We were very intentional at BC Partners in Planning to focus on two areas in our team building: to ensure that there is great continuity in the service we provide to our clients, and to create a progressive and flexible work environment. In doing so, we have attracted a multi-generational team of like-minded professionals who are highly competent, ethical and have strong commitment to client satisfaction… and they are great to work with!
Blair's background is in insurance, estate planning, employee benefits, pensions, and investments. After graduating with a Bachelor of Commerce (UBC), Blair spent 11 years with a multi national financial investment firm specializing in employee benefits and pensions.
Blair is a member of the Institute of Advanced Financial Planners, Advocis and The Financial Planning Standards Council of Canada. He has been involved in various capacities in organizations including Rotary, Athletes for Kids and Make-A-Wish Foundation of Canada.
Other professional qualifications include Fellow of the Life Management Institute (FLMI), Registered Financial Planner (RFP), and Certified Financial Planner (CFP). Blair is also qualified as a Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), and Elder Planning Specialist (EPS).
Blair's focus outside of the business is his family, staying active and fit, and giving back to the community where possible.
Gillian has been at BCPIP since 2006 and became a partner in 2014. Gill has many years’ experience in accounting and corporate and personal tax planning.
After graduating with a Bachelor of Commerce from UBC, Gill obtained her Chartered Professional Accountant (CPA, CA) designation and practiced with Coopers and Lybrand (now PwC) for six years and then with Smythe Radcliffe as a manager in their Vancouver office. Gillian started her own practice on the North Shore in 1992.
Gillian has been a West Vancouver resident all of her life and has always been an active member of the community; she was the Treasurer of the West Vancouver Field Hockey Club for several years, as well as a coach for 14 years. She swims with the Master's club and cycles with a local group.
Philan joined BCPIP in 2011 and made partner in 2018.
Hailing from Gold Coast, Australia, Philan graduated from the University of Queensland on the Dean's Honour Roll, with a Bachelor of Commerce majoring in Finance and Accounting. He is a Chartered Professional Accountant (CPA, CA) and in 2017, he earned the Chartered Financial Analyst (CFA) designation.
At BCPIP, Philan is focused on corporate and personal tax planning as well as financial planning. Further, his involvement with our clients often leads to him working alongside them on various special projects.
Philan is an active member of his church where, as a keen musician, he serves regularly on their band. He is currently also on the board of directors for the Mission to Seafarers.
Katherine was born and raised in Toronto and obtained her B.A. in Commerce from the University of Toronto. After meeting her husband Brent, she moved out west and obtained her CA (now CPA,CA). Katherine completed her articling at the Vancouver offices of Coopers & Lybrand (now PWC) and the Toronto offices of Thorne Riddell (now KPMG).
After six years at the large accounting firms, Katherine worked in private industry with a construction management company, followed by six years helping to launch a BC Winery. In 2004, Katherine joined the BCPIP team, providing accounting and tax services to private corporations and individuals. In 2010, Katherine took a temporary break from BCPIP to work at a downtown accounting firm and then back to Burrowing Owl Vineyards Ltd. where she resumed her role as CFO.
In 2017, with newly acquired skills and knowledge, Katherine returned to BCPIP where she took a larger role in servicing clients and became a partner in 2020.
Katherine is the Treasurer and board member of the North Shore Division of Family Practitioners.
Katherine has lived in North Vancouver for over 30 years and in her free time, loves to run and hike the north shore trails with her husband, and yellow lab Kaeda.
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