Professional. Collaborative. Educational.
Estate planning experts focused on advancing our industry’s knowledge and practices. Join us in our commitment to excellence and innovation.
About us
Guiding legacies, securing futures: Serving families in York Region.
Our council is a professional organization comprised of experts in estate planning who are committed to staying at the forefront of industry trends and best practices.
Through our collaborative efforts, we provide valuable education, resources, and support to help individuals and families navigate the complexities of estate planning with confidence and peace of mind. Join us in shaping the future and preserving the legacy of York Region’s families.
Empowering professionals, enriching expertise in estate planning.
Upcoming Seminars
Joining the Estate Planning Council of York Region
Designed to help you exceed professional expectations.
Continuing Education
Membership offers access to seminars, workshops, and resources that keep you up-to-date with the latest trends and strategies in estate planning, enhancing your expertise and credibility.
Professional Development
Engage with industry leaders and experts to enhance your skills, expand your knowledge, and stay competitive in the field of estate planning.
Exclusive Resources
Gain access to exclusive resources, tools, and best practices that can help you provide better service to your clients and improve your business practices.
Community Impact
Through the council, you can contribute to the community by participating in events and initiatives that promote estate planning education and awareness.
Networking Opportunities
Provides access to a diverse network of professionals in the estate planning field, creating opportunities for collaboration and referrals.
Client Referrals
Being part of the council increases your visibility within the community, potentially leading to client referrals from other members and organizations.
Meet the founding Council
Experts Committed to Excellence in Estate Planning.
President
Vice President
Treasurer
Communications & Administration
Legal Advisor
Founding President
Get in touch
We look forward to hearing from you and welcoming you to our community of professionals.