| 4Quarters Advisory Group |
Calgary, Alberta |
Posted: 2016-09-29 |
|
Contact: Fred
Mertz
|
|
101, 4603 Varsity Drive NW
|
|
Calgary, Alberta
T3A 2V7
|
|
Phone: 403-277-2605
|
Fax: 403-230-0955
|
|
|
[email]
|
Cell: 403-815-1558
|
|
www.4quartersadvisory.ca
|
| 4Quarters Advisory Group is made up of professionals specializing in taxation, real estate, financial services and legal. Our motto is "Four Professions. One focus. Your family farm." We are dedicated in helping farming families in Alberta find solutions for their farming needs. |
| Specialties:
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
,
Business Planning
,
Life Insurance
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
|
| |
[Print this Listing]
|
|
| Agrawal Associates Private Wealth Management with Investors Group Securities Inc |
Calgary, Alberta |
Posted: 2017-04-28 |
|
Contact: Kaza
Smith
|
|
2nd floor, 37 Richard Way SW
|
|
Calgary, Alberta
T3E 7M8
|
|
Phone: 403-727-2800-Ext.3008
|
|
Toll Free: 1-888-996-9990
|
|
[email]
|
|
|
www.agrawalassociates.com
|
| Nobody cares more about your financial well-being than you. Our team, though,
is right there with you. We've got your back. Tax, Estate & Succession Planning, Risk & Wealth Management, Cashflow,
Philanthropic Solutions and Inter-generational Transitions. Where to start? Call today for your face-to-face meeting and we'll show you why our team is
your solution. We will bring the coffee. |
| Specialties:
Life Insurance
,
Retirement Planning
,
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Arthur H. Williams Investment Advisor, B.A. Econ., CIBC Wood Gundy |
Calgary, Alberta |
Posted: 2013-06-03 |
|
Contact: Arthur
Williams
|
|
#600, 607 - 8th Ave Sw.
|
|
Calgary, Alberta
T2P 0A7
|
|
Phone: 403-260-0573
|
Fax: 403-260-0410
|
Toll Free: 800-332-1407
|
|
[email]
|
|
|
www.cibcwg.com/arthur_williams
|
| In today's changed world, investment risk are less foreseeable than ever. Wondering if your portfolio strategy is at risk? Find out with our complimentary and confidential P.A.R.T. analysis. If you are currently a CIBC Wood Gundy client, please contact your Investment
Advisor.CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary
of CIBC and a Member of the Canadian Investor Protection Fund and Investment
Industry Regulatory Organization
of Canada. |
| Specialties:
Life Insurance
,
Retirement Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Attron Group, Inc. |
Camrose, Alberta |
Posted: 2010-11-19 |
|
Contact: D. Bruce
Pound
|
|
4825-48 Street
|
|
Camrose, Alberta
T4V 1L4
|
|
Phone: 780-672-6090
|
Fax: 780-672-0349
|
|
|
[email]
|
|
| Attron Group, Inc. offers professional accounting & tax services to all
business types, including farm and agribusiness. D. Bruce Pound, CFP and can
offer personalized financial planning services and investment products,
including life insurance. |
| Specialties:
Business Planning
,
Life Insurance
,
Retirement Planning
,
Succession/Asset Transfers
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Boschee & Company Chartered Accountant |
Calgary, Alberta |
Posted: 2010-11-26 |
|
Contact: Bob
Boschee
|
|
100, 2411 - 4th Street N.W.
|
|
Calgary, Alberta
T2M 2Z8
|
|
Phone: 403-282-8889
|
Fax: 403-282-5880
|
|
|
[email]
|
Cell: 403-607-0442
|
| Full service CA firm for owner/ operator type farming and ranching business. |
| Specialties:
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| CGL Strategic Business & Tax Advisors |
Red Deer, Alberta |
Posted: 2010-11-19 |
|
B102 - 356, 5212 - 48 ST
|
|
Red Deer, Alberta
T4N 7C3
|
|
Phone: 403-986-3829
|
Fax: 888-849-9245
|
Toll Free: 888-986-3829
|
|
[email]
|
|
|
www.CGLtax.ca
|
| Based in Red Deer, servicing a radius around and including, Olds, Ponoka,
Stettler, Rocky Mountain House. If you prefer, we will come out to meet you at
your location. We are a specialty tax advisory firm and will work with your current
accountant, if required, to make sure you advanced business, succession, and
tax planning needs are met. |
| Specialties:
Business Planning
,
Business Structures
,
Succession/Asset Transfers
,
Personal Financial Planning
,
Taxation Planning
,
Estate Planning
|
| |
[Print this Listing]
|
|
| Catalyst - Assurance.Taxation.Advisory |
Calgary, Alberta |
Posted: 2014-11-26 |
|
Contact: Candace
Roberts
|
|
250 - 200 Quarry Park Blvd. SE
|
|
Calgary, Alberta
T2C 5E3
|
|
Phone: 403-296-0082
|
Fax: 402-296-0088
|
|
|
[email]
|
|
|
www.thecatalystgroup.ca
|
| Catalyst is a multi-disciplinary professionals services firm that provides
