Our Team

Donavon is at the centre of The Retiring Farmer ™ Wealth Management Process. As the original creator of The Retiring Farmer™ concept, he believes in the importance of financial planning for farmers, ranging from the management and monitoring of their financial and tax affairs, to assisting with their estate matters. He has over thirty years of experience working with farm families and the Saskatchewan agriculture community, concentrating primarily on farm succession and restructure strategies and integrating his expertise with income tax, investment management, and insurance, retirement, and estate planning.

Don received his Bachelor of Commerce degree with distinction from the University of Saskatchewan in 1979, his Chartered Accountant designation in 1981, and his Certified Financial Planner designation in 1999. He practiced with an international firm of Chartered Accountants until 1983, after which time he managed his own public practice as well as being involved in private industry. Don joined Assante Financial Management Ltd. in 2000 to integrate professional investment counselling into The Retiring Farmer™ concept.

Alex earned his degree in finance with a certificate in economics from the University of Regina in 2009 and spent several years as a financial analyst for a growing software company in the Queen City. During this time, Alex also focused on building his sole-proprietorship and learning the ins and outs of growing a successful business operation. After relocating to Saskatoon, Alex acquired his Mutual Fund license and worked as an advisor with one of the top banks in Canada, helping his clients achieve financial success. He joined The Retiring Farmer team in 2019 to support Canadian farming families as they transition into the next phase of their lives, a mission that is personal for Alex, as he grew up in rural southeast Saskatchewan. Most recently, Alex acquired his LLQP designation and is a CFA level 1 candidate.

Brianna’s previous work experience is heavily rooted in marketing research and social media. Working alongside Fortune 500 companies at both market research and social media management companies, Brianna’s main responsibilities were to assist her clients in understanding consumer behaviour and how to build a strong social media following. Brianna joined The Retiring Farmer™ Wealth Management Process team in 2014 as a marketing associate. Working alongside the team, Brianna is tasked with overseeing  and guiding the development and implementation of marketing strategies.

Meghan is a Chartered Professional Accountant with experience in providing personal and corporate tax services to farmers in the agriculture community. She received her designation in 2018 and practised with one of the top firms working exclusively with agriculture clients.

Growing up and working on her family farm, Meghan understands the stresses farmers face, the complexity of family farms, and the need for tax and succession planning.

Outside the office, she enjoys spending time with her family and friends hiking, snowboarding, golfing and anything else that gets her outside!

Terrance joined The Retiring Farmer in January 2005 as a service associate in the Saskatoon office, where he was responsible for preparing all client activities. With the growth of The Retiring Farmer™ Wealth Management Process, Terrance’s role has evolved to lead management, where he helps bring new clients on board.  By attending farm shows and organizing all in-person events, he’s able to help address the issues that Canadian farming families often encounter. Terrance has a wife and three children, which keep him busy running to hockey rinks and soccer fields all over Saskatchewan.

Harold is a dedicated and hardworking individual who has had an impressive career. In 2004, he completed his bachelor’s degree in Management Accounting with honours from the University of St La Salle in the Philippines.

After that, he spent nine years working as an assistant manager and branch manager for one of the top banks in the Philippines.

In December 2018, Harold immigrated to Canada and completed the Business Accountancy program (with distinction) at Saskatchewan Polytechnic.

After graduation, Harold did a Co-op work term here at TRF. After, he worked for the CRA as a tax examiner. In 2023, Harold joined the TRF team again as an Accounting Technician to support us with tax planning, financial administration, and internal bookkeeping responsibilities. We are happy to have him back on our team!

Outside of work, Harold is a husband and father to two sons! If that doesn’t keep him busy enough, he is also studying towards getting his CPA designation.