Who we Are
A&P Blueprint Group is obsessed with the success of their clients. This is why they choose to be one of the leaders in tax efficient growth strategies, recognizing that tax efficiency is the key to bringing clarity to their clients’ vision. Whether Group Benefits for business growth, a new Wealth Strategy for a simplified retirement plan, or a more complicated situation that requires an Estate or Corporate plan, A&P Blueprint Group guarantees that all personalized plans are built with the end goal in mind.
A&P Blueprint Group Ltd. is a partnership with over 5 decades of experience in the Financial Services Industry. Founders Patrick Epp and Alim Kassam bring with them a multitude of expertise, including Group Benefits, Wealth Management, Estate Planning, and Corporate Life Insurance.
After many years of management experience focused on the development of Financial Advisors, and planners alike, a foundation was laid for an emergent and necessary transition. For both Patrick and Alim, branching off into the Financial Advisor role was a natural next-step in bringing their clients the best of both experiences.
Alim’s 11-year contribution as a Managing Partner at Sun Life Financial allowed him to gain a breadth of experience in the Financial Services industry, and procure an active style of Wealth Management. Alim’s experience has broadened the scope of service he is able to provide A&P Blueprint clients.
Collectively, the A&P Blueprint team brings a wealth of knowledge in all relevant fields, as they believe that a team of professionals is much stronger than any one individual. Being able to focus on a particular area of expertise allows each team member to always provide the best information and advice without distraction. A&P Blueprint Group is dedicated to providing the most up-to-date strategies and systems, keeping their expertise aligned with the highest of standards in the industry.
Our Mission
Our Mission Statement is to provide the most useful and up-to-date financial information regarding tax efficiency, and make it readily accessible to every business owner we can reach. It is our duty to share our expertise in a way that benefits the tax efficient growth of our business clientele, and to remain committed in maintaining this expertise as the financial industry and its parameters evolve.
Our Commitment to Clarity
The Wealth Management team behind the A&P Blueprint Group prides itself on an on-going commitment to clarity. By simplifying the complexities, visualizing the processes, supporting the goals and dreams of their clients, and communicating with transparency, the A&P Blueprint Group is able to maintain a heavily client-centric focus.
"We view our relationships with our clients as a true partnership in financial solutions that will enrich their lives.”
-Alim Kassam
Alim Kassam
Co-Founder & Financial Advisor
Alim was born and raised in Abbotsford BC, before moving to Langley with his beautiful wife and two wonderful children. Alim started his career with Sun Life Financial back in 2009, holding various management roles within the company. Gathering his experience and financial skill set, Alim ventured off on his own with the aim to provide a broader range of products, and more tax efficient options for his clients.
Alim co-founded A&P Blueprint Group because he had a vision to create a vertically integrated financial services company that was focused on securing the financial future of his clients. His expertise centres around alleviating the financial tax burden many Business Owners face, allowing them to focus on what they truly do best – successfully run their businesses.
Alim believes that achieving greatness comes from the people you surround yourself with, and acknowledges this both professionally and personally. With a strong athletic background, playing soccer in various countries around the world, Alim has learned that in order to separate yourself from the rest, you have to put the work in. He has witnessed this firsthand from watching his parents open a Dry-Cleaning business in Abbotsford 45 years ago, which still runs successfully today.
Outside of his dedication to A&P Blueprint Group, Alim enjoys a variety of activities with his family. Some of these activities include hiking, camping, and coaching academy soccer. He is committed to sharing his success with the community, supporting numerous charities close to his heart.
Patrick Epp
Co-Founder & Group Benefits Specialist
As a broker who deals with all insurers, Patrick Epp’s experience allows him the customization, freedom, and flexibility in pricing for his clientele. He believes that time is the most valuable commodity. Patrick’s work allows his clients to spend less time in their businesses, and more time on their businesses. When Patrick manages your Group, you can be certain that he will work relentlessly to get the best possible rates and service available.
Prior to becoming a Health and Dental Benefits specialist in 2015, Patrick spent 12 years building businesses. Learning the intricacies of how small businesses operate and what financial issues require significant attention, he understood the value of listening to the wants and needs of business owners.
Patrick mastered the art of turning his clients’ financial dreams into reality. Focusing on what is most important to them granted him the ability to provide custom designed group benefits plan that suits the needs of the companies he works with.
Patrick works closely with his father Norm, who has been in the business for over 40 years. After seeing what Norm was able to offer his clients, Patrick became motivated to provide and expand the same service and bring his knowledge and experience to his clients’ group plans.
In Patrick’s view, there is a sense of honour in being able to work with companies who have seen a generational transfer of ownership and Patrick, alongside his father, Norm, is excited about being able to provide this service – particularly with regard to PHSP.
Patrick spends his free time with his two boys and wife exploring the great outdoors, setting up Lego projects, and building blanket forts. He hopes to teach his boys to surf, which he learned to do in Hawaii on a family vacation (and also during a couple of evenings while on a Mission trip to Africa). Since co-founding A&P Blueprint Group, Patrick has stepped back from going on Mission trips outside of BC and has become more focused on giving back locally.
Meet The Team
Heidi Cassidy
Executive Admin Assistant
Heidi serves as a seasoned Executive Assistant with years of experience in scheduling and correspondence. Heidi’s role is to support our clients in the form of maintaining financial information and prompting clients should changes need to be made with their client portfolios. Heidi Is compassionate and extremely organized making sure our clients have the information needed to make the right financial decisions moving forward.
