also touch on how technological advancements, such as digital platforms, drones & other technologies to survey and map land will shape the future of pricing farmland.

 
Raised on a still active 4th generation farm near St. Brieux, SK, Tyler & his brother Vince understand the process and consideration involved in expanding an operation, as well as the proper preparation and emotions involved in selling a farming operation.

Big Wins - Big Wins in Tax Savings with Bill C208 (Davidson & Rosetown)

Big Wins - Big Wins in Tax Savings with Bill C208 (Davidson & Rosetown)

Big Wins - Big Wins in Tax Savings with Bill C208 (Davidson & Rosetown)

Tyler Kachur

CPA, CA Buckberger Baerg


Major tax saving opportunities are available to farmers looking to exit or transfer their farming operation to the next generation.

  

Tyler completed the CICA In-Depth Tax Course in 2010. With more than 20 years of professional experience, Tyler has a deep understanding of personal and corporate tax planning opportunities related to owner-managed corporations.

Tyler manages the firm’s Ag practice and is well versed in farm reorganizations, and estate and succession planning. 


Tyler is the Saskatoon Chair for the Canadian Association of Farm Advisors. He has presented papers at numerous conferences, including the Prairie Provinces Tax Conference, the National Conference on Income Taxes, and the Canadian Bar Association.



Life Insurance & Farm Estate Planning (Davidson & Rosetown)

Big Wins - Big Wins in Tax Savings with Bill C208 (Davidson & Rosetown)

Life Insurance & Farm Estate Planning (Davidson & Rosetown)

  Michael Riel:   Wealth advisor, Life Insurance specialist

  

Mike's presentation will focus on how farmers can save money on life insurance premiums, and on how to protect assets held inside of a holding company.


As a successful business owner prior to coming to entering the Wealth Industry, Michael understands the challenges farms and business owners face on a day-to-day basis and how a properly structured Life insurance portfolio can protect your family and your farm for generations to come. 


Mike's experience in the insurance industry has prepared him to work collaboratively with other advisors and professionals and their clients, to implement modern and cost effective solutions as it relates to insurance products and strategies.



Farm Transition Loans (Rosetown)

Farm Transitions Loans (Davidson)

Life Insurance & Farm Estate Planning (Davidson & Rosetown)

Conrad Olson 


Conrad is a Senior Relationship Manager at Farm Credit Canada. 


If you’re a young farmer looking to build your farming operation, a Transition Loan can help make it happen. Conrad will review the innovative FCC transition loan and how it may fit your farm.



Growing Farm Profits (Davidson)

Farm Transitions Loans (Davidson)

Farm Transitions Loans (Davidson)

  Kim Gerencser, CFP & CMC


Producers can improve their decision making skills with good information.


Kim will speak on how innovative strategies can help farmers elevate their management confidence, knowledge and process to maximize wealth and achieve the personal & business results they desire.


Kim is a Certified Financial Planner, a Certified Management Consultant and a current national director of the Canadian Association of Farm Advisors. Kim brings 25yrs of farm management, finance and profitability experience.  




 



Farm Transitions Loans (Davidson)

Farm Transitions Loans (Davidson)

Farm Transitions Loans (Davidson)

Iain MacDonald


Ian is a Relationship Manager at Farm Credit Canada. 


If you’re a young farmer looking to build your farming operation, a Transition Loan can help make it happen. Conrad will review the innovative FCC transition loan and how it may fit your farm.




Taking the stress and complexity out of Farm Exit and Succession Planning (Davidson & Rosetown)

Taking the stress and complexity out of Farm Exit and Succession Planning (Davidson & Rosetown)

Taking the stress and complexity out of Farm Exit and Succession Planning (Davidson & Rosetown)

Raymond Riel CFP  CEC CAFA; Farm Transition Planner


Ray specializes in Ag sector Exit and Succession planning. Ray’s  farming background plus 25 years of experience as a financial advisor have helped him create a unique, objective and  bias-free offering for farmers looking towards change.


Ray’s specialty is helping farmers better understand what their options are, demonstrating how those options compare to others, and building efficient and 

family-centered farm transition plans.


Ray has been featured or contributed to  numerous articles published by the Western Producer, FCC, Farmtario and the Investment Executive 

For more information on attendance

Taking the stress and complexity out of Farm Exit and Succession Planning (Davidson & Rosetown)

Taking the stress and complexity out of Farm Exit and Succession Planning (Davidson & Rosetown)

This event is hosted by Ray Riel of the Advice Only Financial Group. Admission to attend is free.   For more information, call or text  306-559-0342 or to send an email message or question, click the "Find Out More" button.

Find out more

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  • Conferences