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Estate Planning Council of CANADA

Upcoming events

    • July 28, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom + LinkedIn Group

    Do you have a book idea - just waiting to bloom?  Get started, or set aside time to work on, or finally finish your book with us!

    Every book is an act of courage.   Summer book camp is your time and space to learn about easy ways to self publish, meet best-selling Canadian Estate Planning Authors, and participate in lively discussion groups with fellow Advisors.

    This summer, start your dream of becoming an Author.  This event will be powered by LinkedIn discussion groups and a few live meetings:

    July 7th - Legible.com CEO will discuss Self Publishing and as a group we will explore ways to get started and get inspiration - 1.25 hours

    July 14 - 12pm Pacific / 3pm Eastern: Open Forum - bring your ideas and questions - 1.25 hours

    July 21 - 12pm Pacific / 3pm Eastern:  Meet Sandra Foster, author of "You Can't Take It With You" - 1.25 hours

    July 28 - 12pm Pacific / 3pm Eastern:  Helpful hints and marketing ideas for authors - 1.25 hours

    'SPARK' Your Creativity

    • Write the story of your life
    • What was your biggest secret to success?
    • When was the turning point for you?
    • What was the most important decision you made?
    • You are an advisor to others who wish to do what you have done. Give us your best wisdom to share with them.

    Advisors Can Market Services With A Book:

    1. Give your book away
    2. Include the digital version on your website
    3. Repurpose content for your social media and newsletters
    4. Promote events and sign-ups
    5. Leverage your book for PR opportunities
    6. Promote Thought Leadership
    • August 25, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom

    * A joint event with the Ottawa Estate Planning Council and the Kelowna Estate Planning Society.

    All of us recognize the importance of leadership, especially as we consider succession in our family firms. What can we do, to improve our own leadership and those who follow us?

    Join David C. Bentall, as we together explore how to cultivate emotional intelligence, both personally and professionally. In this highly personal presentation, David will share how a lack of emotional intelligence radically impacted his own career. Building on this, he will then explain how emotional intelligence can TURBO-CHARGE our leadership.  

    During this workshop we will explore nine character traits that all of us will want to add to our emotional toolkit. Not only will these qualities enable us to be better leaders, they will also help us to build stronger relationships in our families and in our businesses. 

    • Key Takeaways:

    ·         Discover how your heroes influence your leadership
    ·      Learn why humility is more than just a nice idea
    ·      See how patience can accelerate your success
    ·      Differentiate between critical thinking and a critical spirit

    Speaker Bio:

    David C. Bentall is a G3 successor. Having worked for 20 years in the family business ( serving 7 years as President & CEO of Dominion Construction) he is a graduate of both UBC and the Harvard Business School. He now serves as an Adjunct Professor at the Sauder School of Business. As the Founding Principle of Next Step Advisors, he is a widely respected mentor, workshop leader, and family enterprise advisor. David is dedicated to helping families learn and grow together, and is the author of three books, including Dear Younger Me, “Wisdom for Family Enterprise Successors”.

    • September 16, 2021
    • 3:00 PM (EDT)
    • Zoom

    Presented by Kevin Wark, LL.B, CLU, TEP

    Managing Partner, Integrated Estate Solutions

    Kevin Wark, Past President of the Conference for Advanced Life Underwriting (CALU), a position he held since October 2011.  Prior to this he was Senior Vice-President, Business Development with PPI Financial Group and President/CEO of Equinox Financial, a national insurance marketing and distribution organization.  He was also the AVP of Advanced Marketing with Manulife Financial and started his career as a tax associate with Stikeman Elliott.

    A well-known speaker and author on tax, insurance and estate planning topics, Kevin has also written and spoken extensively in the areas of estate and tax planning and is the author of the consumer book “The Essential Canadian Guide to Estate Planning” available on Amazon, Kindle and Kobo.  He is also the editor-in-chief of “Insurance Planning” published by Thomson Reuters, a regular contributor to CALU Report and the Advocis Forum Magazine, and has lso contributed articles to other financial publications including  the STEP Journal, Investment Executive and Advisors Edge.  

    Kevin is a long-time member of Advocis, The Institute, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Canadian Bar Association. Kevin applies his multi-faceted experience and skills to assist clients in achieving their retirement and estate planning objectives.

    • September 30, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom

    Many of us think of the benefits associated with beneficiary designations.  However, there are many tips, traps, and considerations when it comes to blended families, corporate life insurance, and successor owners, etc. and the automatic approach to just naming a beneficiary. 

    This mini-workshop will explore what you should be considering when it comes to helping your clients and families navigate their estate plans personally and corporately in a complex world.


    Jos Herman, BComm, CPA, CA, CFP, TEP

    Director of Wealth, Tax & Estate Planning

    Resources & Solutions Professional Corporation

    E. jherman@resourcesandsolutions.ca

    • October 28, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom

    Charitable giving has increased dramatically over the last 25 years, fueled by demographics and tax incentives.  Join nationally know philanthropic advisor Malcolm Burrows as he examines trends in charitable giving, estate planning incentives and the mindset of the altruistic client.

    Malcolm Burrows | Head, Philanthropic Advisory Services

    Scotia Wealth Management / Scotiatrust

Past events

July 21, 2021 Adventures in Publishing - Canada's Best Selling Estate Planning Author
June 22, 2021 Summer Networking Event for Estate Planning Council Members
June 17, 2021 A Day in the Life of UBC Planned Giving and Estate Administration Professionals
June 03, 2021 Transition Planning For A Family Farm Business
May 20, 2021 A Collaborative Approach to Estate Planning - How does it all work?
May 06, 2021 Aging In Place - A Plan To Live
April 22, 2021 Embracing Technology– The Latest Advances in Estate Planning For Your Practice
April 08, 2021 Banton Trusts – Predator Proof Your Legacy
March 25, 2021 Stacking Lifetime Capital Gain Exemptions Using a Trust - the good, the bad, and the ugly
March 11, 2021 The Spiritual Practice of Estate Planning
February 18, 2021 Health Care Decision Making: Legal Rights of People Living with Dementia
February 04, 2021 2021: Anticipating A Tidal Wave of Insolvencies --- How Will Your Clients be Affected?
January 21, 2021 How Do You Build Your Practice and Specialize in High Net Worth Clients?
January 07, 2021 Do Your Clients Have U.S. Assets & Investments?
December 10, 2020 Pension Lump Sum Settlements
November 26, 2020 How to Safeguard Your Senior Clients from Investment Abuse
November 18, 2020 Healthy Aging - Discover Yoga Event for Advisors
November 05, 2020 Mom, Dad & The Oldest Daughter
September 24, 2020 Older and Vulnerable Clients - the Emerging Regulatory Landscape in Canada
July 23, 2020 A Gerontologist's Guide on Care Homes and Planning for Choice
July 16, 2020 Best Practices Session - Innovative Virtual Ways to interact with clients
June 19, 2020 Prescribed Rate Lending / Income Splitting

About EPCC

Our mission is to provide community and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  We link and support Estate Planners across Canada and represent a global community online.

More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

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