​​​At BC Partners in Planning, we believe that sound financial management begins with the preparation of a financial plan. This involves clarifying our client's present situation, identifying goals, and targeting issues that need attention. The plan provides written recommendations and alternative solutions.

Working with our clients, we implement their financial plan by providing tailored solutions with respect to tax, investments, insurance, pensions, and accounting. We also maintain relationships with ancillary advisors such as lawyers, banks, and investment counsellors to coordinate the complete spectrum of financial services.

​The following are some examples from the wide range of expertise that we offer to our clients:

​​As you accumulate wealth, your financial needs become more complex. Our job is to bring simplicity to your finances.

Proactive Personal and Corporate Accounting and Tax Planning

Providing proactive accounting and tax planning advice to minimize one's personal or corporate tax burden has been our mantra from day one - and it has served our clients very well.  We position ourselves to have a complete picture of our clients' financial and professional lives. 

BCPIP Accounting Services, our in-house CPA practice, ensures that tax planning is integrated into financial planning. We identify and advise on tax effective structures, and prepare personal, corporate and trust tax returns. As a 'one-stop-shop,'  we are able to add value wherever possible.

Investment Management

​Recommending and overseeing investment solutions is something we have successfully done for many years. We are not tied to any investment firm and therefore are able to make objective and informed recommendations that best suit our clients' risk parameters and needs.
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We have strong referral relationships with numerous investment counsel firms. Preservation of capital is always our number one concern, followed by a reasonable rate of return and a competitive cost structure. Our clients retain us to deliver on all three of these criteria and we have a history of providing just that.

Retirement Planning

The purpose of any retirement plan is to provide a blueprint to reach one's retirement goals. The plan should be reviewed and updated annually, to measure progress toward goals, and to make modifications to adjust for changing circumstances.

During this process, we provide a number of options to illustrate the possibilities available for projected retirement dates. Since there are typically no hard and fast guidelines as to when this point will be, we look at various scenarios, and review them with our clients. These analyses are presented both numerically and graphically in a comprehensive, easy to read and understand document package.

Estate Planning

BC Partners in Planning offers advice and expertise regarding wills, powers of attorney and representation agreements. We also advise on trusts, insurance, probate and corporate and personal structure to minimize liabilities upon death. Our in-house lawyer, coupled with our access to other legal and accounting professionals in Vancouver, allow us to add significant value through intelligent and proactive advice and implementation.

Bookkeeping

​Providing timely and accurate bookkeeping for our clients is very important, as this ties in closely to personal and corporate accounting and ultimately to the overall financial plan. Utilizing a team of experienced professionals, coupled with innovative technology, we stay current and well informed regarding our clients' financial affairs through the tight monitoring and reporting of this important function.   

We also offer support and trouble-shooting through remote access to clients who want to maintain their bookkeeping in-house.

Legal Services

BC Partners in Planning employs a lawyer to manage and maintain Corporate minute books for our clients' companies. We also have relationships with legal professionals (notaries, lawyers) within our community to provide advice and action on all legal issues including wills and estates, real estate matters including conveyancing, corporate restructures, divorce and litigation.  ​

Special Projects

In the course of our relationship with our clients, a certain level of trust is often earned. Given that trust and our broad competency, BC Partners in Planning is often in the position to provide additional special services. These projects include, but are not limited to; corporate consulting, management consulting, financing advisory, accounting systems engineering and investment analysis.