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 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.

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!

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.

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.

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.

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!

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.