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 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!

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.

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

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.

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!

If you don’t know how to proceed, Reg gets the ball rolling. His experience appeals to the older generation, and he also helps the young farm communicate goals and ideas so everyone understands each other. He’s extremely personable and his energy is catching. I aspire to be like Reg, helping farmers help themselves. He’s damn good at it.

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.

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.