A Multidisciplinary Community of Advisors Across Canada
Member Categories: Lawyers, Accountants, Bankers,
Financial Planners, Trust Officers
Portfolio Managers, Family Advisors,
Gift & Philanthropy Planners,
Community Foundations, Farm Advisors
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Estate Planning Council of Canada will help you expand opportunities, by connecting with a wide range of Estate Planning Professionals, giving you capabilities that go far beyond the traditional professional practice.
Solutions for advisors, practitioners and professionals include cross-education, referrals and exposure to new and developing Estate Planning topics.
Presentations are 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.Read more