Estate Planning Council of Abbotsford (EPCA)
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Estate Planning Council of Abbotsford (EPCA)

Estate Planning Council Abbotsford, BC

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Scott Findlay  BA, CFP
President

Valley-Wide Financial Corp
#304 – 2752 Allwood Street
Abbotsford, BC
V2T 3R7

IFB Director for BC

Speciality:
Corporate planning, Estate planning

Phone: 604-853-8100
Email: sfindlay@valley.bc.ca
Website: http://www.valley.bc.ca/
LinkedIn: ca.linkedin.com/pub/scott-findlay/1/9b1/249

Member since: 2011


Category: Financial Advisors
Location: Abbotsford

2021/22 Schedule

Sept. 15: Kevin Headland, Manulife – Market Update

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

Nov. 17: Jessica Lowe, Solus Trust – Insights into a Corporate Trustee

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

Feb. 16: MP Ed Fast

Apr. 20: Bryan Yu, Central 1

May 18: Mike Johnson, IIAS – Digital Assets

Jun. 15 

Join us!

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

RSVP by emailing coordinator@epca.ca

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 coordinator@epca.ca

Recent Postings

  • Protected: Insights into a Corporate Trustee November 17, 2021
  • Protected: Estate Planning Landscape Update October 20, 2021
  • Protected: Market Update: Recommendations on the best areas to invest currently October 6, 2021
  • 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

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.

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