Yogesh Bhathella, BBA, CFP, CPA, TEP
Partner, Tax
Executive summary
Yogesh Bhathella is a Partner in BDO’s Vancouver office.
Yogesh advises privately held businesses and their owners on the tax and succession challenges that come with building, and eventually transferring, significant wealth. He works with clients across a broad range of industries, from owner-managed operating companies to multi-generational family enterprises, helping them navigate the tax complexities that come with growth, reorganization, and ownership transition.
His practice centres on business succession planning: helping clients develop tailored strategies to move ownership and wealth to the next generation, whether that means a sale to the next generation of family, a transition to key employees, or an eventual third-party sale.
Drawing on more than 20 years of experience across corporate, partnership, individual, estate, and trust taxation, Yogesh works closely with business owners, stakeholders, and their families, often alongside their lawyers, financial planners, and other advisors, to build strategies that hold up to scrutiny while protecting what the family has built.
Professional affiliations
Member, Chartered Professional Accountants of British Columbia (1999)
Member, FP Canada, Certified Financial Planner (CFP) (2000)
Member, Society of Trust and Estate Practitioners (STEP) (2003)
Professional designations and education
Bachelor of Business Administration, Simon Fraser University (1994)