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 using our form below:
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