Firm offers services to financial services, tech, and consumer businesses
One of the 35 largest public accounting and advisory firms in the United States is expanding its international footprint to Canada.
San Francisco headquartered BPM Advisory is a fast-growing firm which works with clients in the technology, life science, consumer business, wine and agriculture, financial and professional services, real estate, and nonprofit industries offering everything from business transformation and risk advisory to wealth management.
Its Canadian operation will focus initially on providing advisory services to technology, financial services and consumer business clients across Canada's global technology and innovation hubs, providing advice on areas such as cybersecurity, artificial intelligence, and business consulting.
BPM Canada will be led by senior manager Maxim Céré-Marcoux who holds an active CPA license in California and a Chartered Professional Accountant license in Québec.
"I'm grateful for the opportunity to help spearhead our expansion efforts in Canada," he said. "As a native, I've been able to see first-handedly, the growing needs for specialized services of companies operating in the tech ecosystem in this dynamic market. With a diverse and skilled workforce, we're primed to counsel companies on both sides of the border."
The firm already operates in most U.S. states, India, and the Philippines. In Canada it will work in four provinces - Québec, Ontario, British Columbia and Alberta - offering advisory services but not accounting services, at least for now.
Wealth management
In the U.S. the firm also offers wealth management services to individuals, families, and businesses including investment management, retirement planning, and insurance. However, its website states that this service is “not currently available” in Canada.
"We're thrilled to enter the next phase of our international expansion plan," said BPM CEO Jim Wallace. "With our growing presence in and outside of the U.S., we're committed to expanding our footprint as a global player, both in support of our colleagues and clients."
