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.

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

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.

Reg has never brought me the same plan twice. He may have the same process that he uses but his end product is uniquely structured to the specific needs of that family. He is clearly passionate about agriculture. He wants to set up the next generation to succeed and he understands what success looks like.

His mediation skills are a major asset with complicated family dynamics. He is a valuable resource, excellent at what he does without trying to be a jack of all trades. He knows what he does not know and will assemble the best team to support his clients.

When clients use Reg, things really start to happen. He looks after everyone and gets results.

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.

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.

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 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.