A Multidisciplinary Community of Advisors Across Canada
Member Categories: Lawyers, Accountants, Financial Planners, Bankers, Trust Officers, Insurance Professionals, Portfolio Managers, Family Advisors, Gift Planners, Community Foundations, Care Home Directors, Farm Advisors
Estate Planning Council of Canada will help you drive growth, expand cross-national opportunities, and build your firm’s brand by connecting with a wide range of Estate Planning Professionals, giving you capabilities that go far beyond the traditional professional practice.
Solutions purpose-built for small firms, sole practitioners and young professionals include cross-education, referrals and exposure to new and developing Estate Planning topics.
Presentations will be recorded and available any time, in the members only area of the website.
Virtual practice groups help our members to find the right solutions, education and strategies that help firms compete more effectively and provide exceptional client outcomes.