accounting, assurance, taxation, financial planning, wealth management and
corporate advisory services. With 40 years of experience dealing with
agribusiness, and a agribusiness service team made up of people that all have
personal experiences with the industry as well as professional, we have a deep
understanding of the issues facing the industry and provide a unique two sided
perspective when helping our clients. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Chapman & Associates Chartered Accountants |
Olds, Alberta |
Posted: 2010-11-20 |
|
Contact: Glen
Chapman
|
|
#102, 5037 - 50th Street
|
|
Olds, Alberta
T4H 1R8
|
|
Phone: 403-556-3500
|
Fax: 403-556-6088
|
|
|
[email]
|
|
|
www.chapca.com
|
| Specialties:
Business Planning
,
Business Structures
,
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Taxation Planning
,
Estate Planning
|
| |
[Print this Listing]
|
|
| Clearthink Group |
Sherwood Park, Alberta |
Posted: 2017-04-06 |
|
Contact: Keleigh
Cormier, CMC CAC
|
|
#265, 52318 Range Road 213
|
|
Sherwood Park, Alberta
T8G 1C3
|
|
Phone: 780-922-3211
|
Fax: 780-922-0107
|
|
|
[email]
|
|
|
www.clearthinkinc.com
|
| Professional management consultants specializing in agriculture, agribusiness &
ag-tourism. We have helped hundreds of businesses find a path to market for
their products & services. As trusted advisors we provide coaching and conduct
in-depth research to understand your customers. We are Certified Management
Consultants (CMC) & Certified Agricultural Consultants (CAC) representing a
commitment to the highest standards of consulting & adherence to the ethical
canons of the profession. |
| Specialties:
Business Planning
,
Non-for Profits/Societies
|
| |
[Print this Listing]
|
|
| Counsel West Law |
Calgary, Alberta |
Posted: 2010-11-19 |
|
Contact: Colin
Simmons
|
|
203, 200 Rivercrest Dr. SE
|
|
Calgary, Alberta
T2C 2X5
|
|
Phone: 403-252-1162
|
Fax: 403-259-2893
|
|
|
[email]
|
|
|
www.counselwest.com
|
| Practice concentrated primarily in the area of agricultural law dealing with
legal matters involving farm estate and succession planning, taxation, real
estate, land, surface rights, livestock, farm corporations, farm partnerships,
farm joint ventures and leases. |
| Specialties:
Business Structures
,
Estate Planning
,
Succession/Asset Transfers
,
Taxation Planning
,
Business Planning
,
Retirement Planning
|
| |
[Print this Listing]
|
|
| Davis, Daignault, Schick & Co |
Calgary, Alberta |
Posted: 2010-11-19 |
|
Contact: Walter
Reimer
|
|
830, 840 7 Avenue SW
|
|
Calgary, Alberta
T2P 3G2
|
|
Phone: 403-298-8683
|
Fax: 403-269-3540
|
|
|
[email]
|
|
| Specialties:
Business Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Daye and Partners Chartered Accountants |
Edmonton, Alberta |
Posted: 2014-12-04 |
|
900, 10303 Jasper Avenue
|
|
Edmonton, Alberta
T5J 3N6
|
|
Phone: 780-761-2140
|
Fax: 780-761-2145
|
|
|
[email]
|
|
|
www.dayeandpartners.com
|
| Daye & Partners is committed to providing personalized, proactive, and timely
service and are dedicated to meeting the highest standards in accounting,
assurance and tax services. We offer our clients Corporate and Personal Tax
Planning, Accounting and Assurance Services, Advisory Services and Estate and
Succession Planning. Our partners have more than 60 years combined of
accounting and tax experience in the Agriculture and Agribusiness Sector and
assisting with many significant transact |
| Specialties:
Taxation Planning
,
Retirement Planning
,
Business Planning
,
Life Insurance
,
Succession/Asset Transfers
,
Business Structures
,
Estate Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Dennis Bancarz Professional Corporation |
Warburg, Alberta |
Posted: 2018-09-14 |
|
Contact: Dennis
Bancarz
|
|
PO Box 645
|
|
Warburg, Alberta
T0C 2T0
|
|
Phone: 780-937-3120
|
Fax: 1 (833) 328-5616
|
|
|
[email]
|
Cell: 780-937-3120
|
|
www.dennisbancarz.ca
|
| We are a full service Chartered Professional Accounting Firm providing Bookkeeping, Accounting and Taxation Services to individuals, owner/operators, farmers, and corporations. |
| Specialties:
Business Planning
,
Retirement Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Donna's Tax Service |
Ryley, Alberta |
Posted: 2012-05-08 |
|
Contact: Donna
Pope
|
|
16420 twp 512, RR 2
|
|
Ryley, Alberta
T0B 4A0
|
|
Phone: 780-663-3693
|
Fax: 780-663-3592
|
|
|
[email]
|
|
| Income Tax Professional. I specialize in farm and small business tax and other
related forms. I have 25 years experience. I do not do corporate returns. |
