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Farm Financial Assessment Farm Business Advisor List

The Ontario Ministry of Agriculture, Food and Rural Affairs (OMAFRA) is maintaining a list of qualified farm business advisors to assist Ontario producers undertake the Farm Financial Assessment as part of Growing Forward Business Development for Farm Businesses. The goal of Growing Forward Business Development for Farm Businesses is to increase the economic viability of Ontario's agriculture and food industry. Based on their reviewed Action Plans, producers may require the services of a professional farm business advisor to review past financial performance, analyze their current business situation, discuss objectives and prepare financial projections based on identified goals. Producers may be eligible for a maximum of $2,400 for up to four days of one-on-one consultation with a private sector farm business advisor (to a maximum of $1,900), as well as up to one day of follow-up (to a maximum of $500). The farm business must provide a payment of $100 as its cost-share contribution. There will be two options available to farm businesses to undertake the FFA: 1) Program-led ­ the farm business may choose an advisor from the approved FFA Farm Advisor list. 2) Producer-led ­ the farm business may choose their own advisor. This advisor is not required to be on the approved FFA Farm Advisor list but they must meet the same minimum education/experience qualifications as the rostered advisors.

DISCLAIMER Please note that the information provided on this site was provided by the farm business advisors and is current as of the last update date. OMAFRA or its agencies or its representatives do not warrant the accuracy of any of these statements nor should inclusion of this information on this site be taken as an endorsement by OMAFRA or its agencies or its representatives of any particular service provider or advisor. OMAFRA or its agencies or its representatives do not in any way guarantee or warranty the quality of the advisor or the quality of their work or information that they provide. Advisors by region:

Click below to follow link: Area 1 Chatham-Kent, Elgin, Essex, Lambton, Middlesex Area 2 Brant, Haldimand, Hamilton, Niagara, Norfolk, Oxford Area 3 Bruce, Dufferin, Grey, Halton, Huron, Peel, Perth, Simcoe, Waterloo, Wellington Area 4 Durham, Haliburton, Hastings, Kawartha Lakes, Muskoka, Northumberland, Parry Sound, Peterborough, Prince Edward, York Area 5 Frontenac, Lanark, Leeds-Grenville, Lennox-Addington, Ottawa, Prescott-Russell, Renfrew, Stormont-Dundas-Glengarry Area 6 Algoma, Cochrane, Kenora, Manitoulin, Nipissing, Rainy River, Sudbury, Thunder Bay, Timiskaming

Revised July 19, 2012 1

ONTARIO FARM BUSINESS ADVISOR PROFILES

Area 1

Name Location Victor Aideyan, MBA DMS CAFA HISGRAIIN Commodities Inc. 18 Aldersbrook Crescent, London, ON N6G 3R3 Phone # Fax # E-Mail Address 519-204-3235 519-204-3235 [email protected] or [email protected] Website Address Professional Association Member of Canadian Association of Farm Advisors, Derivatives Market Specialist (DMS) from Canadian Securities Institute AGRICULTURE EXPERIENCE Years of Agr Experience 20 Years of Farm Financial Areas of Specialization 20 Masters Degree in Business Administration from the University of Western Ontario and provides Marketing planning for livestock and grain producers with emphasis on managing price risk. Also provide Price risk management for commodity users. Education in how commodity markets work and shape prices. Advanced derivatives advise. English Official Language Professional Association Ontario AGRICULTURE EXPERIENCE Years of Agr Experience 30 Years of Farm Financial Areas of Specialization 30 Experience with cash crop farmers, agriculture related services and estate and financial planning. English Institute of Chartered Accountants of Phone # Fax # E-Mail Address Website Address Name Location John Aitken Collins Barrow CK, LLP 62 Keil Drive South Chatham, ON 519-351-2024 519-351-8831 [email protected] www.collinsbarrow.com

Official Language

Name Location

Joni Anderson, CGA, BA Econ Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 35252 Maguire Road Ailsa Craig, ON N0M 1A0 519-293-3000 519-293-3000 [email protected] www.alliedgroup.ca

Name Location Phone # Fax # E-Mail Address Website Address

Michael Andrews 371 Dufferin Avenue 519-438-0338 519-438-5901 [email protected]

Professional Association CFP, RFP, FCSI, CIM AGRICULTURE EXPERIENCE Years of Agr Experience 22 Years of Farm Financial Areas of Specialization Official Language 22 Succession, estate and investment planning English

Phone # Fax # E-Mail Address Website Address

Professional Association Certified General Accountant, Member of Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience 15 Years of Farm Financial Areas of Specialization 6 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English

2

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Chris Annis Allied Associates, Charters Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 2122 Blackwater Rd., London, ON N5X 4J9 Phone # Fax # E-Mail Address Website Address 519-642-4722 519-673-5906 [email protected] www.alliedgroup.ca Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 24 24 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English Name Location Lisa Benson Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca

Professional Association Member of Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience 21 Years of Farm Financial Areas of Specialization Official Language 12

Name Location

Martin Benson Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956

Name Location

Michael Bondy Collins Barrow 495 Richmond Street, Suite 700 PO Box 5005 London, ON N6A 5G4

Phone # Fax # E-Mail Address Website Address

519-679-8550 519-679-1812 [email protected] www.collinsbarrow.com

Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization

519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca

Professional Association CA, CFP, TEP AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 25 25 Succession planning, tax and estate planning Official Language English

26 26 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients.

Official Language

English

3

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Neil Bossuyt BSc (Agr.) M Sc P Ag. 8763 Springfield Rd., R.R. #1, Aylmer, ON N5H 2R1 Phone # Fax # Email: Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 23 10 Financial Mgt., Farm and Business Management, Project, Process and Risk Management, Business Plan Development, Business Assessment, Strategic Planning, Management Skills Development, Market and Supply Chain Planning. Official Language English Official Language 519-773-8201 519-773-8025 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association Name Location Len Davies 15564 Muirkirk Line., Muirkirk ON N0L 1X0 519-678-3862 519-678-3401 [email protected] www.davieslegacy.ca

Certified Financial Planner, Chartered Life Underwriter, Elder Planning Counselor, Certified Agricultural Farm Advisor, Certified Divorce Financial Analyst, Charter Insurance Professional, and member of the Canadian Association of Family Enterprises AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 39 10 Farm Succession Planning, Estate Planning, Farm Business Planning, Farm Risk Management. English

Name Location

Gary R. Eagleson P.Ag.,CAC 69436 Mollard Line, R.R. # 3 Parkhill ON NOM 2K0

Name Location

Bradley Easter 132 Queen Street, Chatham, ON N7M 2G6

Phone # Fax # E-Mail Address Website Address Professional Association

519-238-2676 519-238-1224 [email protected]

Phone # Fax # E-Mail Address Website Address Professional Association

519-354-5310 519-354-5318 [email protected]

Agricultural Institute of Canada (AIC), OIA, Canadian Consulting Agrologists Association (CCAA), Canadian Agricultural Economics Society (CAES), American Society For Quality (ASQ) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 40 25 Business analysis, strategic planning, experience in organic agriculture, livestock feed processing, soybean processing, cattle and swine genetics, industrial hemp, apple packaging, maple syrup and mushroom production. English

Certified General Accountant, Bachelor of Commerce Degree, Honours Bus. Administration--University of Windsor

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 25 Taxation--Corporate & Personal Income Tax. Quickbooks Accounting Software--Pro Advisor Official Language English

Official Language

4

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location

The Fisher Corporation 93 Dufferin Avenue

Stan Fisher London ON N6A 1K3

Name Location

Sheri Flater Woods & Pearson Box 765, Forest ON N0N 1J0

Phone # Fax # E-Mail Address Website Address Professional Association

519-786-4877 519-786-2761 [email protected]

Phone # Fax # E-Mail Address Website Address: Professional Association:

519-679-2080 519-439-4714 [email protected]

CA, CPA 30 30 Accounting, assurance (audits, review engagements), profit maximization and tax minimization, government programs, succession planning and other business planning and advisory services.

