MEMBERSHIPS & ASSOCIATIONS


STEP - Society of Trust and Estate Practitioners
The leading international organization for trust and estate professionals

Estate Planning Council of Toronto
The exclusive group of leading tax and estate planning professionals

CALU
Conference for Advanced Life Underwriting

Advocis
The Financial Advisors Association of Canada

Munich Re Advisory Council
A select group advising Canada's largest reinsurer on design and marketing of insurance products

Jewish Foundation of Greater Toronto
Professional Advisory Committee

Markham Stouffville Hospital Foundation
Allied Professional Network

Canadian Association of Gift Planners
Professionals who advocate philanthropy

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