| Specialties:
Taxation Planning
|
| |
[Print this Listing]
|
|
| Edwards & Edwards Public Accountants |
Cardston, Alberta |
Posted: 2010-11-19 |
|
Contact: Dennis
Edwards
|
|
384 Main Street
|
|
Cardston, Alberta
T0K 0K0
|
|
Phone: 403-653-3358
|
Fax: 403-653-3368
|
|
|
[email]
|
|
|
www.edwardsaccounting.ca
|
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| EnerVal Business Valuation and Advisory |
Calgary, Alberta |
Posted: 2013-03-30 |
|
Contact: Jason
Jack
|
|
Calgary, Alberta
|
|
Phone: 403-620-3183
|
|
|
|
[email]
|
|
|
www.enerval.ca
|
| Professional services firm providing entrepreneurs and their advising partners
with an accurate understanding of business value. Large amount of experience in
the agriculture and energy sectors.Chartered Business Valuator. |
| Specialties:
Business Planning
,
Estate Planning
,
Business Structures
,
Succession/Asset Transfers
|
| |
[Print this Listing]
|
|
| Ensminger, Beck & Thompson |
Medicine Hat, Alberta |
Posted: 2013-03-11 |
|
307 - 579 3rd Street SE
|
|
Medicine Hat, Alberta
T1A 0H2
|
|
Phone: 403-526-5011
|
Fax: 403-526-1011
|
|
|
[email]
|
|
|
www.ebtca.com
|
| Specialties:
Business Planning
,
Retirement Planning
,
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| FBC Calgary |
Calgary, Alberta |
Posted: 2016-11-09 |
|
Contact: Keith
Stephens
|
|
3015 5 Ave NE #150
|
|
Calgary, Alberta
T2A 6T8
|
|
Phone: 403-735-6105
|
Fax: 403-735-5087
|
Toll Free: 1-800-265-1002
|
|
[email]
|
|
|
www.fbc.ca/alberta/calgary-tax-accounting
|
| FBC Calgary offers farm and small business tax accounting and bookkeeping
services in Calgary and surrounding area. In addition to filing your personal and business tax returns, we focus on
year-round tax planning to provide tax saving strategies to save you the most
money over the long term. |
| Specialties:
Life Insurance
,
Retirement Planning
,
Business Structures
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| FBC Edmonton |
Edmonton, Alberta |
Posted: 2016-11-09 |
|
Contact: Dennis
Taylor
|
|
10703 181 St NW
|
|
Edmonton, Alberta
T5S 1N3
|
|
Phone: 780-442-2665
|
Fax: 780-442-2668
|
Toll Free: 1-800-265-1002
|
|
[email]
|
|
|
www.fbc.ca/alberta/edmonton-tax-accounting
|
| FBC offers farm and small business tax accounting and bookkeeping services in
Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on
year-round tax planning to provide tax saving strategies to save you the most
money over the long term. |
| Specialties:
Life Insurance
,
Retirement Planning
,
Business Structures
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| FBC Grande Prairie |
Grande Prairie, Alberta |
Posted: 2016-11-09 |
|
10027 101 Ave #201
|
|
Grande Prairie, Alberta
T8V 0X9
|
|
Phone: 780-539-0590
|
Fax: 780-539-5186
|
Toll Free: 1-800-265-1002
|
|
[email]
|
|
|
www.fbc.ca/alberta/grande-prairie-tax-accounting
|
| FBC Grande Prairie offers farm and small business tax accounting and
bookkeeping services in Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on
year-round tax planning to provide tax saving strategies to save you the most
money over the long term. |
| Specialties:
Life Insurance
,
Retirement Planning
,
Business Structures
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| FarmON |
Bashaw, Alberta |
Posted: 2010-11-21 |
|
Contact: Colleen
Trautman
|
|
Bashaw, Alberta
|
|
Phone: 780-608-7554
|
|
|
|
[email]
|
|
|
FarmOn.com
|
| Growing up and living my whole life in an agricultural community I have come to
learn firsthand the importance of acquiring information and planning. It is
the reason I decided to pursue a career in this field. I have now over 10
years of experience working with Farming Families helping them with ideas and
solutions to the many challenges facing our generation and the future of our
family businesses. Register with our website FarmaOn.com and watch for updates
of upcoming online presenta |
| Specialties:
Life Insurance
,
Retirement Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Faulkner Financial Services Ltd |
Beaumont, Alberta |
Posted: 2012-02-24 |
|
Contact: Ron
Faulkner
|
|
4407-50 St
|
|
Beaumont, Alberta
T4X 1C7
|
|
Phone: 780-929-9266
|
Fax: 780-469-4262
|
Toll Free: 866-929-9266
|
|
[email]
|
Cell: 780-837-0637
|
|
protectyourlifestyle.ca
|
| Specialties:
Life Insurance
,
Retirement Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Fred Mertz Professional Corporation |
Calgary, Alberta |
Posted: 2010-11-19 |
|
Contact: Fred
Mertz
|
|
#101 4603 Varsity Drive N.W.