Member of The Certified General Accountants Association of Ontario

Years of Agr Experience Years of Farm Financial Areas of Specialization

AGRICULTURE EXPERIENCE Years of Agr Experience: Years of Farm Financial: Areas of Specialization:

AGRICULTURE EXPERIENCE 20 17 Farm family succession planning, financial statement preparation, small business consulting, income tax advice. Official Language English

Official Language:

English

Name Location

Paul Foster, C.A. 14 Victoria Ave., Essex, ON N8M 1M3

Name Location

Robert B. Foster 450 Sunset Drive St Thomas, ON N5R 5V1

Phone # Fax # E-Mail Address Website Address Professional Association

519-776-4869 519-7764913 [email protected] www.thebusinesstherapist.com

Phone # Fax # E-Mail Address Website Address

519-633-0700 519-633-7009 [email protected] www.grahamscottenns.com Institute of Chartered Accountants of Ontario

Canadian and Ontario Institute of Chartered Professional Association Accountants; RANONE--International network of business advisors

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 36 12 Agricultural based Financial Services, including Financial Statement compilation, review or audit, personal and corporate tax planning and preparation, all government subsidy program application preparation and estate planning Official Language English

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Never farmed myself 28 years service farm families in public practice Areas of Specialization Farm planning, estate planning and succession planning, shareholder dispute resolution and shareholder/partner agreements. Official Language English

5

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Barry G. Fraser, Barry Fraser & Associates RR#3 Chatham, ON N7M 5J3 519-351-0328 519-351-0328 [email protected] www.BarryFraser.ca Name Location Ruth Ann Harvey Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 Phone # Fax # E-Mail Address Website Address 519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca

Phone # Fax # E-Mail Address Website Address Professional Association · Ontario Institute of Agrologists (OIA) - P.Ag. · Canadian Assoc. of Farm Advisors (CAFA) - CAFA · Agricultural Institute of Canada (AIC) - member · Canadian Farm Business Mgmt. Council (CFBMC) - member AGRICULTURE EXPERIENCE Years of Agr Experience 40 Years of Farm Financial 35 Areas of Specialization · Providing sustainable Agri-Enviro Solutions. · Canada-Ontario Growing Forward Business Environmental Risk Management. · Proposals, Plans & Implementation for livestock production. · Livestock environmental due diligence & risk mitigation. · Uncontrolled electricity/ground current pollution/stray voltage mgmt strategies. · Farm financial assessment advisory · Experience working with young farm entrants & First Nation Clients. Official Language English

Professional Association Certified General Accountant AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 18 18 Providing accounting & tax services, review business plans, tax planning, estate planning, review of business organization structure Official Language English

Name Location

Jerome S. Henshall 155 Thames Street, PO Box 1195, Chatham, ON N7M 5L8

Name Location

Andrew Hiemstra 5322 Bethesda Road, R.R. # 5, Watford, ON, N0M 2S0

Phone # Phone # Fax # E-Mail Address Website Address 519-352-4130 519-352-2744 [email protected] www.bdo.ca Fax # E-Mail Address Website Address

519-849-6750 519-849-6950 [email protected]

Professional Association MBA, Student member, Chartered Accountants Canadian Association of Farm Advisors, Diploma in Financial Planning AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 22 17 Accounting and tax, farm family succession planning, cash flow preparation, experience with all industries including organics and value- added farm operations. Official Language English

Professional Association Chartered Accountant, Certified Financial Planner AGRICULTURE EXPERIENCE Years of Agr Experience 8 Years of Farm Financial Areas of Specialization 8 Incorporation of Farm Operations; Family Farm Succession Planning; Estate Freezes; Creditor Proofing; Financial Statements, Tax Returns; and cash Flow Projections Official Language English

6

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Dennis Jubenville Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 649 Winchester Crescent, Sarnia, ON N7S 4P6 Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 24 24 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English Official Language 519-542-0162 519-542-1336 [email protected] www.alliedgroup.ca Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 21 21 Providing accounting, tax services, business planning, succession planning, and advisory services to primarily agricultural clients. English Name Location Debbie Loiselle, CFP Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca

Name Location Phone # Fax # E-Mail Address Website Address

William Loucks, B.Sc., (AGR.), P.AGR., CA,CFP Collins Barrow Chartered Accountants 62 Keil Drive South, Chatham, ON N7M 3G8 519-351-2024 519-351-8831 [email protected]

Name Location

Bill Luyks Graham Scott Enns LLP Chartered Accountants 25 John Street South, Alymer, ON N5H 2C1

Phone # Fax # E-Mail Address Website Address

519-773-9265 519-773-9683 [email protected] www.grahamscottenns.com

Professional Association Member of Institute of Chartered Accountants of Ontario, Canadian Tax Foundation, Ontario Institute of Agrologists; Certified Financial Planner, Past Director Chatham-Kent Hydro Inc., Recipient George Hixson Fellowship from the Kiwanis International Foundation AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial 20+ 29

Professional Association Chartered Accountant AGRICULTURE EXPERIENCE Years of Agr Experience 27 Years of Farm Financial Areas of Specialization Official Language 14 Agriculture English

Areas of Specialization Tax planning, estate and succession planning, taxation of non residents, real estate syndication, auditing, general business advice, agriculture, manufacturing, wholesalers, professionals Official Language English

7

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location David R. Mallick Woods Pearson & Associates LLP Chartered Accountants Box 765 Forest ON NON 1J0 Phone # Fax # E-Mail Address Website Address 519-786-4877 519-786-2761 [email protected] www.woodspearson.com Phone # Fax # E-Mail Address Website Address 519-432-1663 519-432-7662 [email protected] www.fammeandco.on.ca Name Location Peter Mantel Famme & Co. LLP C.A.'s 1071 Adelaide St. N, London, ON N5Y 2N3

Professional Association Chartered Accountants of Ontario AGRICULTURE EXPERIENCE Years of Agr Experience 26 Years of Farm Financial Areas of Specialization 16 Financial statement preparation, farm & small business consulting, income tax advice, audit, accounting. Official Language English

Professional Association Professional Agrologist AGRICULTURE EXPERIENCE Years of Agr Experience 17 Years of Farm Financial Areas of Specialization 17 Farm tax, business planning and cash flows, estate planning, farm financial assistance, farm financial statement preparation, marketing for small businesses. Official Language English

Name Location

Don McGugan 819 St Clair Street, Chatham, Ontario N7M 5J7

Name Location

Cheryl Oliver Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956

Phone # Fax # E-Mail Address Website Address Professional Association

519-354-7060 or 1-866-575-0255 519-354-5522 [email protected] www.donmcgugan.com Certified Financial Planner, Certified Agricultural Farm Advisor Phone # Fax # E-Mail Address Website Address Professional Association

519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 20 10

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 22 22 Providing accounting, tax services, business planning and advisory services to

