Log in


Estate Planning Council of CANADA

What it means to be a member: The Power of Multidisciplinary Collaboration

March 16, 2026 3:37 PM | Anonymous

The Estate Planning Council of Canada brings together over 650 Professionals from 14 distinct disciplines:

  • Accountants

  • Lawyers

  • Financial planners

  • Trust officers

  • Insurance advisors

  • Portfolio managers

  • Gift planners

  • and specialists across the wealth management spectrum.

This diversity reflects a fundamental truth about estate planning: the most effective strategies emerge not from siloed expertise, but from the intersection of tax, law, investment management, insurance planning, philanthropic structures, and family governance.

Our members don't just attend the same events—they collaborate, refer, and solve complex client challenges together.

When a business succession plan requires both corporate tax restructuring and family governance frameworks, or when a philanthropic legacy demands coordination between legal structures and investment strategy, EPCC members have the multidisciplinary network to deliver comprehensive solutions their clients can't find elsewhere.


Join Canada's Fastest Growing Estate Planning Network

Whether you're an established practitioner seeking deeper expertise or building your practice and need trusted referral partners across disciplines, EPCC membership connects you to the collaborative network that sets the standard for estate planning excellence in Canada.

Access our growing library of technical presentations, earn professional development credits, expand your referral network across the country, and gain visibility through our searchable professional directory.

Estate planning is increasingly complex: Join the conversation.


By the Numbers: Our Membership Breakdown



About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



Featured members


2026 Copyright © Estate Planning Council of Canada.  All rights reserved.

View our policies:  Privacy Policy, Terms of Use, Cookie Policy