|
|
Calgary, Alberta
T3A 2V7
|
|
Phone: 403-277-2605
|
Fax: 403-230-0955
|
Toll Free: 1-877-247-4829
|
|
[email]
|
|
|
farmingforfreedom.com
|
| Farming for freedom is a unique full service program to help farmers and
ranchers with monthly financial maintenance of your operation. A strategic
package of services tailored to your needs which could include but not limited
to bookkeeping, tax preparation and planning and asset transfers. If a decision
to sell your property is included in your plans we can also assist you with
this life changing transition with minimal tax implications. We are all about
providing you peace of mind. |
| Specialties:
Retirement Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Gitzel Krejci Dand Peterson Chartered Accountants |
Stettler, Alberta |
Posted: 2010-11-19 |
|
Contact: Barry
Gitzel
|
|
Box 460, 4912 51St Street
|
|
Stettler, Alberta
T0C 2L0
|
|
Phone: 403-742-4431
|
Fax: 403-742-1266
|
Toll Free: 1 877 742-4431 within Alberta
|
|
[email]
|
|
|
www.gkdpca.com
|
| We have extensive experience in providing businesses of all types and
communities in the areas of personal income tax, unaudited financial statements
and corporate income tax, audits of gas co-operatives and municipal, hospital
and school authorities, advice on estate tax and other tax matters and
bookkeeping services. Our firm has provided client assistance in the
aforementioned areas since 1953. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Estate Planning
,
Succession/Asset Transfers
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Golemme & Associates Inc |
Calgary, Alberta |
Posted: 2015-07-09 |
|
Contact: Al
Golemme
|
|
N118, 6815 - 8th Street NE
|
|
Calgary, Alberta
T2E 7H7
|
|
Phone: 403-274-8814
|
Fax: 403-274-8967
|
Toll Free: 1-877-774-8814
|
|
[email]
|
|
|
www.golemme.com
|
| As a member of the Registered Public Accountants of Alberta, for over 25 years
we focuses on all corporate and personal accounting requirements. We serve a
wide range of business clients, which include construction, natural resource
industry, manufacturing, computer industry, retail food services, professional
consultants, and the agriculture industry. |
| Specialties:
Business Planning
,
Business Structures
,
Succession/Asset Transfers
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Grant Thornton LLP |
Camrose, Alberta |
Posted: 2015-06-01 |
|
Contact: Beth
Kushnerick
|
|
Suite 201, 4870 51 Street
|
|
Camrose, Alberta
T4V 1S1
|
|
Phone: 780-672-9217
|
Fax: 780-672-9216
|
|
|
[email]
|
Cell: 780-781-6817
|
|
www.grantthornton.ca
|
| Grant Thornton is a leading Canadian accounting and business advisory firm
providing assurance, tax and advisory services to private and public
organizations. We help dynamic organizations unlock their potential for growth
by providing meaningful, forward looking advice. We are focused on making a
difference to our clients, colleagues and the communities in which we live and
work. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Taxation Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Grant Thornton LLP |
Wetaskiwin, Alberta |
Posted: 2015-06-01 |
|
Contact: Jamie
Young
|
|
5108 51 Avenue
|
|
Wetaskiwin, Alberta
T9A 0V2
|
|
Phone: 780-352-1679
|
Fax: 780-352-2451
|
|
|
[email]
|
Cell: 780-361-7926
|
|
www.grantthornton.ca
|
| Grant Thornton is a leading Canadian accounting and business advisory firm
providing assurance, tax and advisory services to private and public
organizations. We help dynamic organizations unlock their potential for growth
by providing meaningful, forward looking advice. We are focused on making a
difference to our clients, colleagues and the communities in which we live and
work. |
| Specialties:
Taxation Planning
,
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Gregory, Harriman & Associates LLP |
Strathmore, Alberta |
Posted: 2014-04-10 |
|
104, 331 - 3rd Ave
|
|
Strathmore, Alberta
T1P 1T5
|
|
Phone: 403-934-3176
|
Fax: 403-934-3182
|
Toll Free: 866-934-3176
|
|
www.gh-a.com
|
| We offer a wide range of Accounting, Assurance, Tax Services and other
customized services to various businesses and government bodies. Our goal is to
offer exceptional advisory and accounting services in a timely and professional
fashion. With the ever changing business world and the frequent changes in
taxation, we believe that a close relationship between the client and their
professional accountant generates a positive impact on both parties. |
| Specialties:
Taxation Planning
,
Business Planning
,
Retirement Planning
,
Business Structures
,
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Estate Planning
|
| |
[Print this Listing]
|
|
| Guidance Planning Strategies |
Cranbrook, BC |
Posted: 2013-09-20 |
|
Contact: Colin J
Campbell
|
|
127A Kootenay St.
