Estate Planning Council of Canada

You Can Be Part Of A Growing Organization Connecting Estate Planners Across Canada

Finding valuable information and inspiration gives your practice a competitive edge and a boost when you need it most. Our virtual presentations offer great coverage of Estate Planning topics and make collaboration amongst professionals easier.

Start your 12 month/annual membership at any time of the year.

Available Categories: Lawyers, Accountants, Financial Planners, Bankers, Trust Officers, Insurance Professionals, Portfolio Managers, Family Advisors, Gift & Philanthropic Planners, Farm Advisors, and more.

You get everything in one place - cross-education, referrals and a members-only library of presentations and information so you always keep up on Estate Planning news.

Apply now for your all-access pass to events:

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Select membership level

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Basic Membership - $199.00 (CAD) Subscription period: 1 year No automatically recurring payments
Membership includes free access to all presentations and recordings, practice/networking groups across Canada,

Directory listing (well ranked on Google), and login to the resource library of past presentations in the members area for 12 months.

Enhanced Membership - $249.00 (CAD) Subscription period: 1 year No automatically recurring payments Membership includes free access to all presentations and recordings, practice/networking groups across Canada,

Directory listing (well ranked on Google), and login to the resource library in the members area for 12 months + a new member social media announcement.

Annual CPE/Attendance certificate (Sent in December):
Most events are accredited by the BC Law Society. This year we have started applying for FP Canada approval on presentations – a new benefit for members. Note that EPCC cannot guarantee CE course approval, nor the quantity of CE credits to be allocated, when self-reporting to your respective governing bodies – and there are many across Canada.

Firm Membership - up to 5 staff - $699.00 (CAD) Bundle (up to 5 members) Subscription period: 1 year No automatically recurring payments
Membership includes free access to all presentations and recordings, practice/networking groups across Canada,

Directory listing, login to the resources in the members area for 12 months,

Annual CPE/Attendance certificate.
12 months.

International Estate Planning - $299.00 (CAD) Subscription period: 1 year No automatically recurring payments For Advisors outside of Canada who are primarily interested in Cross Border Estate Planning.
Membership includes free access to all presentations and recordings, practice groups for International Planners.

Directory listing, and login to the resources in the members area for 12 months,

Larger Firm Membership - up to 10 staff - $1,199.00 (CAD) Bundle (up to 10 members) Subscription period: 1 year No automatically recurring payments
Membership includes free access to all presentations and recordings, practice groups across Canada,

Directory listing, login to the resources in the members area for 12 months,

Annual CPE/Attendance certificate,
12 months.

Our Members Enjoy These Benefits

1. It's easy to participate in a way that is practical and of value to professionals in new, established, small and large firms alike.

2. Presentations are recorded and available any time, in the members only area of the website. We help professional advisors develop key skills in Estate Planning and expand opportunities across Canada.

3. The Member Directory helps to amplify your achievements, or find the right connections, compete more effectively, and raise your firm's profile.

4. Advisors can join with with their current professional designations. Keeping up to date and growing your Professional Practice is the goal.

5. Accumulate more CE hours with our annual certificate of attendance, accredited by the BC Law Society.

Become a member

Not sure about qualifications to join? email info@epc-canada.org and we will be glad to assist you.

Companies interested in sponsoring upcoming events can find information here or email info@epc-canada.org directly.

About EPCC

We 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.

Estate Planning Council of CANADA

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Our Members Enjoy These Benefits

About EPCC

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