Who We Are
Specialized services provided by industry experts
CPA, CA | MANAGING FOUNDING PARTNER
Ryan is a Chartered Professional Accountant and the Managing Founding Partner at Pacific Chartered Advisors LLP. He is a legacy Chartered Accountant, and has completed the CICA In-Depth tax program along with the Advanced Tax Issues for Owner-Managed Business Course. He is a member of the Canadian Tax Foundation and Society of Trust and Estate Planners. Ryan is currently in the midst of completing his Trust and Estate Planner (TEP) designation with the intention of pursuing his masters in taxation law.
Ryan primarily focuses on clients' corporate and individual taxation planning and wealth preservation strategies, where he specializes in estate planning, trusts, corporate structures, reorganizations, and tax usage of life insurance. In the private sector, he deals with manufacturing, lawyers, health professionals, real estate development, construction, tech, and entrepreneurs. Ryan truly believes in working closely with business owners as he loves seeing everyone's different views and their approach to life. He fully supports giving back to the local community and helping local businesses grow. An active advocate in the not-for-profit sector he has volunteered on numerous boards with the most recent being the Resilience iAM Organization, where he sits as a director.
As an avid athlete for the majority of his life, Ryan enjoys finding new ways to push himself to the limits through power-lifting. A big auto enthusiast, Ryan loves muscle cars and motorcycles and in his downtime can be found riding an open backcountry road.
CPA, CA | PARTNER
Stephen is a strong leader and entrepreneur in the industry, having played lead accounting and business roles for a range of tech companies across Western Canada. Focusing on the drivers of corporate value, he specializes in providing clients with the right financial planning and analytical tools to streamline both their operations and strategic decision making. With nearly a decade of senior experience, Stephen prides himself on allowing clients to focus on what they do best while knowing their financial needs are always in good hands.
CPA, CA | PARTNER
Since early 2000, Frank obtained the majority of his experience as a Chartered Professional Accountant in public practice. His experience ranges from private owner-operated enterprises to public companies in various industries: financial institutions, manufacturing, energy, metals, and more.
In addition to public practice, more recently, Frank gained industry experience over the last four years as the Vice President of Finance for a publicly-traded company in the renewable energy space. “I can now relate to the challenges that clients go through when their accountant shows up at year-end!”
Having been on both sides, Frank brings practical industry knowledge, as an executive, to what he calls “the dark side of accounting”, to provide value to clients. Frank likes to tailor the firm’s diverse financial services offered, to suit specific clients’ needs.
“I love my Partner role at Pacific Chartered Advisors, and I love working with our clients!”
Frank is active in the community, serving on the GradusOne advisory board and as the treasurer for his Strata.
Growing up learning about finances from his father, a financial planner, Vincent began investing when he was 14 years of age. Vincent knows the value of long term planning and the need for comprehensive awareness regarding the many facets of sustainable growth. Decidedly, Vincent pursued a career in Accounting and Economics from the University of the Fraser Valley, graduating in 2017. During his time in school, he has worked for 5 years in bookkeeping and 1.5 years as an accountant. He will be starting his CPA designation in 2018 with a long term goal of obtaining a Certified Financial Planning designation. During his time off Vincent enjoys activities such as ice hockey and dirt biking.