|
|
Cranbrook, BC
V1C 3T5
|
|
Phone: 250-417-0033
|
Fax: 250-417-0540
|
Toll Free: 877-417-0033
|
|
[email]
|
Cell: 250-417-9626
|
|
www.guidanceplanningstrategies.ca
|
| I am a Certified Financial Planner and I work mainly with close held family businesses in the area of estate, succession and retirement planning. My region is eastern BC and Southern Alberta. My early childhood was spent on a beautiful fruit farm which was subdivided and sold when my Father died. My goal is to help families keep it in the family, create wealth for generations and pay the least amount of tax. Everyone needs a quarterback to keep the process moving, I'm the person for the job. |
| Specialties:
Life Insurance
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Personal Financial Planning
,
Estate Planning
|
| |
[Print this Listing]
|
|
| Hancock Ag Investment Group |
Charlotte, Alberta |
Posted: 2011-02-14 |
|
Contact: Kenneth
Warlick
|
|
PO Box 78500
|
|
Charlotte, Alberta
28271
|
|
Phone: 704-604-2988
|
|
|
|
[email]
|
|
|
www.HIAG.com
|
| We purchase farms and lease them back to local operators. We offer retiring
farmer liquidity for retirement and other farmers a means of expaning their
operations without the use of leverage through sale and leasebacks. We are
owned by Manulife Canada. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Horne & Co |
Whitecourt, Alberta |
Posted: 2010-11-19 |
|
Contact: George
Horne
|
|
Box 328
|
|
Whitecourt, Alberta
T7S 1N5
|
|
Phone: 780-778-3091
|
Fax: 780-778-3072
|
|
|
[email]
|
|
|
www.HorneCo.ca
|
| assisting owner managed businesses with their day to day business and long term
planning needs |
| Specialties:
Business Planning
,
Business Structures
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| IG Wealth Management - Tara Schneider |
Leduc, Alberta |
Posted: 2019-02-13 |
|
Contact: Tara
Schneider
|
|
5210 - 50 Street
|
|
Leduc, Alberta
T9E 6Z6
|
|
Phone: 780-739-4001
|
Fax: 780-739-4002
|
|
|
[email]
|
|
|
advisor.investorsgroup.com/en/tara_schneider
|
| Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision. Tara was raised on a grain farm and went on to marry a grain farmer. Together they have 2 children whom they raise on their Centennial farm |
| Specialties:
Business Planning
,
Life Insurance
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Insite Chartered Professional Accountants |
Calgary, Alberta |
Posted: 2018-03-29 |
|
Contact: Alex
MacKenzie
|
|
909 17th Ave SW, Suite 400
|
|
Calgary, Alberta
T2T 0A4
|
|
Phone: 403-685-1000
|
Fax: 800-685-8814
|
|
|
[email]
|
|
|
www.insitecpa.ca
|
| In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. At Insite CPA, we combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. Our firm was founded on the mission to make exceptional tax and financial planning available to everyone, not just the wealthy. This mission has allowed us to create a unique service that makes accounting simple and affordable. |
| Specialties:
Business Planning
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Investors Group |
Calgary, Alberta |
Posted: 2018-06-12 |
|
Contact: John
Bender
|
|
#100 37 Richard Way S.W.
|
|
Calgary, Alberta
|
|
Phone: 403-253-4840-ext-2289
|
|
|
|
[email]
|
Cell: 403-923-0656
|
| Investment Planning; Cash Flow Management; Risk Management |
| Specialties:
Retirement Planning
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| KBH Chartered Accountants |
Edmonton, Alberta |
Posted: 2016-01-18 |
|
Contact: Ward
Thompson
|
|
3825 93 St NW
|
|
Edmonton, Alberta
T6E 5K6
|
|
Phone: 780-463-8101
|
Fax: 780-462-4597
|
Toll Free: 1-800-461-1096
|
|
[email]
|
|
|
www.kbh.ca
|
| KBH Chartered Accountants is a full-service accounting firm that provides
financial and management advice to agricultural clients and businesses
throughout Alberta. Our agricultural team works with a wide variety of
owner-managed and corporate farms and has extensive experience in business
consulting and financing, farm tax, corporate tax, succession planning, and
corporate reorganizations. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Kingston Ross Pasnak LLP |
Edmonton, Alberta |
Posted: 2010-11-19 |
|
Contact: Allan J., Sawiak
CA, CAFA, TEP
|
|
2900, 10104 - 103 Avenue
|
|
Edmonton, Alberta
T5J 0H8
|
|
Phone: 780-420-4772
|
Fax: 780-429-4817
|
|
|
[email]
|
|
|
www.krpgroup.com
|
| Specializing in Farm Taxation Accounting, Farm Estate and Succession Planning
Corporate and personal taxation. Taxation on transfer or sale of farm assets
Maximizing use of the Capital Gains Exemption Farm proprietorship and