· · · · ·

Farm financial planning. Succession planning and intergenerational farm transfers. Estate planning Investment management. Experienced in working with young farmers English

primarily agricultural clients. Official Language English

Official Language

8

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location R. Brad Ostrom Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience 32 Years of Farm Financial Areas of Specialization 32 Providing accounting, tax services, business planning and advisory to primarily agricultural clients Official Language English Official Language 519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca Phone # Fax # E-Mail Address Website Address Professional Association Name Location Don Pearson Woods Pearson & Associates LLP Chartered Accountants Box 765 Forest ON N0N 1J0 519-786-4877 519-786-2761 [email protected] www.woodspearson.com Member of Chartered Accountants of Ontario AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 35 15 Farm family succession planning, financial statement preparation, small business consulting, income tax advice. English

Name Location

George C. Reid 25 John St. S., Suite 208, Aylmer, ON N5H 2C1

Name Location

Larry A. Rosenblum

Phone # Fax # E-Mail Address Website Address

519-773-9265 519-773-9683 [email protected] www.grahamscottsenns.com

Professional Association Certified General Accountant AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 33 33 Preparation of financial statements, tax returns, cash flows, CAIS applications and other services for incorporated and unincorporated farm businesses. Official Language English

The Equine Tax Group 2865 South Eagle Rd, Suite 319 Newtown, PA USA 18940 As members of the Regus Office, network we have access to office space if needed in: · Burlington · Burnaby · Markham · Mississauga · Toronto We additionally meet clients in Western Ontario near most major racing centres i.e. Windsor, Sarnia, London and Kawartha Phone # 888-338-2999 Fax # E-Mail Address Website Address Professional Association Revenue Service (USA) 877-829-2230 [email protected] www.equinetaxgroup.com Enrolled Agent licensed by the Internal

AGRICULTURE EXPERIENCE Years of Agr Experience 17 Years of Farm Financial Areas of Specialization 4 Horse farms, Financial Mgmt. and consulting, business plants, US tax services, IRS & State Tax Problems (USA), retired IRS Agent and Manager (USA) English

Official Language

9

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Wayne J. Ryan, CA Allied Associates LLP, Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 9699 Petty Street, RR 1, Ailsa Craig, ON, N0M 1A0 Phone # Fax # E-Mail Address Website Address 519-673-1940 519-673-5906 [email protected] www.alliedgroup.ca Phone # Fax # E-Mail Address Website Address Name Location Kurt Sawyer - CAFA Allied Associates LLP 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 207 Dundas Street W., Box 383, Thamesford, ON N0M 2M0 519-285-1127 519-285-1127 [email protected] www.alliedgroup.ca

Professional Association Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 16 16 Providing accounting tax services, business planning & management services to primarily agricultural clients. Official Language English

Professional Association Institute of Chartered Accountants of Ontario (ICAO) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 20 20 Providing accounting tax services, business planning & management services to primarily agricultural clients. Official Language English

Name Location

Morgan Senior Accord Business Solutions Inc. 181 Groh Ave., Unit #4 Cambridge, ON N3C 1Y8

Name Location

Michael S. Stover 25 John Street South, Aylmer, ON N5H 2C1

Phone # Fax # E-Mail Address Website Address Professional Association

519-773-9265 519-773-9683 [email protected] www.grahamscottenns.com Institute of chartered Accountants of Ontario

Phone # Fax # E-Mail Address Website Address Professional Association

1-888-791-1589 519-220-1125 [email protected] www.accordbusinesssolutions.ca

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 24 24 Corporate and personal income tax planning and preparation, intergenerational farm transfers, assistance with government programs, bookkeeping and financial statements preparation. Official Language English

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 22 15 Farm Financial statement and tax preparation for individuals and corporations, as well as: business advice, cash flow and future projections, and estate planning. Assistance with all farm programs. Official Language English

10

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Brian Thorne Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 4016 Golden Gate Circle, Petrolia, ON N0N 1R0 Phone # Fax # E-Mail Address Website Address 519-882-2586 519-882-3657 [email protected] www.alliedgroup.ca Fax # E-Mail Address Website Address Professional Association Fellow Institute of Canadian Bankers, Certified Financial Planner (membership retired) AGRICULTURE EXPERIENCE Years of Agr Experience 25 Years of Farm Financial Areas of Specialization Official Language 25 Greenhouse, processing and cash crops English Phone # Name Location Henry Van Vliet 29 Santos Dr., Kingsville ON N9Y 3Z5 519-733-3764 Cell: 519-792-3139 519-733-3163 [email protected]

Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience 10 Years of Farm Financial 7 Areas of Specialization Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English

Name Location

Kim Vandevrie Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 22257 Adelaide Rd. R.R. # 4, Mt Brydges, ON N0L 1W0

Phone # Fax # E-Mail Address Website Address

519-264-9948 519-264-9117 [email protected] www.alliedgroup.ca

Professional Association AIC Professional Ethics AGRICULTURE EXPERIENCE Years of Agr Experience 15 Years of Farm Financial Areas of Specialization 15 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients Official Language English

11

ONTARIO FARM BUSINESS ADVISOR PROFILES

Area 2

Name Location Art Bailey 4421 Lincoln Avenue Beamsville ON L0R 1B3 Phone # Fax # E-Mail Address Website Address Professional Association Certified General Accountant AGRICULTURE EXPERIENCE Years of Agr Experience 27 Years of Farm Financial Areas of Specialization 27 Succession planning, project and expansion planning, mediation and financial recovery and debt restructuring. Official Language English 905-563-4741 905-563-5118 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association Name Location Michael Bossy Bossy Nagy Geoffrey 52 Ridout Street West Tillsonburg, ON N4G 2E3 519-842-4263 519-842-5241 [email protected] www.bnggroup.ca OICA, CAFA, CFP, STEP, KES

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 25 25

· · ·

Family farm succession Family business succession Estate planning English

Official Language

Name Location

Greg Bruce

Name

Mary Jane Combe, P.A.g. St. Catharines, ON 905-682-0086 905-688-9994 [email protected]

Van Pary's Micacchi Shippey & Warnick LLP Location

432 Simcoe Street, PO Box 20059 Woodstock, ON N4S 8X8 Phone # Fax # E-Mail Address Website Address Professional Association 519-539-6109 519-539-421-1339 [email protected] www.vmswca.com Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 12 12 Financial Statements, Tax, Farm Tax Planning, Farm Sale planning, Farm family succession, Incorporation, Cash flow, and Farm business plans, AgriStability and support programs. Official Language English

Phone # Fax # E-Mail Address Website Address Professional Association

Ontario Institute of Agrologists

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 25 20 Business analysis and planning, succession planning, fruit, dairy, poultry and valueadded agriculture Official Language English

12

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Chris De Backere, BA, Principal Millard, Rouse & Roseburgh LLP 148 Church St W, Delhi, ON N4B 1W1 Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 32 30 Accounting and income tax services, business and succession planning and management services primarily to agricultural clients. Official Language English 519-582-3110 519-582-1140 [email protected] www.mrrca.com Phone # Fax # E-Mail Address Website Address Name Location John Hrick Allied Associates LLP, Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 64 Stoney Brook Cres., St. Catharines, ON L2S 3R8 905-685-6056 905-685-6056 [email protected] www.alliedgroup.ca

Professional Association Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 28 28 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English

Name: Location: Phone #: Fax #: E-Mail Address: Website Address:

Ralph Kikkert Guelph/Dundas/Hamilton 905-627-2668 or 519-766-9033 905-627-5826 or 519-766-9098 [email protected] www.strive.com

Name

Carl Moore B. Sc., M. Sc., ADR Cert. CAFA, P. Ag.

