Reg’s method in managing my husband’s concern was nothing short of miraculous. His down-to-earth personality lead to a much better succession plan than I have been fretting over for years.

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.

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.

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.

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.

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

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.

I have been attending conferences for 16 years and haven’t heard much new in the last 10 years or so… I have learnt more new concepts from Reg in two days than I have in the past 10 years!