partnership incorporation. Business and Estate Planning Agri Stability and
Agri Invest, Tax Planning for Divorce |
| Specialties:
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Kirsha Campbell, CPA, CMA |
Leduc, Alberta |
Posted: 2017-10-26 |
|
Contact: Kirsha
Campbell
|
|
Leduc, Alberta
|
|
Phone: 250-270-0298
|
|
|
|
[email]
|
|
| Specialties:
Business Planning
,
Business Structures
,
Succession/Asset Transfers
|
| |
[Print this Listing]
|
|
| Liu & Associates LLP - Edmonton |
Edmonton, Alberta |
Posted: 2016-09-07 |
|
Contact: Patricia
Liu
|
|
Suite 300-10534 124 St NW
|
|
Edmonton, Alberta
T5N 1S1
|
|
Phone: 780-429-1047
|
|
|
|
[email]
|
|
|
www.liuandassociates.com/
|
| Liu & Associates Edmonton is a full service professional accounting practice. We are an accredited member of the Canadian Institute of Chartered Accountants
and provide our clientele with years of experience and diverse knowledge in
today?s accounting procedures, and taxation laws. |
| Specialties:
Business Planning
,
Retirement Planning
,
Succession/Asset Transfers
,
Business Structures
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Lodestone investment Corp. |
Lethbridge, Alberta |
Posted: 2012-05-16 |
|
Contact: Don
Strankman
|
|
1007 3rd ave S
|
|
Lethbridge, Alberta
T1J 0J3
|
|
Phone: 403.328.2336
|
Fax: 403.380.3272
|
Toll Free: 1.877.629.7526
|
|
[email]
|
Cell: 403.894.9757
|
|
www.lodestoneinvestment.com
|
| By using innovative strategies we are able to help our clients guarantee an
income, reduce their tax bill and defer tax on nonregistered money such as the
sale of a farm. Due to the fact that I have farmed for many years I have a
extensive knowledge of how to properly set up a farm estate plan and a
retirement plan. |
| Specialties:
Taxation Planning
|
| |
[Print this Listing]
|
|
| MNP |
Medicine Hat, Alberta |
Posted: 2010-11-19 |
|
Contact: Tara
Lyttle
|
|
666-4th St. SE Box 580
|
|
Medicine Hat, Alberta
T1A 7G5
|
|
Phone: 403-502-8472
|
Fax: 403-526-6218
|
Toll Free: 1-877-500-0786
|
|
[email]
|
Cell: 403-878-0162
|
|
www.mnp.ca
|
| I am a partner and Chartered Accountant with the Agricultural Services team at
MNP based in Medicine Hat. I grew up in a small town in rural Manitoba. This
industry is my passion and I understand the concerns and opportunities facing
producers. I enjoy the people and the honesty that they bring. I want my
practice built on relationships with the clients that I work with, which is why
I?m often more informal both in appearance and approach in my role perhaps than
typical accountants. |
| Specialties:
Personal Financial Planning
,
Taxation Planning
,
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
|
| |
[Print this Listing]
|
|
| MNP |
Grande Prairie, Alberta |
Posted: 2013-06-25 |
|
Contact: Dwayne
Peters
|
|
Box 43, 214 Place 9909 - 102 Street
|
|
Grande Prairie, Alberta
T8V 2V4
|
|
Phone: 780.831.1700
|
Fax: 780.539.9600
|
Toll Free: 1.888.831.2870
|
|
[email]
|
|
|
mnp.ca
|
| Dwayne is the Regional Ag Leader for MNP in the Peace Region, based in Grande
Prairie and has more than 15 years of experience advising clients on all key
aspects of their business. Working closely with clients to deliver a wide
range of innovative services to help them stay competitive and profitable. Assisting clients with a whole farm approach to accounting and tax services as
well as Farm Income Stabilization programs, transition management planning and
benchmarking. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| MNP LLP |
Edmonton, Alberta |
Posted: 2012-02-13 |
|
Contact: Rob
Strilchuk
|
|
10235 101St N.W. Suite 1600
|
|
Edmonton, Alberta
T5J 3G1
|
|
Phone: 780-451-4406
|
Fax: 780-454-1908
|
Toll Free: 1.800.661.7778
|
|
[email]
|
Cell: 780-608-3062
|
|
mnp.ca
|
| Rob has been an advisor and tax planner in the ag sector for the past 28
years. Actively farming in a partnership NE of Camrose since 1988, Rob has a
clear understanding of his client's farm business and family needs. His lengthy
tax career has taught him some of the most useful structures to accommodate
each family?s special needs such as estate and succession plans,
reorganizations, insurance planning, rollovers, and partnership structures to
minimize tax. |
| Specialties:
Taxation Planning
|
| |
[Print this Listing]
|
|
| Mackie Research Financial Services |
Calgary, Alberta |
Posted: 2015-06-17 |
|
Contact: Joseph
Xu
|
|
9th Floor, 110 9 Ave SW
|
|
Calgary, Alberta
T2P 0T1
|
|
Phone: 403-218-6375
|
Fax: 403-218-6376
|
Toll Free: 18776050909
|
|
[email]
|
Cell: 14032186398
|
|
klevy.mackieresearch.com/
|
