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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