Transferring Business Ownership to Your Children
In 2021, the Canadian government passed Bill C-208, which made significant changes to the…
Update on Trust Reporting Requirements
Previously, a Trust generally only filed a T3 Trust Income Tax and Information Return if…
How you can invest in your child’s education
by Shane Schepens Originally published to CPABC’s newsroom. As your child or children head…
The Benefits of Family Trusts
Recent changes in legislation have left individuals questioning the benefits of a Family Trust (“FT”).…
Practice Leaders
Dave Block
CPA, CA, PrincipalDave focuses on holistic strategies for owner-managed businesses, ensuring goals integrate with both corporate and personal planning.
Jeff Block
CPA, CA, PrincipalJeff focuses his expertise on providing accounting and tax advice to business owners, professionals and private companies.
Bilal Kathrada
CPA, CA, PrincipalBilal primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries.
Shane Schepens
CPA, CA, PrincipalShane primarily focuses on income tax planning, reorganizations, and succession planning for owner-managed businesses in various industries.
Shane Schepens
CPA, CA, Principal
Shane is a Principal and works in Tax, with a focus on corporate reorganizations, estate planning, and succession planning. He helps businesses and their shareholders minimize income tax and creates business structures that are functional for both business and tax purposes. Shane has over 20 years of tax planning experience, has completed the InDepth Tax courses, and teaches tax courses for CPABC. Outside of the tax world, Shane spends time with his spouse, two kids and dog.
Bridget Noonan
CPA, CA, Principal
Bridget, a Principal at Clearline CPA, primarily focuses on the provision of assurance (audit and review engagement) services to not-for-profit organizations. Bridget is passionate about education and helping the organizations members, committees, directors and/or board members in the understanding of all matters related to the accounting and auditing processes. Bridget was with a mid-size firm in Vancouver for 12 years working with both public, private and not-for-profit organizations as a senior manager in the accounting and auditing department.
Bridget is also a co-founder of Clearline Consulting which provides file monitoring, professional development, assurance planning and on-going consulting services to CPA firms and practitioners, helping them succeed and build thriving practices.
Outside of the office, Bridget enjoy traveling and spending time with her family and friends.
Justin McLaughlin
CPA, CA, MBA, Principal
Justin is a Principal in Assurance and focuses on reviews and audits for private enterprises and not-for-profit organizations. Backed by his Chartered Accountant designation, along with a BA (with an emphasis in accounting) and an MBA, he interacts with a variety of businesses and organizations and assists them with their unique challenges. Outside of work, Justin enjoys golf, hockey, and hanging out with his family.
Tom Gillespie
CPA, CA, Principal
Tom, a Principal at Clearline CPA, primarily focuses on the provision of assurance (audit and review engagement) services to companies in sectors such as manufacturing, construction, real estate, wealth management and financial services. Tom is passionate about assurance services and the benefits that these processes can provide to the organizations he works with. Originally from Ontario, he obtained his accounting designation while articling as an auditor at a mid-sized firm in Ottawa working with both private enterprises and not-for-profit organizations. Subsequently, Tom moved to Bermuda where he joined an international accounting firm in their investments and banking audit department. While in Bermuda, his focus was in auditing investment funds, banking organizations, and related service companies.
Tom is also a co-founder of Clearline Consulting which provides file monitoring, professional development, assurance planning and on-going consulting services to CPA firms and practitioners, helping them succeed and build thriving practices.
Tom is the Treasurer for Vancouver Adaptive Snow Sports which runs skiing and snowboarding programs for persons with a disability at Grouse, Seymour and Cypress Mountains. Outside of the office, Tom enjoys golfing, skiing and traveling with his family and friends.
Dave Block
CPA, CA, Principal
Dave is a Principal and works in Private Enterprise, with a focus on corporate tax, succession planning, and estate planning. He works to understand his clients, to bring clarity to their specific goals, and to help design a tax plan for their specific corporate and family needs. Dave has a Bachelor of Business Administration from Trinity Western University, wrote the UFE in 2012, designated as a Charted Accountant in 2013, and joined Clearline in 2010 following two-and-a-half years at a mid-size firm. Outside of Clearline, Dave shares life with his wife and two daughters—camping, riding bikes, exploring new places and finding adventures wherever possible.
Jeff Block
CPA, CA, Principal
Jeff is a Principal in Private Enterprise, providing tax and accounting advice, estate and succession planning and general business advice. He works with owners of private companies across all industries, but specializes in professionals, real estate development/construction, investment companies and manufacturing, wholesale and retail. As a business owner and Chartered Professional Accountant with a Bachelor of Administration, Jeff works with clients to clarify their goals, develop strategies to achieve them, and give the confidence needed to make the best decisions, both in the moment and for the future. When not in the office, Jeff loves exploring and experiencing new things with friends and family.
Bilal Kathrada
CPA, CA, Principal
Bilal, a Principal at Clearline Chartered Professional Accountants, primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries. Bilal received his Bachelor of Commerce degree from the University of Victoria and obtained his CA designation in 2005.
Prior to Clearline, he worked in the tax group of a large international accounting firm in Vancouver and a mid-sized accounting firm located in the Fraser Valley.
Outside of the office, he enjoys spending time with his wife and three children. He enjoys outdoor activities such as golf and spending time with his family and friends.
Danny Sandhu
CPA, Manager
Bio coming soon.
Shehzel Saif
CPA, Tax Manager
As Clearline’s Tax Manager, Shehzel focuses on tax planning, corporate reorganizations and succession and estate planning. She’s passionate about continuous learning and staying up to date on tax legislation changes and helping clients with succession. In addition to her CPA designation, Shehzel also has a Bachelor of Business Administration and has completed the CPA In-Depth Taxation Program. Outside of work, she enjoys spending time with family and friends, traveling and trying out new recipes.
Ameeta Randhawa
HR Manager
As Clearline’s HR Manager, Ameeta supports our firm’s greatest resource—our staff. With a Bachelor of Business Administration in Human Resources and over 7 years of HR experience in various industries, she ensures all employees have a positive experience at Clearline. Ameeta’s focuses include recruitment, performance management, employee relations, program and policy development, and employee engagement. Outside of work, she enjoys traveling and spending time with friends and family.
Michael Ng
CPA, CA, Senior Manager
Michael is a Senior Manager in Private Enterprise, carrying out reviews, compilations, and tax services for small- to medium-sized businesses. With a Bachelor of Commerce specializing in finance and a Diploma in Accounting, backed by over a decade of accounting experience, Michael is a trusted advisor who helps clients’ businesses succeed. Outside of the office, Michael enjoys spending time with family, trying out different restaurants in the city, and building and collecting mechanical keyboards.
Cindy Ji
CPA, CGA, Manager
Bio coming soon.
Victor K. Yoshida
CPA, CA
Victor was born and raised in Vancouver and obtained his Bachelor of Commerce from the University of British Columbia. He articled with Deloitte & Touche and received his CA designation in 1984. Victor was accepted to the firm’s tax group and went on to complete the Canadian Institute of Chartered Accountants In-Depth Tax course.
Victor specializes in Canadian income tax issues for professional and owner-managed businesses. He has extensive experience with business succession, estate planning, wealth preservation issues, corporate reorganizations, as well as mergers and acquisitions.
Victor was a member of the education committee of the Institute of Chartered Accountants of British Columbia and has held executive positions with various amateur sport organizations.
In his free time, Victor enjoys training for marathons, travelling, and spending time with his family.