Log in
Forgot password


Estate Planning Council of CANADA

Member Forum - Selling Your Professional Practice or Book of Business

  • May 20, 2026
  • 1:00 PM - 2:00 PM
  • Live Online Event

Registration

Register

Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on selling your Professional Practice. Discussion topics will include preparation, valuation, tax planning, and more.  


Attendees can share insights, exchange ideas and identify possible courses of action to get ready for retirement, or to transition out of a Professional Practice. 

Please be prepared to turn your camera on and join the group. See you there! For Estate Planning Council of Canada Members only. One Hour

Discussion Host - Cindy Boury - USA/CDN Senior Portfolio Manager & Branch Manager at Cindy Boury Wealth Management of Raymond James Ltd. Offering Cross-Border Services

This event is not recorded.

No charge for Estate Planning Council of Canada Members

Membership Information

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.



Featured members


2026 Copyright © Estate Planning Council of Canada.  All rights reserved.

View our policies:  Privacy Policy, Terms of Use, Cookie Policy