| Personal and business insurance can be an integral part of one's overall estate
planning. If implemented correctly insurance policies in their simplest form
help navigate you and your family through the most difficult of times, while
providing security and financial support. There are a number of other
advantages when adding insurance to your overall portfolio strategy, including
(but not limited to) tax sheltering and an increased rate of return. |
| Specialties:
Business Planning
,
Life Insurance
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Mel Petluk Professional Corporation |
Edmonton, Alberta |
Posted: 2013-01-09 |
|
Contact: Mel
Petluk
|
|
Suite 205, 10441 - 178 Street
|
|
Edmonton, Alberta
T5S 1R5
|
|
Phone: 780-965-4403
|
Fax: 1-866-899-9026
|
|
|
[email]
|
|
|
www.petlukca.com
|
| Specialties:
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Mercer Wilde Group |
Lethbridge, Alberta |
Posted: 2012-12-03 |
|
Contact: Iain
Mercer
|
|
2 2620 5 Avenue North
|
|
Lethbridge, Alberta
T1H 6J6
|
|
Phone: 403-327-6100
|
Fax: 403-320-2026
|
Toll Free: 1 866 427 6100
|
|
[email]
|
|
| We are a small business and agriculture focused firm of Chartered Accountants
with our main office in Lethbridge and a part-time office in Picture Butte. Well over half of our clients are agriculture based. We have a wealth of
experience and expertise in the office from a tax specialist, to a Chartered
Financial Planner, to preparers of AgriStability forms. |
| Specialties:
Retirement Planning
,
Business Structures
,
Business Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Meyers Norris Penny |
Peace River, Alberta |
Posted: 2010-11-19 |
|
Contact: Craig
Reid
|
|
10012 101 Street
|
|
Peace River, Alberta
T8S 1S1
|
|
Phone: 780-624-3252
|
Fax: 780-624-8758
|
|
|
[email]
|
|
|
www.mnp.ca
|
| Specialties:
Business Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Meyers Norris Penny |
Medicine Hat, Alberta |
Posted: 2010-11-25 |
|
Contact: Allison
Ziegler
|
|
666 - 4th Street SE
|
|
Medicine Hat, Alberta
T1A 7G5
|
|
Phone: 403-502-8473
|
|
|
|
[email]
|
|
| Specialties:
Business Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Origami Accounting Inc |
Edmonton, Alberta |
Posted: 2017-04-04 |
|
Contact: Darren
Stroeder
|
|
200-10225 100 Avenue NW
|
|
Edmonton, Alberta
T5J 0A1
|
|
Phone: 780-809-3500
|
|
Toll Free: 1-888-745-1315
|
|
[email]
|
|
|
www.origamiaccounting.com/
|
| Origami Accounting is a full service bookkeeping and accounting firm in
Alberta. We specialize in providing local small businesses and entrepreneurs
with expert accounting solutions for a flat monthly fee. Our team of
professional accountants will organize and manage all of your accounts,
payroll, GST, tax return, and provide you with ongoing advice, so that you can
spend more time running your business. Our unique service helps provide peace
of mind and makes accounting simple & affordab |
| Specialties:
Taxation Planning
,
Personal Financial Planning
|
| |
[Print this Listing]
|
|
| Price & Comin LLP |
Lethbridge, Alberta |
Posted: 2016-11-08 |
|
Contact: Ryan
Vadnais
|
|
Suite 320, 3120-32 Street South
|
|
Lethbridge, Alberta
T1K 7B4
|
|
Phone: 403-388-5147
|
Fax: 403-524-4937
|
Toll Free: 1-855-388-1880
|
|
[email]
|
Cell: 403-894-2748
|
|
www.pricecomin.ca
|
| Price & Comin is a public accounting firm located in Southern Alberta. We serve
clients in a variety of industries throughout Alberta and Western Canada. We
take pride in providing high quality, professional accounting services to
individuals, businesses and organizations. |
| Specialties:
Personal Financial Planning
,
Taxation Planning
,
Business Planning
,
Retirement Planning
,
Business Structures
,
Non-for Profits/Societies
,
Estate Planning
,
Succession/Asset Transfers
|
| |
[Print this Listing]
|
|
| Price & Comin LLp |
Cardston, Alberta |
Posted: 2016-11-08 |
|
Contact: Ryan
Vadnais
|
|
348 Main ST., PO Box 2800
|
|
Cardston, Alberta
T0K 0K0
|
|
Phone: 403-388-5147
|
Fax: 403-524-4937
|
Toll Free: 1-855-388-1880
|
|
[email]
|
Cell: 403-894-2748
|
|
www.pricecomin.ca
|
| Price & Comin is a public accounting firm located in Southern Alberta. We serve
clients in a variety of industries throughout Alberta and Western Canada. We
take pride in providing high quality, professional accounting services to
individuals, businesses and organizations. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Non-for Profits/Societies
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Pritchard and Company |
Medicine Hat, Alberta |
Posted: 2010-11-28 |
|
Contact: Malcolm
Pritchard
|
|
#204, 430- 6th Ave. S.E.
