Archive for July, 2023

Webinar Invitation: Ensuring the Future of Your Family Farm

Friday, July 7th, 2023

Are you a farm owner looking to ensure the long-lasting success of your family farm? Are you facing the challenge of transferring the farm to the next generation, even when some of your children may have different career aspirations? We have the answers you’ve been seeking.

We are thrilled to continue our webinar series, “The Family Farm: What Is Your 100-Year Plan?” with the second session, “Ensuring the Future of Your Family Farm.” This session features a case study of a real family client who is currently implementing a unique strategy for transferring their farm. This time, our team of experts is joined by John Tempest, CPA, CA, who will share the inspiring story of this family’s journey.

The webinar “Ensuring the Future of Your Family Farm” will be held on August 23rd at 10 am PDT.

Join us as we cover the following key topics:

  • The unique strategy employed by the farm owner for transferring the business to the next generation.
  • Insights into the family dynamics and considerations involved in the decision-making process.
  • Exploring the opportunities and challenges presented by this specific family scenario.
  • Addressing generational issues and fostering continuity in the family farm.
  • Financial considerations and tax implications shared by our esteemed CPA.

Don’t miss out on this valuable webinar that combines real-life experiences with expert insights to provide a holistic understanding of family farm transfers. Rest assured, even if you are unable to attend the live session, a recording will be made available to you.



Webinar Participants

Rob Wallis
Partner and Senior Advisor, VELA Wealth
Rob brings over 15 years of financial planning and advice-giving expertise to the VELA team and has a proven track record of delivering high calibre solutions to clients. Rob excels at working with entrepreneurial professionals and business owners define their ecosystems, establish and exceed their life and financial goals.
Michael Baker
Licensed Life Insurance Broker, Baker Wealth
Michael Baker founded Baker Wealth to build meaningful success for people. A challenge-driven CPA, he wanted to help his clients forge a tighter connection between financial prosperity and a fulfilling life. Michael is your expert advisor and ally, with 25+ rich and illuminating years of experience as a professional. Talk to Michael about planning your future, starting a new business or welcoming a new family member. He’s an active listener; he not only hears your words, but he understands them – the key to solid financial results.
Shane Donner
Partner, Smith & Hersey Agribusiness Law LLP
Shane has been working as a Solicitor at Smith & Hersey Agribusiness Law for over 8 years. Shane’s practice is primarily focused on business transition planning (specifically agricultural operations), corporate finance, commercial/agricultural real estate, and negotiating renewable energy leases for wind and solar projects on behalf of landowners.
Shauna Trainor
Principal, A&O Partners LLP
Shauna works with enterprising families across North America to navigate the complexities of ownership, wealth, and family dynamics. Shauna engages in a planning process with family enterprises to help them identify, clarify, and articulate their ownership vision and strategy. In collaborating with families, Shauna helps them to establish relevant governance, enhance communication and engage in shared decision making. Shauna leverages her business and psychology background to help families and individual members achieve their desired objectives.
John Tempest
Principal, EBT Chartered Professional Accountants
John attended the University in Lethbridge where he received his Bachelor of Management with Distinction, majoring in Accounting. From there, he moved to Medicine Hat and achieved his Chartered Accountant designation in 2013. John is a highly skilled professional in the field of taxation, holding an In-Depth Tax Certificate earned in 2021. John’s areas of focus include owner managed businesses with a focus on agriculture and professionals, as well as corporate and estate tax planning. He strives to provide his clients with a high level of customer service and great tax planning opportunities. 


Can’t make the date? Register anyway! A recording will be sent to all registrants after the event.