I appreciate Dave's directness,
hard-working ethic and innovative
approach to solving business
problems... His ability to see
problems clearly is second only to
his tenacity and need to learn all
the facts... I find his commitment
to clients exceptional...
Frank Lovis, Chairman
Freson Bros. Markets
I've know Dave for over 40 years.
He is hard working, diligent ... a
creative thinker continually
conceiving, generating and
developing innovative ideas to solve
problems... with a genuine interest
in the clients he serves.
John Oldring, Managing Director
BMO Nesbitt Burns
Dave and I had the privilege to work
with each other on a number of
client files and I find his work client-
focused, trustworthy, professional
Greg Wood, CA-CPA
Dave came to me at a time when I
was reviewing my various
shareholder agreements and
financial risks. After working with
him for almost a year, I was able to
conclude my estate plan... now he's
working with my legal advisors to
ensure that those agreements are
consistent with those plans
Cliff Drever, Alberta Farmer
We are a respected business and farm consulting services company that achieves positive results through intelligence, integrity and trust.
As a strategic alliance of professional advisors and tax consultants, we help farm and family owned business, and their families make informed decisions for keeping their money.
We value family owned businesses, the efficiency and safekeeping to capital, and the lives our clients and those they leave behind.
Our Goal is to help people protect and preserve their current incomes and wealth for themselves and for generations to come. Period!