AG PLAN INC.
Tackle those tasks that are holding your family farm back from moving to that next level
AG PLAN INC.
Tackle those tasks that are holding your family farm back from moving to that next level
Tackle those tasks that are holding your family farm back from moving to that next level
Tackle those tasks that are holding your family farm back from moving to that next level
Being rooted in Agriculture my entire life, I have over 25 years of experience in the fields of finance (CIBC, CWB, and Rabobank), succession (multi-generation farm/ranch and Agri-business families), dispute resolution (Court mediations in small business, agriculture, and landlord/tenant disputes, as well as private mediations in Agricult
Being rooted in Agriculture my entire life, I have over 25 years of experience in the fields of finance (CIBC, CWB, and Rabobank), succession (multi-generation farm/ranch and Agri-business families), dispute resolution (Court mediations in small business, agriculture, and landlord/tenant disputes, as well as private mediations in Agriculture).
Designations include: a Professional Agrologist designation, a Master's degree in Agriculture Economics, a Family Enterprise Advisor Designation, and a Chartered Mediator Designation.
I bring a Committed, Connected, and Compassionate approach to farming/ranching families.
This background and unique set of qualifications brings a distinctive approach towards addressing complex client needs and outcomes as their families and business evolve.
Are you feeling your banker does not understand you, and what you are trying to do? Do you feel they are asking for too much? My years as an Ag Banker can help you navigate the banking world and translate your financing needs, help you (re)structure for more availability and flexibility in your finances, help you negotiate rates, terms, and conditions, and help you lay the ground work for your next steps in your growth and evolution of your family operation.
Are there underlying issues that are preventing the growth and success your farm/ranch could be experiencing? Is there a legacy you wish to carry on for your family and community? I am a member of the Alternative Dispute Resolution Institute of Alberta since 2007, have been mediating for the courts and independent clients since 2007 using interest-based, outcome focused mediation, while facilitating family discussions since 2010 - helping resolve issues that help positive forward momentum towards strong and healthy family Agri-businesses.
Is your business and family becoming more and more complex? Are there important issues that need addressing but the urgent day-to-day is getting in the way? My Family Enterprise Advisor experience can help you prioritize your next steps and develop a pathway towards sustainable structures and practices that work for your family as it continues to evolve. And I can keep you on that path, reaching the milestones you set towards your goals.
Let me bring my knowledge, network, and nurturing nature to your family business. The world is getting more complicated, business is becoming more complex, and family is ever changing; maneuvering through this is paramount to your success. I will navigate, translate, and advocate. Let's get started!
We can begin with a phone discussion - see where you are at, and what you need
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