Recognized by the Canadian Farm Business Management Council as an authority on Succession Planning, Reg feels there is no better way to make a living than helping people.
For over a decade, Reg’s clients have found him through word-of-mouth referrals from satisfied farmers. Here’s what they have to say:
If it wasn’t for Reg I wouldn’t be farming.
Brian B – Ponoka
Through nearly 60 years of operation, three generations, and farming members passing away throughout the years, our farm had become a very complex operation. With nearly 16,000 acres of cropland shared between 5 different tax entities, we had reached a point where change was needed but it was not clear where to start. The national accounting firm we were using claimed it was the most complicated file they had ever worked on.
I heard Reg speak at a local farm information seminar and knew immediately if there was any hope for us, he was it! His ability to relate to incoming and outgoing generations through understanding and personal experience is absolutely unmatched and utterly necessary for success. He gets you all to talk about the things you need to but don’t want to; he persuades you to consider solutions for problems that seemed unsolvable; he leads you to common ground when you felt there was none.
No one else I know has the unique skill set and life experience that Reg does in this field and no one else brings them to YOUR kitchen in the way that Reg does. Regardless of the outcome, reaching out to Reg to come to your kitchen table is the best decision you could make for your business and your family
G. Cochran – Farmer – Melfort, Saskatchewan
Danny G. Le Roy - University of Lethbridge
I give Reg complete credit for our family being able to remain a family unit. Without his assistance I really imagine that Craigmillar Farms Ltd and the Penman family would have become another farm family torn apart forever!
After a family member passed away our family (and our farm corporation) was overwhelmed. Like almost all families, we have an assortment of personalities and when emotions are involved we tend to be a little strong-willed. A few years prior, we had heard Reg speak at a seminar in Consort.
We contacted him and I was so impressed. He knows farming and is amazing at reading people’s personalities and frustrations. He offered us a number of options of how we could divide our corporation FAIRLY and connected us with folks to sort out all of the financial and tax requirements and implications. He taught us that working with a family is totally different than working with an estate.
There are no quick fixes but Reg delivered what I believe every family desires—fairness and solutions.
Carol Penman – Retired Farm Wife – Czar, Alberta
Estate planning can be daunting and frustrating—as a result, important jobs get postponed. As an Estate Planning Solicitor I’ve had mutual clients with Reg Shandro for years, and I’ve seen him do excellent work helping families get together, gather information, discuss family relationships, and make a plan. When Reg’s clients come to see me they are informed and ready to make decisions with confidence. It is never a lot of fun to plan for death. Reg helps ease the discomfort. Clients are generally at ease, smiling and sometimes outright laughing with relief when we meet to conclude their planning. I never hesitate to pass Reg’s card along.
Corey Gish, Lawyer – Lacombe, Alberta
I drove all the way from Whitehorse to Red Deer to meet up with Reg and get our plan done – and it was worth every penny! He gets it that farming is our life. He doesn’t pretend to know it all and have all the answers – but someone on his advisory team does. Reg’s process was defined and practical. His solutions were very effective and true to life.
A. Stannard – Poultry Farmer - Whitehorse, Yukon
Meeting Reg was the biggest game changer for our farm – ever! He came into our lives at a critical time and we are blessed that he did – and I thank God for that!
G Ruzicka – Rancher – Viking, Alberta
Reg’s expertise and due diligence in getting to a resolution for all of us was exceeded only by his true kindness and insight into the “human” side and his compassion was appreciated.
M. Arnold – Farmer – Tofield
The best thing my wife and I ever did was use Reg to complete our succession plan. She passed away at the age of 58 in August 2016. Okay, maybe it wasn’t the best thing we ever did, but it did make the hard times easier to deal with.
Hans Haeflinger, Dairy farmer – Lacombe, Alberta
Reg has never brought me the same plan twice. He may have the same process that he uses but his end product is uniquely structured to the specific needs of that family. He is clearly passionate about agriculture. He wants to set up the next generation to succeed and he understands what success looks like.
His mediation skills are a major asset with complicated family dynamics. He is a valuable resource, excellent at what he does without trying to be a jack of all trades. He knows what he does not know and will assemble the best team to support his clients.
When clients use Reg, things really start to happen. He looks after everyone and gets results.
Kimberly Shipley, Chartered Accountant, Red Deer, Alberta
