Estate Planning Council of Abbotsford (EPCA)
Navigation

Estate Planning Council of Abbotsford (EPCA)

Estate Planning Council Abbotsford, BC

  • Members
  • About
    • Membership
    • Board of Directors
    • Constitution
    • PD Credits
  • Meeting Information
  • Past Presentations
  • Contact

Chilliwack EPCA Members

Name Company City Profession
David T. Robinson Assante Capital Managment Ltd. Chilliwack Financial Advisors
Edward K. Kaye Waterstone Law Group LLP Chilliwack Lawyers
Kenn Sundberg Wellspring Management Chilliwack Financial Advisors
Steven Araki KPMG LLP Chilliwack / Abbotsford Accountants

Upcoming Meetings

Sept. 15: Kevin Headland, Manulife – Market Update

Oct. 20: Rose Shawlee, Harper Grey LLP – Estate Planning Landscape Update

Nov. 17: Jessica Lowe, Solus Trust

Jan. 19: Stephanie Daniels, Farris LLP – Will or Trust: When to Choose One or the Other

Feb. 16

Apr. 20

May 18

Jun. 15

Join us!

Guests:
$15/ online meeting
$35/ in-person meeting

RSVP by emailing [email protected]

Members:
$175 annually
• Earn PD Credits
• Monthly networking opportunities
• Add value to your client relationships
• Join us in pursuing excellence in our field

Email the membership application to [email protected]

Recent Postings

  • Protected: Planning for Elder Care: a look at the process and costs involved June 17, 2021
  • Protected: Legal Panel Discussion: Advanced Care Planning May 19, 2021
  • Protected: The Evolution of Estate Philanthropy in Canada April 27, 2021
  • Protected: Estate Planning and Structuring Opportunities to Minimize Taxes February 18, 2021
  • Protected: Donor Advised Funds as Giving Vehicle January 20, 2021

EPCA Information

  • Board of Directors
  • Constitution
  • Contact Us
  • Meeting Information
  • Members
  • Membership Information
  • PD Credits

Estate Planning Council of Abbotsford

Information and resource centre for members, their clients and other professionals concerning will planning, pensions, retirement, wealth building and wealth preservation and tax planning through a speaker’s program and educational archives.

Contact Us