The Society of Trust and Estate Practitioners is the leading international organization for trust and estates professionals. Headquartered in London, England, it has more than 18,000 members worldwide in 99 countries.

STEP Canada, founded in 1998, has almost 2,000 members with branches in the following cities and regions: Atlantic, Montreal, Ottawa, Toronto, Winnipeg, Calgary, Edmonton and Vancouver.

STEP is a multi-disciplinary organization with the most experienced and senior practitioners in the field, including: lawyers, accountants, financial planners, insurance advisors and trust professionals. They provide domestic and international advice on trust and estates, including planning, administration and related taxes.

• Montreal Branch (1 event)
• Toronto Branch (6 events)

Is the NEW STEP Diploma for Canada for you?

Four courses covering the major areas of estate planning expertise:
Law of Trusts Taxation of Trusts & Estate Wills, Trust & Estate Administration Trust & Estate Planning	Click here for details on the STEP Diploma
Please note: All new applications, membership dues and fees are subject to the tax respective to the province in which the applicant resides. For further information, please contact Minita Chandy at 416-491-4949 x 221 or memberservices@step.ca

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