BC Partners in Planning Ltd.

Overview

The firm works with complex corporate and family structures through financial planning, tax planning, accounting, investment management, retirement planning and estate planning.^1271014 It says these services can be coordinated from one location.²

History

BC Partners in Planning Ltd. dates its origins to 1996 and began operating officially the following year.³ Gillian Elmitt joined in 2006 and became a partner in 2013.²² Philan Policar joined in 2011 and became a partner in 2018.²³ Tony Wu joined the firm in June 2021.²⁴

Timeline

1. 1996dates its origins to 1996 and began operating officially the following year.
2. 2006Gillian Elmitt joined in 2006 and became a partner in 2013.
3. 2011Philan Policar joined in 2011 and became a partner in 2018.
4. 2021Tony Wu joined the firm in June 2021.

Leadership

Blair MacLean has experience in insurance, estate planning, employee benefits, pensions and investments.¹⁹ He holds FLMI, RFP, CFP, CLU, CHS and EPS qualifications and is associated with the Institute of Advanced Financial Planners, Advocis and the Financial Planning Standards Council of Canada.²⁰

Gillian Elmitt holds a CPA, CA designation and has worked with Coopers and Lybrand, Smythe Radcliffe and her own North Shore practice.²² Philan Policar holds CPA, CA, CFA and CFP credentials and works on financial planning, tax planning and special projects.²³ Tony Wu specializes in real estate transactions, reorganizations and tax planning.²⁴ Katherine Bourne is listed among the team members.²⁵

The firm says it prioritizes continuity of service and a progressive, flexible workplace.²⁶

Services

The firm says its planning process starts with a written assessment of a client’s circumstances, objectives, concerns, recommendations and available alternatives.⁶ Implementation may involve tax, investments, insurance, pensions and accounting.⁷ The firm also coordinates with lawyers, banks and investment counsellors.⁸

BCPIP Accounting Services is described as an in house CPA practice that connects tax planning with financial planning.⁹ Its work includes personal, corporate and trust tax returns, as well as tax effective structures.¹⁰

Investment management involves recommending and overseeing investment solutions.¹¹ The firm says its recommendations follow client risk parameters and needs.¹² It identifies preservation of capital, reasonable returns and competitive costs as investment priorities.¹³

Retirement planning compares possible retirement dates through numerical reviews and visual materials such as graphs and charts.¹⁴ Estate planning covers asset transfers, tax effects, probate fee planning, succession planning and estate accounting.¹⁵ The firm works with estate lawyers on wills, powers of attorney, representation agreements and trusts.¹⁶

Coda Trust Company Ltd., an affiliate, is described as a provincially regulated trust company that does not take deposits.¹⁷ It can serve in roles such as executor, trustee, attorney or agent.¹⁸ Bookkeeping includes monitoring and reporting, with remote access for clients who handle bookkeeping internally.²⁸ Special projects include management consulting, financing advice, accounting systems engineering and investment analysis.²⁹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

The firm describes its clients as complex corporate and family structures.² Its planning and tax work includes personal, corporate and trust matters.¹⁰

Investment philosophy and approach

The firm says it operates independently of an investment firm and bases recommendations on each client’s risk parameters and needs.¹² It names capital preservation, reasonable returns and competitive costs as investment priorities.¹³

FAQs

Related resources

• LocationMultifamily offices in Canada

  The Canada overview helps families compare how multi-family offices operate across provinces, including considerations relevant to British Columbia. It gives a reader evaluating BC Partners in Planning Ltd. a broader frame for understanding financial planning, tax planning, investments, estate matters, and family administration in a Canadian setting.

• GuideMultifamily office services

  This services guide outlines the areas a multi-family office may coordinate, from investment management and retirement planning to insurance, trusts, estate planning, and bill pay. A business owner or family can use it to identify which needs to discuss with BC Partners in Planning Ltd. and where outside specialists may fit.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single family offices and wealthy families. Its articles and discussions can help a prospective client think through governance, family decision-making, wealth education, and the practical questions that arise when coordinating personal, business, and intergenerational financial matters.

• GuideData privacy and security with an MFO

  The privacy and security resource explains questions families should raise about sensitive financial records, communications, access controls, and third-party providers. For someone considering BC Partners in Planning Ltd., it offers a checklist for discussing confidentiality when services include investments, tax planning, fiduciary work, administration, and insurance.

• Similar firmsTerra Cotta Private Wealth Inc.
  Northland Wealth Management
  Our Family Office Inc.

  Profiles of Terra Cotta Private Wealth Inc., Northland Wealth Management, and Our Family Office Inc. give readers additional firms to review alongside BC Partners in Planning Ltd. Comparing locations, service descriptions, and stated client focus can help a family or business owner prepare focused questions before contacting offices in this field.

Sources

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Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.