You will find Heidi to be a great communicator and have a remarkable eye for detail. You will be pleased to know she is on your team making sure all financial affairs are in order.
In her spare time she likes to stay active and volunteers her professional makeup skills every holiday season with Help Portrait, a global movement serving those in need.
Heidi Cassidy is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Nathan Kapler
Insurance Advisor
Nathan’s professional approach to business has become an integral part of the Blueprint team as he understands the value of time and the importance of delivering exceptional service.
With nearly a decade and a half of RCMP policing experience, Nathan understands the importance of accountability, honesty, and integrity. His immense desire to help educate individuals on the values of investing while providing the building blocks needed to secure one’s financial future is what Nathan prides himself on.
Connect with Nathan and let him unlock the door of opportunities as he takes your financial future to new heights.
Nathan Kapler is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Anubhav Saini
Insurance Advisor
After completing a Bachelor of Commerce degree from Punjab University, India. Anubhav came to Canada as an international student in 2017 and pursued a Post Baccalaureate diploma in Accountancy and Business Administration. Soon upon completion, he entered the world of finance as an administrator.
During his time with the Blueprint Group, Anubhav obtained his insurance and investment certificate respectively and worked towards becoming a Financial Advisor. He enjoys the analytics of finance and is currently working towards attaining his Financial Planning designation where he can serve clients in various tax planning initiatives. Anubhav’s eye for detail and consideration towards clients is not only an asset to the Blueprint team but to clients that have the pleasure of working with him.
Anubhav Saini is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Kara Erickson
Insurance Advisor
Kara is passionate about helping clients create a clear path to attain their desired financial goals. She began her career as an Advisor at Sun Life and specialized in helping families protect their loved ones while also securing their financial futures. Kara has a diverse skillset gleaned from more than 7 years of owning and managing incorporated businesses and 13 years of working for the Federal Public Service.
Whether she is working with young families, entrepreneurs, public servants of retirees, what Kara enjoys most is the peace-of-mind that she is able to bring to her clients, knowing that they have created a solid foundation. The level of service and client-centered approach that Kara brings is accelerated by the comprehensive team she works closely with at the A&P Blueprint Group.
Kara Erickson is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Megan Rowland
Client Support Specialist
Megan brings nearly 20 years of experience in assisting clients as a Senior Administrative Assistant both in the Financial Industry as well as the Legal Industry. Her ability to connect with clients and determine the most efficient and effective ways to assist them brings the Blueprint Group a level above the rest. The experience Megan has gained working in the fast-paced office environment has given her the knowledge, skills and tools to support clients and enable them to have the confidence that they are receiving top notch service. She has learned that being knowledgeable, accurate and efficient are key to success for her clients.
Megan is actively involved with the RMMHA and volunteers as the hockey manager for her son’s winter hockey league, as well as being an active dance mom for her daughter.
Megan Rowland is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Norman Epp
Group Benefits Specialist
Upon entering the Life Insurance business in 1980 in Edmonton, Alberta, Norm specialized as a Group Benefits agent with a major Canadian Insurance company and worked in the Estate Services division. Following five years as an MDRT agent, Norm entered management becoming a Sales Manager and then an Agency Manager in Winnipeg, and finally, a Regional Manager in Saskatchewan. As a Manager, Norm took and moderated both general and industry related courses in C.F.P. C.LU., I.F.I.C. and moderated the Agency Managers Training Course. He is past president of the Life Manager Association of Canada, Saskatoon Chapter. Before starting his own practice, Norm moved with his family to the Lower Mainland of BC in 1999, where he spent 5 years a s aGroup Benefits specialist with a large international commercial brokerage and Group Benefits consulting firm in Vancouver. From there, he worked to establish the Plan Direct Resources Group Benefits practice with his business partner, John Atchison. They bring a collaborative and fresh approach to a rapidly changing Group Benefits environment. Norm services a medium to large clientele and enjoys working with his son Patrick and his team in the Group Benefits speciality.
Norm is multi-licensed in Western Canadian Provinces and Ontario. Residing in Chilliwack, BC, Norm and his wife, Frances, enjoy volunteering. In their spare time, they can be found golfing, traveling, or hiking the nearby Cascade Mountains.
Norman Epp is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Brad Hyde
Director of Tax & Estate Planning
Brad has been in the Financial Services Industry for over 35 years. His work is focused on providing technical support in the areas of tax and estate planning to financial advisors and their clients. He uses a team-oriented approach by ensuring business synergy and collaboration between all parties including the client, the Insurance or Financial Advisor, and other Professional Advisors (Accountants and Lawyers) to provide practical solutions that are tailored for each client.
Brad has an Honors Business degree in Finance and Marketing (BBA), and holds various industry designations, including: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Elder Planning Counselor (EPC). Brad is a member of the Conference for Advanced Life Underwriting (CALU) and recently served as a Board member on the Edmonton Estate Planning Counsel and sits on the Board of Directors for a cybersecurity company.
Brad Hyde is associated with A&P Blueprint Group Investment Services and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
We Will Help You Every Step Of The Way
Our team of experts are ready to create your financial blueprint and secure your financial future, today.