Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Kathy Blom

CFP®
Financial Planner

A Financial Planner, Kathy Blom has been working in the banking industry for over 42 years. Kathy has worked in most areas of banking that is customer facing, always there whe...

Matthew Blom

Associate Advisor

Matthew grew up in Pitt Meadows and currently still resides in town with his wife, Kathleen, and two kids, Lincoln and Maverick and mini–Australian Sheppard, Rip. At 10 and 3 ...

Kate Bath

Office Manager

Kate has been in the financial services industry for more than 25 years with over 18 years of experience specifically in administrative roles. As Office Manager her goal is to...

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Kathy Blom

CFP®
Financial Planner

A Financial Planner, Kathy Blom has been working in the banking industry for over 42 years. Kathy has worked in most areas of banking that is customer facing, always there whether it was as a teller, booking GIC’s, or lending. After Achieving her CFP designation in 2008 Kathy leapt at the chance to be able to help more with the investments that clients have and has not turned back. Now specializing in Retirement Planning, Tax Planning, Estate Planning, Risk Management and Investment Planning, Kathy has opened an independent planning office to better serve her clients and community.

Kathy looks at engaging long-term holistic financial relationships to help guide not only individuals but families and businesses through their financial decisions in life. Every family is different, and every financial plan is developed to fit a family’s need throughout the years. Regular meetings ensure that the plan suits the family or individuals as they move through different stages of their lives.

Insurance products available through Kathleen Ann Blom.

Matthew Blom

Associate Advisor

Matthew grew up in Pitt Meadows and currently still resides in town with his wife, Kathleen, and two kids, Lincoln and Maverick and mini–Australian Sheppard, Rip. At 10 and 3 the kids attend school and pre-school in town.

Since Banking in 2008, Matthew has held various positions within the branch bank network before striking out with Kathy in 2014. Since 2014 Matthew has continued his education becoming registered with IIROC as an investment representative, registered with the Insurance council of British Columbia as a Insurance Agent and earning a certificate in Advanced Financial Advice. Currently Matthew is working on his Professional Financial Planning designation to continue furthering his knowledge and service to clients.

Our office is committed to getting to learn about you and your family. For us what matters most is being able to give piece of mind in life, whether this is in your working careers, saving for life events that come up or into retirement where we strategize the ways to utilize your savings to your maximum benefit. Every person has individualized goals, and we recognize that it is these goals that inspire our clients’ lives.

Insurance products available through Matthew Johnathan Blom.

Kate Bath

Office Manager

Kate has been in the financial services industry for more than 25 years with over 18 years of experience specifically in administrative roles. As Office Manager her goal is to provide exceptional service and support to Kathy and Matthew and all our clients.

Kate lives in Pitt Meadows with her husband, daughter, and cat. She spends her spare time travelling, cooking, and reading and loves spending time with friends and family.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.