Location

475282 EZT Townline R.R.# 3, Woodstock, ON N4S 7V7

Phone # Fax # E-Mail Address Website Address Professional Association

519-475-4364 519-537-6001 [email protected]

Professional Association: STRIVE! AGRICULTURE EXPERIENCE Years of Agr Experience: 33 years plus grew up on a farm Years of Farm Financial: 17 years

Canadian Association of Farm Advisors Ontario Institute of Agrologists

Areas of Specialization: Succession, Diversification, Expansion, Feasibility, Marketing, New Entrants Official Language: English

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 43 35 A farmer with experience in hogs, dairy, beef, cash crops, sheep, woodlots; specializing in new and unique enterprise business plans, restructuring of existing businesses, borrower-lender negotiations, mediation in business and disputes. Official Language English

13

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Steven Nagy The Michael Bossy Group Location Phone # Fax # E-Mail Address Website Address Tillsonburg, ON N4G 2E3 519-842-4263 519-842-5241 [email protected] http://www.bossygroup.com/ Name Location Larry A. Rosenblum

The Equine Tax Group 2865 South Eagle Rd, Suite 319 Newtown, PA USA 18940 As members of the Regus Office, network we have access to office space if needed in: · Burlington

Professional Association Institute of Chartered Accountants of Ontario AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 20 15 Accounting, taxation, business, analysis and planning, succession planning, tobacco, ginseng, vegetables, cash, crops, supply managed sectors, business risk management programs. Official Language English

· · · ·

Burnaby Markham Mississauga

Toronto We additionally meet clients in Western Ontario near most major racing centres i.e. Windsor, Sarnia, London and Kawartha Phone # 888-338-2999 Fax # 877-829-2230 [email protected] www.equinetaxgroup.com Enrolled Agent licensed by the Internal

E-Mail Address Website Address Professional Association Revenue Service (USA)

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 17 4 Horse farms, Financial Mgmt. and consulting, business plants, US tax services, IRS & State Tax Problems (USA), retired IRS Agent and Manager (USA) English Beth Sparling, B.Comm., M.A., C.A. BDO Canada LLP 94 Graham Street Woodstock, ON N4S 6J7 Phone # Fax # E-Mail Address Website Address 519-539-2081 x 225 519-539-2571 [email protected] www.bdo.ca

Official Language Name Location Morgan Senior Accord Business Solutions Inc. 181 Groh Ave., Unit #4 Cambridge, ON N3C 1Y8 Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 24 24 Corporate and personal income tax planning and preparation, intergenerational farm transfers, assistance with government programs, bookkeeping and financial statements preparation. Official Language English 1-888-791-1589 519-220-1125 [email protected] www.accordbusinesssolutions.ca Name Location

Professional Association Institute of Chartered Accountants of Ontario (ICAO) AGRICULTURE EXPERIENCE Years of Agr Experience 10 Years of Farm Financial 10 Areas of Specialization Providing accounting, assurance, corporate tax, personal tax, government program and advisory services primarily to agricultural clients. Knowledge of various bookkeeping programs (AgExpert, Simply Accounting, QuickBooks), farm financial programs (Growing Your Farm Profits, AgriInvest, AgriStability, Risk Management Program) as well as Profit Profiler Dairy Financial Analysis Service. Official Language: English

14

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Tim Thompson, CA, Partner Millard, Rouse & Roseburgh LLP 148 Church Street West Delhi, ON, N4B 1W1 Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 20 15 Accounting and income tax services, business and succession planning and management services primarily to agricultural clients Official Language English 519-582-3110 519-582-1140 [email protected] www.mrrca.com

15

ONTARIO FARM BUSINESS ADVISOR PROFILES

Area 3

Name Location Carl E. Adams, CGA 287 Tiffin Street, Unit 12 Barrie, ON L4N 7R8 Phone # Fax # E-Mail Address Website Address Professional Association Certified General Accountant AGRICULTURE EXPERIENCE Years of Agr Experience 30 Years of Farm Financial Areas of Specialization 23 Agricultural banking and financing (14 years w/FCC), financial management and consulting, business plans, tax services, succession planning. Official Language English 705-728-5849 705-728-7009 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association College of Veterinarians of Ontario Ont. Veterinary Medical Assoc., Ontario and American Assoc. of Bovine Practitioners, National Mastitis Council, Progressive Dairy Operators. AGRICULTURE EXPERIENCE Years of Agr Experience 25 Years of Farm Financial Areas of Specialization 10 With a practical perspective, assessing livestock production, animal health, management practices and economic performance to evaluate the past business financial position and develop a plan for future success, especially in dairy. Official Language English Name Location Tom Armstrong, BSc (Agr), DVM, MBA 1507 Highpoint Sideroad, Caledon, ON L7K 0J8 519-942-0509 519-942-0148 [email protected]

Name Location

Dael Bierworth R.R. # 2, 135046 9th Line, Markdale ON N0C 1H0

Name Location Phone # Fax # E-Mail Address Website Address

Thomas G. J. Blonde, CA PO Box 580, 0342 Gerrie Road Elora, ON N0B 1S0 519-846-5315 519-846-9120 [email protected] http://www.collinsbarrow.com/ officeprofile.asp?officeID=12

Phone #

519-986-4428 Home 519-826-3903 Office in Guelph

Fax # E-Mail Address Website Address

519-986-4428 [email protected]

Professional Association Ontario Institute of Agrologists AGRICULTURE EXPERIENCE Years of Agr Experience 27 Years of Farm Financial Areas of Specialization 25 Farm financial analysis, business planning, debt management, feasibility analysis, farm safety nets, former OMAFRA farm business management specialist. Official Language English

Professional Association Institute of Chartered Accountants of Ontario (ICAO), Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 11 11 Accounting, assurance (audits, review engagements), corporate tax, personal tax, government programs succession planning and other business planning and advisory services. Majority of clients in the agriculture and agri-food sector. Specific expertise with government farm subsidy programs (i.e. AgriStability/AgriInvest), young farmers and new entrants. English

Official Language

16

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Ken Boersma, C.A. c/o Pinder, Taylor, McNeilly, Godkin LLP Chartered Accountants & Business Advisors 71 Main Street North Exeter, ON N0M 1S3 Phone # Fax # E-Mail Address Website Address Professional Association Chartered Accountant AGRICULTURE EXPERIENCE Years of Agr Experience 11 Years of Farm Financial Areas of Specialization 11 Income tax, business planning, succession planning, estate planning, incorporations, accounting, auditing, and various other matters. Official Language English Official Language 519-235-0101 519-235-3211 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience 8 Years of Farm Financial Areas of Specialization 8 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. English Name Location Jeffery Boucher Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 56 Castlewood Place, Cambridge, ON N1R 8K6 519-260-0211 519-260-0211 [email protected] www.alliedgroup.ca

Name Location

Jordan Bowles Collins Barrow KMD LLP 413 Hibernia Street, Stratford, ON N5A 5W2

Name Location

Peter Brickman Famme & Co. LLP Chartered Accountants 125 Ontario St., Stratford, ON, N5A 3H1

Phone # Fax # E-Mail Address Website Address Professional Association

519-272-0000 519-272-0030 [email protected] www.collinsbarrow.com Certified General Accountants of Ontario

Phone # Fax # E-Mail Address Website Address Professional Association

519-271-7581 519-271-2737 [email protected] www.fammeandco.on.ca Institute of Chartered Accountants of Ontario - Canadian Trotting Association

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 11 11 Collins Barrow KMD LLP provides

