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the estate planning council of toronto


We are delighted to welcome you to our 72nd season.

The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning. Founded in 1952, the Estate Planning Council of Toronto presents a regular program of continuing education and networking meetings for its members.

The Estate Planning Council of Toronto meets five times a year on the first* Tuesday of the months from October to May to share experience and ideas. At each meeting a keynote speaker is invited to present on a current topic related to estate planning.

*If there is a conflict with other industry events, this may be adjusted.*


UPCOMING EVENT

Topic: Life insurance is not a plug-in: How do you ensure your client is getting solid insurance advice?
When & Where: December 10 2024 at the Arcadian Court at 5:30 pm
Panel Host: Kaye Bland, Tax Partner, Private Wealth, PWC
Panelists:
Florence Marino: Vice-President, Tax & Estate Planning, Tompkins Insurance
Jonah Mayles, Partner, Tax & Estate Planning, Sterling Park Financial Group Inc.

ABOUT THE EPCT

The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance,  trust and charitable gift planning who advise the public on different aspects of estate planning.


BECOME A MEMBER

Membership in the Estate Planning Council of Toronto is by invitation. There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, trust officers and financial planners.


SUPPORT

For general or technical assistance
Membership enquiries
Billing and payment
Contact info@epctoronto.ca

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