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Estate Planning Council of CANADA

Jeffrey Smith

BDO Canada LLP

Linked to Mortimer, Amanda
 

Member profile details

First name
Jeffrey
Last name
Smith
Organization / Company Name
BDO Canada LLP
Province
British Columbia
City / Town
Kelowna
Picture / Headshot
Profession / Category
Accountant - CPA
Office Address
Suite 400 - 1631 Dickson Ave
Kelowna, BC
V1Y 0B5
Firm website
https://www.bdo.ca/
Education / Professional Designation(s)
Chartered Professional Accountant, CPA, CA
Certified Financial Planner, CFP
Chartered Life Underwriter, CLU
Areas of focus or specialization
High net worth succession planning
Agriculture
Medical and dental professionals

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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