James Pelmore started his career with Great Pacific Management in 1988. With success in business came the opportunity to form a partnership in 1994, with his friend Leanne Brothers. They shared a mutual respect, knew each others skill sets were complimentary and each valued lifestyle over income.
Leanne Brothers began her investment career assisting two senior advisors at Great Pacific Management. Soon after, McDermid St. Lawrence Chisholm hired Leanne to manage their registered plans department. In 2001, Leanne earned her CERTIFIED FINANCIAL PLANNER® designation and her role evolved quickly from becoming a partner, to lead on financial plans.
In the 20+ years since forming their partnership, James and Leanne have demonstrated a consistent work ethic and commitment to improve and develop their business. They’re a trusted and proven resource for clients, accountants, attorneys and peers.
In 2011, their life insurance business Clearplan Insurance Advisors Inc. acquired DLS Insurance and Consulting Services Ltd. (DLS), a group they had worked with for fifteen years. The expanded insurance group has expertise in life insurance, disability insurance, annuities, benefits plans and more. DLS has a national reputation for integrity, ingenuity, and capability. DLS Founder and President, Dan Schindle, is one of the most knowledgeable and trusted insurance consultants in Canada.
Dan Schindle and Jim Burton co-founded PPI Advisory (PPI), Canada’s first independent Managing General Agent. PPI underwrites large and more complex insurance strategies in Canada, working with only the top tier carriers and using their own team of accountants, actuaries, lawyers and underwriters. PPI benefits insurers because the expertise they possess is not always available elsewhere and would be more expensive to develop on an in-house basis. Accordingly, PPI performs certain functions handled only by insurers, such as binding coverage, underwriting and pricing, appointing retail agents within a particular area, and settling claims.
In 2014, Mark Ting, a top advisor with VanCity and well regarded CBC radio personality, was tapped to join the group. Mark made the move to Clearplan in July that year and is now the lead CERTIFIED FINANCIAL PLANNER®. In June 2015 Mark was made a Partner in the firm. Mark is the “Guide to Personal Finance” for On the Coast with Stephen Quinn (CBC radio 88.1FM), where each week he discusses current market trends and gives tips on investing, tax information and retirement planning. Mark is also a guest columnist for national and local newspapers and magazines. You might also spot Mark around BC at one of his various speaking engagements.
Clearplan has an office in Oakridge, dedicated to working with Vancouver’s community of ex-pats from China and Taiwan. Manager Vivian Wu is very respected and knows first hand the challenges faced by a family enterprise, with the founder generation overseas and successive generations in Canada, or around the globe. Vivian understands the intricacies of inter-generational wealth management, family values and the cultural needs of Chinese families. There are advantages that come with the Scotiabank relationship, one being that Canadian banks are well regulated and respected institutions for international finance and more recently, now better regarded than the Swiss banks.
In 2015 James earned accreditation as a Family Enterprise Advisor®. IFEA is the Institute of Family Enterprise Advisors, founded by UBC’s Sauder Business Families Centre in 2009. Delivering a curriculum specifically for business family advisors, IFEA provides professionals, such as lawyers, accountants, financial advisors, board members and consultants, with skills to understand the unique challenges of family enterprises and better support them. Leanne and Mark are enrolled in the 2015 cohort, to be accredited in 2016.
The FEA Programme augments a professional advisor’s formidable technical skills with strategies and tools to incorporate social and human considerations into the role as a trusted advisor. Family Enterprise families increasingly rely on a multi-disciplinary team of accountants, lawyers, financial planners, portfolio managers, private bankers, insurance consultants and therapists. Professionals from each of these disciplines work in a collaborative environment to address complex structures and strategies within the larger family dynamic.