Estate Planning Council of Canada
Cross-disciplinary network and CE events for Canadian estate planners
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The Estate Planning Council of Canada is the only national organization that brings every discipline in estate planning together in one place, connecting lawyers, accountants, financial planners, trust officers, insurance advisors, and gift planners across more than 650 professional firms in Canada.
Annual Membership ($249/year) gives professional advisors access to all live presentations and recordings, practice and networking groups across Canada, an Annual CE Attendance certificate, a public directory listing, and a new-member social media announcement. Members also get access to 30+ live CE-eligible events a year, on-demand presentations, and a national referral network, led by Executive Director Laurie Daschuk.
Outcomes
- Earn CE credit through 30 plus live events a year
- Access a national referral network across disciplines
- Get a public directory listing for client visibility
- Join practice and networking groups across Canada
What's included?
Live Presentations and Recordings
Access all live presentations plus recordings and slides on demand.
Practice and Networking Groups
Join practice and networking groups with estate planning professionals across Canada.
Annual CE Attendance Certificate
Earn a CE attendance certificate each year to support your continuing education requirements.
Public Directory Listing
Get a professional directory listing that helps clients and referral partners find you by name, location, and specialty.
New Member Announcement
Get introduced to the network with a new-member social media announcement when you join.
Who is this for?
- Estate planning lawyers and accountants seeking CE credit
- Financial planners, trust officers, and insurance advisors
- Professionals wanting a national estate planning referral network
About the creator
Laurie Daschuk
Executive Director of the Estate Planning Council of Canada
Laurie Daschuk serves as Executive Director of the Estate Planning Council of Canada, where she leads professional development, events, and member engagement for the national association. Her work centers on association management and board developme...