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial 10 4 Famme & Co LLP Chartered Accountants provide owner/manager businesses with financial, accounting and taxation services. Farm clients are the largest segment of the firms client base. Official Language English

accounting and tax services and specializes Areas of Specialization in business and succession planning with the program Farm F.I.T.N.E.S.S. (Farmers In Transition Now ­ Expansion, Succession, Sale) which brings together a team of experts consisting of an accountant, lawyer and financial planner to your kitchen table. Official Language English

17

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Milt Carr Milt Carr & Associates 48 Alliance Blvd., Unit 205 Barrie, ON L4M 5K3 Phone # Fax # E-Mail Address Website Address www.carrassociates.ca Phone # Fax # E-Mail Address Website Address 705-792-4548 705-792-5481 Name Location Teri Cobean , CMA, CFP Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 358 9th Avenue, Hanover, ON N4N 2M1 519-364-0611 519-364-5781 [email protected] www.alliedgroup.ca

Professional Association Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience 22 Years of Farm Financial Areas of Specialization Official Language Farm Succession and business planning. English

Professional Association CMA-Society of Management Accountants of Ontario, CFP-Certified Financial Planner, CAFA-Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 9 9 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English

Name Location Phone # Fax # E-Mail Address Website Address:

David Cohlmeyer Cookstown ON 705.458.1710 705.458.4675 [email protected] www.davidcohlmeyer.ca

Name Location

Paul Dahmer 181 Groh Ave. Unit 4 Cambridge, ON N3C 1Y8

Phone # Fax # E-Mail Address Website Address Professional Association

519-220-1006 519-220-2115 [email protected]

Professional Association: Agricultural Institute of Canada, Canadian Farm Business Management Council, Sustain Ontario AGRICULTURE EXPERIENCE Years of Agr Experience: Years of Farm Financial: Areas of Specialization: 24 4 Organic (ecological) vegetable and mixed farm: production and cost of production, marketing to local buyers, and understanding financial planning; Frequent informal advice for young and new farmers. I am very interested in working with First Nations clients in both reserve and urban settings. Official Language: English (plus farm Spanish)

Chartered Accountant

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 30 30 Tax specialist, trustee and receivership, corporate and personal tax planning and re-organization Official Language English

18

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Jordan Domm Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 457 Nelson St., Stratford, ON N5A 2K9 Phone # Fax # E-Mail Address Website Address Professional Association 519-274-0891 519-508-4571 [email protected] www.alliedgroup.ca CAFA Member Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 26 26 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English Name Location Vern E. Doupe Allied Assoc. LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 79 Erie Street S., Box 147 Clinton, ON N0M 1L0 519-482-5768 519-482-2153 [email protected] www.alliedgroup.ca

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization Official Language 7 7 Financial statement and tax preparation English

Name Location

Michael Driscoll 14 Division Street, Guelph, ON N1H 1P9

Name Location

John (Jack) P. Duffy FCA, CFP, CFE J. P. Duffy, Chartered Accountant 395 Northlake Dr. Waterloo ON N2V 1W8 59 Barker Blvd. Collingwood ON L9Y 4W4 519-896-8888 519-886-4334 [email protected]

Phone # Fax # E-Mail Address Website Address Professional Association

519-763-8825 519-763-7063 [email protected] n/a Phone # Fax # E-Mail Address Website Address

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 4 4 Business planning and financial analysis, especially for new/young farmers. Organic practice and certification documentation. Instruction in basic bookkeeping and financial statement preparation. Quality assurance and traceability systems. English

Ontario Institute of Chartered Accountants (CA & FCA), Financial Planners Standards Council (CFP), Association of Certified Fraud Examiners (CFE) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 30 30 Accounting, income tax, budgets, preparation of historic & pro-forma financial statements, financial, estate & strategic planning, analysis of financial results & management advice. English

Professional Association

Official Language

Official Language

19

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Chris W. Ferris, BESc, MBA Wayne T. Ferris Professional Corporation PO Box 35 Maxwell, ON N0C 1J0 Phone # Fax # E-Mail Address Website Address Professional Association Canadian Association of Farm Advisors 519-922-2896 519-922-3130 [email protected] Email Website Name Location John Fischer 237 Mapleview Dr. E Barrie, ON L4N 7G3 (Is mobile and does meet at client's homes when necessary) [email protected] www.mgifinancial.com

Professional Association: CIM (Canadian Institute of Management) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 20 8

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 30+ 3+ Farm Financial Assessments, Farm Succession Planning, Farm Business Planning, New Entrants to Farming, DFO New Entrant Quota Assistance Applications Official Language English

· · ·

Succession Planning Estate Planning Retirement Planning English

Official Language

Name Location

Ron Godkin, C.A. c/o Pinder, Taylor, McNeilly, Godkin LLP Chartered Accountants & Business Advisors 71 Main Street North Exeter, ON N0M 1S3

Name

William (Bill) Johnson, BA CMA CFP Total Farm Services (Ontario) Inc.

Location

233 Huron Street, New Hamburg ON N3A 1K2

Phone # Fax # E-Mail Address Website Address

519-235-0101 519-235-3211 [email protected]

Phone # Fax # E-Mail Address Website Address Professional Association

519-662-2733 519-662-2733 [email protected]

Professional Association Chartered Accountant AGRICULTURE EXPERIENCE Years of Agr Experience 17 Years of Farm Financial Areas of Specialization 17 Income tax, business planning, succession planning, estate planning, incorporations, matrimonial issues and various other matters. Official Language English

Financial Planners Standards Council, Society of Management Accountants

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 17 27 Farm management accounting and farm tax accounting/bookkeeping including the preparation of farm production/ management plans for independent farmers who operate mixed farming operations which may include the raising of cattle, goats, swine and sheep. Official Language English

20

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name: Location: Phone #: Fax #: E-Mail Address: Website Address: Ralph Kikkert Guelph/Dundas/Hamilton 905-627-2668 or 519-766-9033 905-627-5826 or 519-766-9098 [email protected] www.strive.com Phone # Fax # E-Mail Address Website Address Name Location Karen Lund Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 7 Brighton Rd. Barrie, ON L4M 6S5 705-241-5485 705-792-9039 [email protected] www.alliedgroup.ca

Professional Association: STRIVE! AGRICULTURE EXPERIENCE Years of Agr Experience: 33 years plus grew up on a farm Years of Farm Financial: 17 years

Areas of Specialization: Succession, Diversification, Expansion, Feasibility, Marketing, New Entrants Official Language: English

Professional Association Certified General Accountants Association, Member of Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 5 5 Personal, Corporate and Trust Taxation, Financial Statements, Business Advisory Services Official Language English

Name Location

Jesse MacDonald 675 Queens Street South, Box 230, Suite 615 Kitchener, ON N2M 1A1 519-732-8980 519-742-0621 [email protected] www.jessemacdonaldinsurance.com

Name Location

Ken Pinder c/o Pinder, Taylor, McNeilly, Godkin LLP Chartered Accountants & Business Advisors 71 Main Street North Exeter, ON N0M 1S3

Phone # Fax # E-Mail Address Website Address Professional Association

Phone # Fax # E-Mail Address Website Address Professional Association

519-235-0101 519-235-3211

AGRICULTURE EXPERIENCE Years of Agr Experience 13 years, I spent my formative years on a farm in Oxford County before an injury to my father caused us to leave farming 7

AGRICULTURE EXPERIENCE

Years of Farm Financial Areas of Specialization

Official Language

Years of Agr Experience Farm Succession and Transfer. I specialize Years of Farm Financial in assisting farm families start off on the right foot in their re-organization. I involve Areas of Specialization farm families in processes used by successful businesses to tailor an efficient, Official Language effective and time saving path to their new business structure. I offer a farm succession and transfer seminar titled: Farm Succession, the Human Side English