|
|
Medicine Hat, Alberta
T1A 2S8
|
|
Phone: 403-527-4411
|
Fax: 403--527-9806
|
|
|
[email]
|
|
|
www.pritchardandcompany.ca
|
| Specialties:
Succession/Asset Transfers
,
Estate Planning
|
| |
[Print this Listing]
|
|
| ProVerus LLP |
Red Deer, Alberta |
Posted: 2011-04-20 |
|
#200, 4327 - 54 Ave
|
|
Red Deer, Alberta
T4N 4L9
|
|
Phone: 403-346-4400
|
Fax: 403-346-4466
|
|
|
[email]
|
|
|
www.proverus.ca
|
| ProVerus LLP Chartered Professional Accountants proudly supports Central Alberta's farming industry. Your operation is unique, and our agricultural team will work with you to meet your needs in the areas of financial and taxation planning and reporting,farm purchase or sale, succession planning and transfers, and farm programs consulting. Let us help you to maximize your profitability and efficiency with customized services, clear communication, knowledgeable planning and timely compliance. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Shaw & Associates Chartered Accountants |
Lethbridge, Alberta |
Posted: 2016-09-22 |
|
#20, 1202 2nd Avenue S
|
|
Lethbridge, Alberta
T1J 0E3
|
|
Phone: 403-388-2580
|
|
|
|
[email]
|
|
|
www.shawaccountants.ca
|
| Specialties:
Business Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Summit Strategies Chartered Professional Accountants |
Red Deer, Alberta |
Posted: 2018-11-20 |
|
4817 48St
|
|
Red Deer, Alberta
T4N 1S6
|
|
Phone: 403-341-4702
|
Fax: 403-342-6654
|
Toll Free: 866-341-4708
|
|
[email]
|
|
|
www.summitstrategies.ca
|
| Summit Strategies CPA firm is a diverse group of professionals with a variety of backgrounds. Our office includes professional accountants, investment managers and other financial professionals converging from a wide range of industries. Steve Schiestel, CPA, CGA is the head of our agriculture tax department. He has 25 years of experience in farm tax planning and compliance. He also operates a mixed farm near Sylvan Lake so he has an in depth knowledge of the agriculture industry. |
| Specialties:
Non-for Profits/Societies
,
Succession/Asset Transfers
,
Estate Planning
,
Personal Financial Planning
,
Taxation Planning
,
Business Planning
,
Retirement Planning
,
Business Structures
|
| |
[Print this Listing]
|
|
| Twenty Eighty Financial Services Inc. |
Calgary, Alberta |
Posted: 2018-02-03 |
|
201, 1703 - 10th Avenue SW
|
|
Calgary, Alberta
T3C 0K1
|
|
Phone: 403-454-1370
|
|
|
|
[email]
|
|
|
www.2080financial.com
|
| Twenty Eighty is a group of accountants and professionals that empower small businesses with modern solutions. We offer advisory services (part time CFO, part time controller, budgeting, forecasting), cloud software implementations and accounting system automations. |
| Specialties:
Business Planning
,
Business Structures
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Valerie L. Burrell Professional Corporation |
Sundre, Alberta |
Posted: 2010-12-15 |
|
Contact: Valerie
Burrell
|
|
Box 1963, #201, 101 6th Street SW
|
|
Sundre, Alberta
T0M 1X0
|
|
Phone: 403-638-3116
|
Fax: 403-638-9166
|
|
|
[email]
|
|
|
www.valbpc.com/
|
| We are a local professional accounting firm providing services for small to mid sized businesses and farmers. Our client base includes corporate, partnership and proprietorship farms. AgriStability and AgriInvest forms also completed. We seek to provide excellent client service by listening to your concerns and helping you to make better business decisions for today and for the future. |
| Specialties:
Business Planning
,
Retirement Planning
,
Business Structures
,
Succession/Asset Transfers
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| XIPHIAS Immigration Pvt Ltd |
Calgary, Alberta |
Posted: 2015-08-04 |
|
Contact: XIPHIAS
|
|
205, 704 41 Ave NE Calgary AB T2E3P7
|
|
Calgary, Alberta
T2E 3P7
|
|
Phone: 888-777-9826
|
|
|
|
[email]
|
|
|
www.xiphiasimmigration.com/express-entry-program-calgary.html
|
| XIPHIAS Immigration, An immigration Company at Calgary Providing the best
Immigration and Visa Services for the Individuals who Wants to Immigrate to any
Country of the World. Our Calgary, Alberta Office is available for all your
Immigration Consultation, File Preparation and Representation for all your
types of Immigration Cases. |
| Specialties:
Business Planning
,
Business Structures
,
Succession/Asset Transfers
,
Taxation Planning
|
| |
[Print this Listing]
|
|
| Young Parkyn McNab LLP |
Vauxhall, Alberta |
Posted: 2011-03-12 |
|
Contact: Jennifer
Schafer
|
|
Box 373 505 2nd Avenue North
|
|
Vauxhall, Alberta
T0K 2K0
|
|
Phone: 403-654-4060
|
Fax: 403-654-4070
|
|
|
[email]
|
|
|
www.ypm.ca
|
| Specialties:
Business Planning
,
Succession/Asset Transfers
,
Estate Planning
,
Taxation Planning
|
| |
[Print this Listing]
|
|
