Memberships & Associations
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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