Our membership provides an opportunity for professionals of various disciplines to meet and learn about ever-changing legislation, tax rulings and other matters of interest pertaining to estate planning. A significant benefit of membership is the fostering of co-operation and sharing of information between the various professions of accounting, insurance, law, financial planning, investment management, trust services and planned giving.
Meetings are held at the Union Club in the Ballroom (located downstairs to the right) on the second Tuesday of every month from September to May.
The format is as follows:
11:45am to 12:00pm - Registration and networking
12:00pm to 12:45pm - Buffet lunch
12:45pm to 1:30pm - Guest speaker
If you have a guest speaker or idea for a topic we welcome your input!
If you are interested in applying for membership please click on the button to send us your information. We require all applicants to provide us their CV to prove that you have the requisite number of years of relevant experience (minimum of three years) and we will also ask you which one of our existing members is nominating you to join. Please note that there are a limited number of memberships in each category of profession and we are frequently at capacity.