21

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Jim Radler, CA-CAFA Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 92 Maplelawn Dr., St. Jacobs, ON N0B 2N0 Phone # Fax # E-Mail Address Website Address Professional Association 519-574-6698 519-664-0969 [email protected] www.alliedgroup.ca Chartered Accountant, Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 8 8 Providing accounting, tax services, business planning and advisory services primarily agricultural clients. Official Language English Official Language Phone # Fax # E-Mail Address Website Address Professional Association Name Location Colin Read, CMA BDO Canada LLP 485 10th Street Hanover, ON N4N 1R2 519-364-3790 519-364-5334 [email protected] www.bdo.ca Society of Management Accountants

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 28 28 Management Accountant--provide accounting and personal and corporate tax services to primarily small businesses including agricultural clients in cash crop. English

Name Location

Ralph Robinson 172 Ballantyne Ave, Stratford, ON N5A 3A7

Name Location

Larry A. Rosenblum

Phone # Fax # E-Mail Address Website Address Professional Association

519-275-2220 1-877-766-5573 [email protected]

The Equine Tax Group 2865 South Eagle Rd, Suite 319 Newtown, PA USA 18940 As members of the Regus Office, network we have access to office space if needed in: · Burlington

Fellow Institute of Canadian Bankers

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 15 15 With a practical perspective, financial analysis, business plans, debt restructuring start-up and exit plans, farm business analysis. Official Language English

Toronto We additionally meet clients in Western Ontario near most major racing centres i.e. Windsor, Sarnia, London and Kawartha Phone # 888-338-2999 Fax # 877-829-2230 E-Mail Address [email protected] Website Address www.equinetaxgroup.com Professional Association Enrolled Agent licensed by the Internal Revenue Service (USA) AGRICULTURE EXPERIENCE Years of Agr Experience 17 Years of Farm Financial 4 Areas of Specialization Horse farms, Financial Mgmt. and consulting, business plants, US tax services, IRS & State Tax Problems (USA), retired IRS Agent and Manager (USA) Official Language English

· · · ·

Burnaby Markham Mississauga

22

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Phone # Fax # E-Mail Address Website Address Agricultural Institute of Canada (AIC); Canadian Consulting Agrologists Association (CCAA); Canadian Association of Farm Advisors (CAFA); Canadian Farm Business Management Council (CFBMC); Ontario Federation of Agriculture (OFA), Progressive Dairy Operators Executive (PDO) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 40 35 An active farmer, specializing in the development and implementation of strategic farm business plans, financial projections, business structures, mentoring family boards of directors and succession planning for dairy, beef, poultry and cash crop production operations. English Professional Association Robert L. Ross R.R. # 1, St. Marys, ON N4X 1C4 519-229-6595 519-229-6900 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 24 24 Corporate and personal income tax planning and preparation, intergenerational farm transfers, assistance with government programs, bookkeeping and financial statements preparation. Official Language English Name Location Morgan Senior Accord Business Solutions Inc. 181 Groh Ave., Unit #4 Cambridge, ON N3C 1Y8 1-888-791-1589 519-220-1125 [email protected] www.accordbusinesssolutions.ca

Official Language Name Location

Barry Sinclair P.Ag. 208 Beechfield Cres Orangeville, ON L9W 4N2 Phone # 519-941-8735 Fax # 519-938-5544 E-Mail Address [email protected] Website Address www.barrysinclair.ca Professional Association Ontario Institute of Agrologists AGRICULTURE EXPERIENCE Years of Agr Experience 36 Years of Farm Financial 32 Areas of Specialization

Name Location

Grace T. Slot, C.A. Ward & Uptigrove CA 145 Main Street East Listowel, ON N4W 3H2 519-291-3040 ext 216 519-291-1850 [email protected] www.wardanduptigrove.com Chartered Accountant

Phone # Fax # E-Mail Address Website Address Professional Association

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 30 20 Succession planning, Business planning, Incoporations, Partnerships, Accounting & tax and various other. Immigration & Emigration and beginning farmer assistance. Passable knowledge of Dutch language Official Language English

· · · · · · · · ·

Farm Financial Management Budget and cash flow preparations Financial statement preparations Financial statement and business analysis Business planning Debt management New farmer and start-up proposal analysis Change management Assistance in preparing government program forms and applications Farm and Agri-business Property Assessment and Taxation · Analysis and explanation of your Property Assessment Notice · Analysis and explanation or your municipal tax invoice · Farm Property Class tax rate application filing assistance · Request for Reconsideration filing and representation · Assessment Review Board Appeal filing and hearing representation Official Language: English

23

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location George Spence, Bsc., Agr., MBA 12 Bismark Street North R.R. # 2, Mildmay, ON N0G 2J0 Phone # Fax # E-Mail Address Website Address Professional Association Accredited Appraiser, Appraisal Institute of Canada AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 35 35 Operate a mixed farm with beef, hogs, honey, maple syrup and apples. Experience with food safety, dairy goats and cash crop. Official Language English Official Language 519-367-2726 519-367-3397 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association Chartered Accountant Name Location Brian Taylor, C.A. c/o Pinder, Taylor, McNeilly, Godkin LLP Chartered Accountants & Business Advisors 71 Main Street North, Exeter, ON N0M 1S3 519-235-0101 519-235-3211 [email protected]

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 20 20 Income tax, business planning, succession planning, estate planning, incorporations, general business advisory services and various other matters. English

Name Location

Jim Tyler 4261 Line 16 R.R.# 7, St. Marys, ON N4X 1C9

Name Location

Amy Valkenburg Collins Barrow KMD LLP 413 Hibernia St., Stratford, ON N5A 5W2

Phone # Fax # E-Mail Address Website Address Professional Association

519-272-0000 519-272-0030 [email protected]

Phone # Fax # E-Mail Address Website Address

519-284-3138 519-284-0559 [email protected]

Member of the Ontario Institute of Agrologists and the Ontario Federation of Agriculture

Professional Association Member of the Ontario Institute of Agrologists and the Ontario Federation of Agriculture AGRICULTURE EXPERIENCE Years of Agr Experience 35 Years of Farm Financial Areas of Specialization 20 Production management (I am a farmer), farm business analysis, development of options, preparation of financial statements, business planning, managing change, negotiation training & coaching, succession planning. Official Language English Official Language

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 5 2 Collins Barrow KMD LLP provides accounting and tax services and specializes in business and succession planning with the program Farm F.I.T.N.E.S.S. (Farmers In Transition Now ­ Expansion, Succession, Sale) which brings together a team of experts consisting of an accountant, lawyer and financial planner to your kitchen table. English

24

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Stephen Van den Hengel Famme & Co LLP 125 Ontario Street, Stratford, ON N5A 3H1 Phone # Fax # E-Mail Address Website Address 519-271-7581 519-271-2737 [email protected] www.fammeandco.on.ca Phone # Fax # E-Mail Address Website Address Professional Association Chartered Accountants AGRICULTURE EXPERIENCE AGRICULTURE EXPERIENCE Years of Agr Experience 16 Years of Farm Financial Areas of Specialization 10 Farm financial statement preparations, cash, flow projections, succession planning, business planning, and taxation. Official Language English Official Language Years of Agr Experience 15 Years of Farm Financial Areas of Specialization 15 Income tax, business planning, succession planning, estate planning, incorporations, matrimonial issues and various other matters. English Name Location Dave Vantyghem, C.A. c/o Pinder, Taylor, McNeilly, Godkin LLP Chartered Accountants & Business Advisors 71 Main Street North Exeter, ON N0M 1S3 519-235-0101 519-235-3211 [email protected]

