Estate Planning Council of CANADA
| About EPCC A National Association of Professionals and Advisors linked in the Estate Planning industry, providing valuable Estate Planning information, and helping Canadians find Estate Planning professionals. |
Who We Are
Members are Lawyers, Accountants, Financial Planners, Bankers, Trust Officers, Insurance Professionals, Portfolio Managers, Family Advisors, Notaries, Gift Planners, Community Foundations, Care Home Directors, Farm Advisors.
Meet Our 2023 Advisory Board
Anne Marie Meehan, MBA, CFP, CIM, FCSI, TEP
Vice President and Market Leader, BMO Private Wealth - Kelowna
https://www.linkedin.com/in/anne-marie-meehan-mba
Cindy Boury, FCSI®, CIM®, FMA
Branch Manger & Portfolio Manager Raymond James - Fraser Valley
Del Friday, BA, LLB
Estate Planning Lawyer - Vancouver
Kathy Logan, CGA, CPA, CFP, TEP
Logan Accounting, Victoria
https://www.linkedin.com/in/kathy-logan
Rafi Mohammed, CFP, CIM, PFP, RIAC
Wealth Advisor & Financial Planner / RBC Wealth Management - Calgary
https://www.linkedin.com/in/rafimohammed
Promod Sharma, BSc, FSA, FCIA, FEA
Actuary / Insurance Consultant / Family Enterprise Advisor - Toronto
https://www.linkedin.com/in/promod
Raphael Tachie, BA, LLB
Partner - Private Client Services, Gowling WLG - Vancouver/Toronto
Rick Weiss, TEP, PFP
Senior Estate Planning Consultant - Waterloo
https://www.linkedin.com/in/rick-weiss-tep-pfp
Laurie Daschuk, BA
EPCC Executive Director - Vancouver
https://www.linkedin.com/in/lauriedaschuk
Marketing & Social Media - Alejandra Rivera
Contact Us:
All Estate Planning Council queries to Laurie Daschuk: Info@epc-canada.org
About EPCCWe promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices. We link and support Estate Planners across Canada and represent a global community online.
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