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The Estate Planning Council of Toronto

Become a Member

TO APPLY:  Please send your LinkedIn profile to info@epctoronto.ca.

Membership Criteria:

Member applications are accepted from lawyers, insurance agents, brokers, accountants, trust officers, philanthropy advisors or financial planners with 2 years of relevant experience.

There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, philanthropy advisors, trust officers and financial planners. Applicants require 2 years of relevant experience.

Members must be committed to the purposes of the Council, which is dedicated to continuing education and the exchange of ideas in connection with the estate planning process, to ensuring excellence of service, and to fellowship.

Membership Dues and Term

Membership dues are $715.00 + HST and run from October 1 to September 30 annually.

Estate Planning Council of Toronto meets six times a year, generally on the first* Tuesday of the month from October through May. Our meetings comprise a mix of dinner, lunch and breakfast events.

*If there is a conflict with other industry events, this may be adjusted.

2026/2027 Event dates

October 6, 2026 - Dinner (5:30 pm start)
November 10, 2026 - Breakfast (7:30 am start)
December 15, 2026 - Dinner (5:30 pm start)
February 9, 2027 - Lunch (11:30 am start)
April 5, 2027 - Networking Event (5:30 pm start) - This is a collaborative event with Toronto Foundation and The Canadian Association of Gift Planners.
June 1, 2027 - Spring Social (5:30 pm start)

Attendance

Members are encouraged to attend three meetings each year. If illness or other mitigating circumstances prevent a member from attending the the requisite number of meetings, we ask that you contact us to request an exception.

Members and their guests must check in at every meeting attending. If a member fails to sign in, the Executive will have no record of the attendance and the member will be noted as absent.

We need to provide our venues with the total meals required in advance of the event. Should you find yourself available without having registered, we will do our best to arrange dinner service, but are not able to guarantee this.

Guests

Guests are welcome. Please register your guest(s) by the registration deadline to ensure the proper number of meals are ordered. Kindly also provide their title and organization to facilitate a proper introduction.

The guest fee is $150.00 + HST.

Special Dietary Requirements

If a member and/or their guest has special dietary needs, please indicate all meal preferences when registering no later than the 8 days (Tuesday) preceding the meeting date. Late requests may not be accommodated.

Members must pay a penalty of $10.00 if a cell phone goes off during a meeting. The penalty box for deposit of this amount is located at the sign-in table next to the main entrance. All amount collected in the penalty box will be donated to Sick Kids.
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