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.

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!

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.

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.

I have worked with Reg on numerous files across western Canada. He takes the most difficult transaction and mediates it with great skill, even with bankers and accountants in the room. Everyone’s opinion is heard and respected, and everyone feels like they won—Reg has taught me a lot about the importance of a skilled mediator.

Reg’s process is also very effective. He asks his clients if he can discuss their files with me, then we sit down and iron out the details before meeting with the client.

I love Reg’s drive and his passion for servicing his clients. I consider him a friend, and hope I get to continue working with him.

Reg has a special gift - where he can connect with the younger and older generation at the same time. He is very open, honest, and I have never met anyone with the skills that he has. A lot of people claim to do succession planning, Reg is the only one that I have met that can actually put a complete Succession planning document together!

Wow! What a phenomenal investment for our Family selecting “Farmacist!”

We are using Reg for our family farm succession, business planning and crew communication. Reg has the real-life experiences and tools that keep us grounded and on track - Big Picture thinking while still managing the important small stuff! I would highly recommend Reg to any Farm Family. Owner Perry Family Farm and GrowTEC. www.perryfarm.ca

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.