All About Membership

STEP Canada

STEP Canada brings together leading industry experts to deliver top-rate educational, networking and advocacy programs.

 
  • Trust, estate and tax planning is big business in Canada and is increasingly vital as Canadians face a rapidly aging demographic. STEP Canada works to protect the trust, estate and tax planning industry by educating the public and government bodies about the important ways STEP Canada members serve Canadians through generating, preserving and transferring wealth.
  • STEP Canada offers members exclusive networking opportunities through non-partisan information sharing at both the national and international levels.
  • Several times a year, STEP Canada branches deliver educational programs and seminars on industry topics and issues to members and non-members across Canada, which are designed to appeal to the organization's diverse membership base.
  • STEP Canada's national conference is regarded as the industry's premier forum, attracting high profile participants and speakers each year to this event.
   

STEP Canada is committed to delivering maximum value to all members.

 
  • STEP Canada is responsive to the needs of its members and is committed to providing them with ongoing opportunities to learn about and respond to industry trends and issues, including regulatory requirements and reform.
  • STEP Canada is a credible voice for the trust, estate and taxation planning industry and continues to play an active role in maintaining dialogue with other institutions and organizations to garner widespread support for its activities.
   

TEP Designation (Trust and Estate Practitioner)

 
  • Full members can use the TEP designation after their name.