Professional Association Institute of Chartered Accountants of Ontario

Name Location

Elizabeth Wagner, CFP, CAFA 5809 Line 66 R.R. # 1, Monkton, ON N0K 1P0

Name Location

Doug Walper, BSc (Agr), CFP, P.Ag. Total Farm Services (Ontario) Inc. P.O. Box 417, 10362 Lakeview Ave., Grand Bend, ON N0M 1TO

Phone # Fax # E-Mail Address Website Address

519-356-2020 519-356-2667 [email protected]

Phone # Fax # E-Mail Address Website Address

519-238-6061 519-238-6061 [email protected]

Professional Association Advocis Financial Planners Standards Council Professional Association Agricultural Institute of Canada, Ontario - CFP designation (Certified Financial Planner), CAFA (Certified Agricultural Farm Advisor), Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience 40 Years of Farm Financial Areas of Specialization 11 Financial planning and business consulting, succession planning, financial assessments, have been farming myself for 36 years. Official Language English Official Language Institute of Agrologists, Financial Planners Standards Council AGRICULTURE EXPERIENCE Years of Agr Experience 30 Years of Farm Financial Areas of Specialization 25 Farm Financial, taxation, financial planning, cash crops, beef, swine production. English

25

ONTARIO FARM BUSINESS ADVISOR PROFILES

Area 4

Name Location Alternate Offices John A. Anderson 840 Appledown Drive, Kingston, ON K7P 1C9 475 Main St., PO Box 390, Winchester, ON K0C 2K0 79 Main St., Morrisburg, ON K0C 1X0 143-A Bridge St., Carleton Place, ON K7C 2V6 613-389-3746 613-389-6425 [email protected] www.collinsbarrow.com Name Location Phone # Fax # E-Mail Address Website Address: David Cohlmeyer Cookstown ON 705.458.1710 705.458.4675 [email protected] www.davidcohlmeyer.ca

Phone # Fax # E-Mail Address Website Address Professional Association

Professional Association: Agricultural Institute of Canada, Canadian Farm Business Management Council, Sustain Ontario AGRICULTURE EXPERIENCE Years of Agr Experience: Years of Farm Financial: Areas of Specialization: 24 4 Organic (ecological) vegetable and mixed farm: production and cost of production, marketing to local buyers, and understanding financial planning; Frequent informal advice for young and new farmers. I am very interested in working with First Nations clients in both reserve and urban settings. Official Language: English (plus farm Spanish)

AGRICULTURE EXPERIENCE Years of Agr Experience 37 Years of Farm Financial Areas of Specialization 35 Agri-Business management planning, succession planning, estate planning and facilitation services. Official Language English

Leonard Dick, CGA Allied Associates LLP, Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 1006-200 White Oak Rd. Whitby, ON L1P 1B8 Phone # 905-556-0370 Fax # 905-556-0244 E-Mail Address [email protected] Website Address www.alliedgroup.ca Professional Association Certified General Accountant, Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience 13 Years of Farm Financial 13 Areas of Specialization Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. Official Language English

Name Location

Name Location

Chris Hart 12032 County Road 3 Winchester, ON K0C 2K0 133 Hunter Street E., Peterborough, ON K9H 1G7 1-866-883-0006 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 613-774-5204 613-774-6117 [email protected] www.alliedgroup.ca

Phone # Fax # E-Mail Address Website Address

Professional Association Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience 14 Years of Farm Financial Areas of Specialization 14 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. English

Official Language

26

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Lisa Kemp BDO Canada LLP Lindsay, ON Name Location Les MacAlpine Allied Associates LLP Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 133 Hunter Street E., Peterborough, ON K9H 1G7 1-866-883-0006 2976 County Road #38, R.R. #1 Warsaw, ON K0L 3A0 705-652-6518

Phone # Fax # E-Mail Address Website Address: Professional Association:

705-324-3579 705-324-0774 [email protected] www.bdo.ca Chartered Accountant Phone # Fax # E-Mail Address Website Address Professional Association

AGRICULTURE EXPERIENCE Years of Agr Experience: Years of Farm Financial: Areas of Specialization: · Tax services · Financial management · Farm accounting and bookkeeping · Estate, business and succession planning · Government programs Official Language: English 9 9

[email protected] www.alliedgroup.ca

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 6 6 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. English

Official Language

Name Location

T. Wayne Martin, P.Ag. 254 Henry St. Stirling, ON K0K 3E0

Name Location

Alex Richardson BDO Canada LLP 165 Kent Street W Lindsay, ON K9V 2Y7

Phone # Fax # E-Mail Address Website Address Professional Association

613-395-2480 613-395-2729 [email protected] Phone # Fax # E-Mail Address Ontario Institute of Agrologists, Agricultural Institute of Canada, Canadian Association of Farm Advisors Website Address

705-324-3579 705-324-0774 [email protected] www.bdo.ca

Professional Association Certified General Accountant AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 33 33 Preparation of financial statements, tax returns, cash flows, CAIS applications and other services for incorporated and unincorporated farm businesses Official Language English

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 45 42 Farm business and financial management, agricultural extension and advisory services, basic farm business arrangement discussions Official Language English

27

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Dan Rosborough 35 Queen Street Lakefield, ON K0L 2H0 Phone # Fax # E-Mail Address Website Address Professional Association Certified General Accountant 705-652-6347 705-652-8891 [email protected] Name Location Larry A. Rosenblum

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 30 20 Farm accounting, bookkeeping, and taxation. Assistance in preparation of all government forms and applications. Estate, business and succession planning. Official Language English

The Equine Tax Group 2865 South Eagle Rd, Suite 319 Newtown, PA USA 18940 As members of the Regus Office, network we have access to office space if needed in: · Burlington · Burnaby · Markham · Mississauga · Toronto We additionally meet clients in Western Ontario near most major racing centres i.e. Windsor, Sarnia, London and Kawartha Phone # 888-338-2999 Fax # E-Mail Address Website Address Professional Association Revenue Service (USA) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 17 4 Horse farms, Financial Mgmt. and consulting, business plants, US tax services, IRS & State Tax Problems (USA), retired IRS Agent and Manager (USA) English 877-829-2230 [email protected] www.equinetaxgroup.com Enrolled Agent licensed by the Internal

Official Language

Name Location

Bryan Smith, C.A. Allied Associates LLP Chartered Accountants 133 Hunter Street East Peterborough, ON K9H 1G7 1-866-883-0006 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 705-760-9900 705-760-9926 [email protected] www.alliedgroup.ca

Name Location

Robert Williams Allied Associates LLP, Chartered Accountants 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 Box 570, 4225 Hwy. 7, Norwood, ON K0L 2V0

Phone # Fax # E-Mail Address Website Address Professional Association

Phone # Fax # E-Mail Address Website Address Professional Association

705-639-1455 705-639-1883 [email protected] www.alliedgroup.ca FICB (Fellow of the Institute of Canadian Bankers)

Institute of Chartered Accountants of Ontario (ICAO), Canadian Association of Farm Advisors (CAFA) AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 13 15 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. English

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization Official Language 10 years Taxation, Farm Business Assessment English

Official Language

28

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Kathryn Windrem (Area 4) BDO Canada LLP 201 George Street North, Ste 202 Peterborough, ON K9J 7A5 Phone # Fax # E-Mail Address Website Address Professional Association 705-742-4271 705-742-3420 [email protected] www.bdo.ca Certified General Accountant, Canadian Tax Foundation, Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 27 27 Personal and corporate income tax planning and compliance services, succession and estate planning, corporate reorganizations, business risk management programs, financial statement preparation Official Language English

