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Estate Planning Council of CANADA

Allan Kotai

EstateLine

 

Member profile details

First name
Allan
Last name
Kotai
Organization / Company Name
EstateLine
Province
British Columbia
City / Town
Parksville
Picture / Headshot
Profession / Category
Other Estate Planner (by approval)
Phone number
778 887 6712
Office Address
101 - 177 Weld Street
Parksville, B.C.
Education / Professional Designation(s)
CFA
CFP
CIM
TEP
CETA
CEA
Areas of focus or specialization
Estate management, retirement planning and portfolio management.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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