San Francisco-based IPA 100 firm BPM LLP (FY23 net revenue of $242 million) announced its continued expansion in Canada through a strategic combination with WBM Partners LLP (WBM), expected to be completed on June 1. This combination will significantly enhance BPM’s and WBM’s ability to serve clients across key industries in Canada, the United States and globally.
WBM is known for its customer-centric approach, offering a full suite of accounting, auditing and business advisory services to individuals and organizations across various industries. In addition, WBM’s family office provides a range of services including tax planning, estate planning, tax services and family governance. Renowned for its personalized, high-quality solutions, WBM has built a reputation as a trusted advisor to its clients.
“WBM’s dedication to excellence, integrity and value-added service aligns perfectly with BPM’s mission and values,” said BPM CEO Jim Wallace. “We are thrilled to welcome WBM to the BPM community. Together, we’re well-positioned to help clients achieve their goals and bring a full suite of services to the Canadian Market.”
With this combination, BPM will add 37 professionals with offices in the greater Toronto area and Calgary, bringing the firm’s total Canadian locations to three and total colleagues to 125.
“Joining forces with BPM marks an exciting chapter for our clients, partners and employees,” said Al Karim Moloo WBM’s MP. “BPM’s emphasis on professional development and innovation provides unparalleled opportunities for our team and ensures we can deliver even greater value to our clients. We are excited about the possibilities this combination brings.”
“BPM’s Family Office Services will help us deliver additional value to our family office clients,” said Dale Williams one of WBM’s Integrated Advisors.
