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:
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
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.
Annette Wiersma, Farmer, Lacombe, Alberta
If it wasn’t for Reg I wouldn’t be farming.
Brian B – Ponoka
I met with over a hundred advisors and farmers in more than a dozen countries. Reg stood out because of the way his approach to succession puts people first.
Communication and teamwork is critical for family farm success. Reg's passion for family and business unity makes family businesses more efficient and more enjoyable to be a part of.
Andrew Baldock, Nuffield Scholar and Farmer, Australia
We heard Reg speak at a conference in Regina. We were overwhelmed and didn’t realize that the process of succession planning was so complex. Reg made it all seem easy though, each part of the puzzle came together. He has a story for everything, explaining experiences that he has handled in the past that made us feel at ease, like we were going in the right direction.
And the most important thing that Reg did was highlight how important family was!
R Hilderman, farmer – Strausbourg, Sakatchewan
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
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
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.
J McLeran – Farmer – Bowden, Alberta.
Reg worked on my father’s succession plan, my in-laws’ estate plan, and my own farm’s business plan. Nobody has the skill set and experience that Reg does.
