STEP Canada’s Vancouver Island Chapter
On September 14, we had a good group of our Victoria/Duncan managers attend the launch of STEP Canada’s Vancouver Island
STEP, the Society of Trust and Estate Practitioners, is a world-leading representative and training organization for trust and estate practitioners. STEP can help accountants, financial planners, lawyers, trust officers, insurance specialists, and wealth managers.
If you are interested in becoming a member, please see their website here
We are keeping an eye on an upcoming event in January 2027: Taxation at Death and Post Mortem Planning