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About Us

a message from our sponsor

Attracting and retaining top talent is both challenging and crucial for fostering innovation and driving company growth. An advantageous yet affordable compensation structure will help your organization stand out amongst the competition. The utilization of Individual Pension Plans (IPPs) and other deferred compensation arrangements are key strategies used by many privately held firms.

Speakers:

Blair Evans B.Comm. (Hons)

CPA, CA, CFP®, TEP AVP, Tax & Estate Planning IG Private Wealth Management
Blair has a breadth of experience providing clients with advice on matters including corporate taxation, transaction structuring and tax planning for high net worth individuals. Before joining IG, Blair spent 11 years with a large national accounting firm, leaving in 2017 as a Senior Manager within their Tax group. Blair earned his CERTIFIED FINANCIAL PLANNER® designation in 2018, garnering a spot on the President’s List within top three mark in Canada, and obtained his Trust and Estate Practitioners (TEP) designation in 2020. He is a member of CPA Manitoba, the Canadian Tax Foundation, FP Canada, and the Society of Trust and Estate Practitioners (STEP).

Stephen Chang

Managing Director and Senior Consulting Actuary
Stephen Cheng is a senior consulting actuary and the managing director of Westcoast Actuaries Inc. He is a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries with over 30 years of pension and actuarial consulting experience. He holds a Bachelor of Science degree as well as a Master of Business Administration degree from UBC. Mr. Cheng is a qualified expert in the Supreme Court of BC. He has served on many task forces and committees at both the Canadian Institute of Actuaries and the Society of Actuaries.

Andrew Bay CFP CLU BA (Econ.)

Executive Financial Consultant, Bay & Associates
For over 25 years, Andrew has built a strong reputation amongst engineers for being the go-to partner to advise them through their financial lives. Bay & Associates has partnered with the Association of Consulting Engineering Companies BC (ACEC-BC) where he provides member firms with financial literacy workshops, pension planning, group benefits, business succession, and individual wealth management. Andrew has provided over 200 financial literacy workshops to over 80 companies.

Bay & Associates – IG Private Wealth Management
600-1631 Dickson Ave Kelowna BC V1Y 0B5
bayandassociates.ca | 250-980-0041