29

ONTARIO FARM BUSINESS ADVISOR PROFILES

Area 5

Name Nicole Allen, B.A. (Hons), LL.B., ALLEN Trusts & Estates Location Name Location John A. Anderson 840 Appledown Drive, Kingston, ON K7P 1C9 475 Main St., PO Box 390, Winchester, ON K0C 2K0 79 Main St., Morrisburg, ON K0C 1X0 143-A Bridge St., Carleton Place, ON K7C 2V6 613-389-3746 613-389-6425 [email protected] www.collinsbarrow.com

Phone #

Serving clients on-location throughout Eastern Ontario. Law Office located in Moose Creek, Alternate Offices Ontario Local 613-538-4197 Toll Free 1-866-292-8370

Fax # E-Mail Address Website Address Professional Association

1-877-409-6924 [email protected] www.AllenTrustsandEstates.com Society of Trusts & Estate Practitioners Phone # Fax # E-Mail Address Website Address Professional Association

(STEP), Law Society of Upper Canada (LSUC), Carleton County Law Association, Canadian Tax Foundation, Canadian Bar Association AGRICULTURE EXPERIENCE Years of Agr Experience 7 Years of Farm Financial Areas of Specialization 7

Succession Planning; Trusts; Estate Planning

AGRICULTURE EXPERIENCE Years of Agr Experience 37 Years of Farm Financial Areas of Specialization 35 Agri-Business management planning, succession planning, estate planning and facilitation services. English

and Administration; Personal and Corporate Tax Planning; Intergenerational Wealth Transfer; Powers of Attorney; Transferring the Family Business; CoOwnership and Partnership Agreements; Shareholders Agreements; Incorporation and Corporate Restructuring. Extensive experience working with new owners, start-up businesses and second-generation business owners. Developed and delivered courses on Corporate Law and Business Planning at Algonquin College, Ottawa.

Official Language

Official Language Name Location

English Jaafar Bouanane, M. Sc., MBA. A.Ag. 4473, Rue Barrière Laval (QC) H7W 0E2 Name Location Len Davies 15564 Muirkirk Line., Muirkirk ON N0L 1X0 Phone # Fax # E-Mail Address Website Address Ontario Institute of Agrologists (OIA), l'Union des Cultivateurs Franco-Ontarien (UCFO),Ordre des Agronomes du Québec (OAQ) Professional Association 519-678-3862 519-678-3401 [email protected] www.davieslegacy.ca Certified Financial Planner, Chartered Life Underwriter, Elder Planning Counselor, Certified Agricultural Farm Advisor, Certified Divorce Financial Analyst, Charter Insurance Professional, and member of the Canadian Association of Family Enterprises

Phone # Fax # E-Mail Address Website Address Professional Association

450-934-5543 450-934-5543 [email protected]

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 25 20 Agri-consulting, Banking and agricultural financing (20 yrs), farm financial management, business risk management, strategic planning (SWOT), change management. Official Language Bilingual Official Language

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 39 10 Farm Succession Planning, Estate Planning, Farm Business Planning, Farm Risk Management. English

30

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location Luc Gagné Groupement de gestion agricole de l'Ontario, 1305 Place de Réveillon St-Lazare, QC J7T 2K6 Phone # Fax # E-Mail Address Website Address Professional Association AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 14 14 Expansion of farm, diversification, viability analysis, succession planning, exit and start-up plans, financial and economic analysis, farm transfer Official Language French Official Language AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 19 19 In providing Client focused Farm Succession and Estate planning, including comprehensive analysis of Family Farm structures to ensure tax efficient sale or transfer of farm assets, quota, or business. Financial planning, Wealth management. English 450-424-6201 450-424-6818 [email protected] www.fgcaq.com Name Location Phone # Fax # E-Mail Address Website Address Professional Association Assante Ag Group, Certified Financial Planner, Bachelor of Arts (Economics) Queen's University Patrick Gilmour 264 King Street., Kingston, ON 613-549-8602 613-549-2853 [email protected]

Name Location

Chris Hart Allied Associates LLP Chartered Accountants 12032 County Road 3 Winchester, ON K0C 2K0 133 Hunter Street E., Peterborough, ON K9H 1G7 1-866-883-0006 1490 Richmond St., Suite 200 London, ON N6G 0J4 1-800-661-1956 613-774-5204 613-774-6117 [email protected] www.alliedgroup.ca Canadian Association of Farm Advisors (CAFA)

Name Location Phone # Fax # E-Mail Address Website Address Professional Association

Wendell Joyce Oxford Mills, Ontario 613-482-9439 613-258-9228 [email protected] www.groupehemlockgroup.com Ontario Institute of Agrologists

Phone # Fax # E-Mail Address Website Address Professional Association

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 35 10

· · · · · ·

Cost of production Farm financial assessment Strategic planning New project evaluation / feasibility studies Dairy ­ Profit Profiler analysis New entrants Bilingual (English & French)

AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 14 14 Providing accounting, tax services, business planning and advisory services to primarily agricultural clients. English

Official Language

Official Language

31

ONTARIO FARM BUSINESS ADVISOR PROFILES

Name Location T. Wayne Martin, P.Ag. 254 Henry St. Stirling, ON K0K 3E0 Phone # Fax # E-Mail Address Website Address Professional Association Ontario Institute of Agrologists, Agricultural Institute of Canada, Canadian Association of Farm Advisors AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 45 42 Farm business and financial management, agricultural extension and advisory services, basic farm business arrangement discussions Official Language English 613-395-2480 613-395-2729 [email protected] Phone # Fax # E-Mail Address Name Location H. James Pollock, BBA, CA Craig Keen Despatie Markell LLP Chartered Accountants 709 Cotton Mill Street Cornwall, Ontario K6H 7K7 613-932-3610 613-938-3215 [email protected]

Website Address: www.ckdm.ca Professional Association: Chartered Accountant AGRICULTURE EXPERIENCE Years of Agr Experience: 11 years Years of Farm Financial: Areas of Specialization: 11 years

· · · ·

Accounting and preparation of financial statements for proprietorship, partnership and corporate farm organizations Preparation of personal and corporate farm tax returns Tax and estate planning, succession planning, business plans and cash flow projections Preparation of AgriStability and AgriInvest applications English

Official Language:

32

ONTARIO FARM BUSINESS ADVISOR PROFILES

Area 6

Name Location Francois L. Beaudry 249 Ivanhoe Dr., North Bay, On, P1A 3C2 Phone # Fax # E-Mail Address Website Address Professional Association Ontario Institute of Agrologists AGRICULTURE EXPERIENCE Years of Agr Experience 35 Years of Farm Financial Areas of Specialization Official Language 29 Dairy Farming and Mixed Farming Bilingual 705-472-2625 705-472-2625 [email protected] Phone # Fax # E-Mail Address Website Address Professional Association Name Location Len Davies 15564 Muirkirk Line., Muirkirk ON N0L 1X0 519-678-3862 519-678-3401 [email protected] www.davieslegacy.ca

Certified Financial Planner, Chartered Life Underwriter, Elder Planning Counselor, Certified Agricultural Farm Advisor, Certified Divorce Financial Analyst, Charter Insurance Professional, and member of the Canadian Association of Family Enterprises AGRICULTURE EXPERIENCE Years of Agr Experience Years of Farm Financial Areas of Specialization 39 10 Farm Succession Planning, Estate Planning, Farm Business Planning, Farm Risk Management. Official Language English

33

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