OUTREACH & DEVELOPMENT

OUTREACH & DEVELOPMENT

STEP Canada is actively engaged in outreach efforts that raise awareness of the trust and estate profession, promote the TEP designation, and build connections with future practitioners.

Through our presence at university sessions, industry conferences, and partner events, we are working to strengthen the profession, attract new talent, and represent our members across Canada’s professional landscape.

This page highlights where STEP is making an impact by sponsoring, speaking, or attending events that support our mission and the future of the field.

R E C E N T    &    U P C O M I N G    E V E N T S

NOVEMBER 15–19, 2026

CPA Canada Owner-Managed Business (OMB) Course

Location: Delta Hotels Grand Okanagan Resort, Kelowna, BC

STEP Representation: Robbie Brown, TEP (Chair, STEP Canada Education Committee), and Amanda Tattoli (Director of Education, STEP Canada)

JANUARY 28, 2027

Lunch & Learn for Law School Students

12:30PM – 1:30PM MT

Location: Murray Fraser Hall, Room 3360, University of Calgary, Calgary, AB

STEP Representation: Gordon VanderLeek, TEP: VanderLeek Law

NOVEMBER 6, 2026

12:00pm - 6:30pm

CTF ATLANTIC TAX CONFERENCE

Location: Saint Mary's University, Sobey School of Business, Halifax, NS

STEP Representation: STEP Canada National Office Staff

OCTOBER 27, 2026

Lunch & Learn for Law School Students

12:30PM - 1:30PM AT

Location: Room 448, Schulich School of Law, Dalhousie University, Halifax, NS

STEP Representation: Madeleine Tracey, TEP: Stewart McKelvey

A DAY IN THE LIFE

A DAY IN THE LIFE

Step into the world of a TEP professional and see how their expertise helps clients navigate complex trust and estate matters with confidence.

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