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!

If it wasn’t for Reg I wouldn’t be farming.

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.

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.

My brother and I took over the family farm in 1970. Our family had been on that land for 118 years. There was a lot of history and memories tied to the land but we’d known for a while that we needed to go our separate ways. Reg provided us with a steady hand to come to an equitable solution. I give Reg all the credit there.

Other consultants that I spoke with followed a set-out pattern and said this is the way you have to do things—I ended up with generic advice. Reg looks at your situation, relates to what you’re going through, and finds what works for you. It was nice to talk to someone with experience in agriculture and a banking background. He knows how to ask the right questions without a gov advisor way of doing things.

We had a family meeting—the hardest thing of the whole deal—with everyone there. Some people don’t deal with confrontation well but Reg managed the process and he reads personalities and motives real quick. Before I had to manage all the personalities, but having Reg there set me free. The kids were happier because they weren’t worried about what would happen. After that, my family got Reg to do our estate plan. Two kids don’t farm, they’re married and away—it was a process, but fair in the end. We all talk to each other and help each other out, we have a good relationship. It was a big adjustment, but we are all doing well.

Reg is not your typical consultant. He’s down to earth, easy to work with...we’ll always be friends.

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!

We have very high standards for our consultants and Reg is the only consultant that has stood the test of time. He gets what it’s like to be a real farmer, he gets that it snows and that the auger won’t start. We let Reg loose to talk to our banker and our accountant and that was one of the best things we ever did on our farm. He speaks many languages-lawyerease, bankerease, accountantease, and farmerease – and has a story to fit every situation on the farm.

Our family’s raised hogs for over 70 years. We’ve known Reg for over 10. We already referred three families to him after calling him in for numerous jobs.

First we did a farm analysis. Then we wrote up our will and did an estate analysis and succession work. We looked at joining our farm with our son’s to see how viable that would be. Two years ago we amalgamated our operations and so far, so good. Through it all Reg had the tools we needed.

Reg’s background in banking is a real asset. The previous consultant did not have near the same depth of experience.

We signed up for a couple of Reg’s seminars. His workshop on Understanding Your Financials was very educational. He told us “Don’t just drop your books off at the accountants, take the time to understand your information.”We also went to Reg’s Succession planning where he laid out all the different things to consider.

People think they can wing it. A facilitator like Reg makes things simple. There are always two sides—two generations, two families, different ideas. Reg is respectful of the older generation, he gets everyone involved.