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OUTREACH & DEVELOPMENT

OUTREACH & DEVELOPMENT

STEP Canada is actively engaged in outreach efforts that raise awareness of the trust and estate profession, promote the TEP designation, and build connections with future practitioners.

Through our presence at university sessions, industry conferences, and partner events, we are working to strengthen the profession, attract new talent, and represent our members across Canada’s professional landscape.

This page highlights where STEP is making an impact by sponsoring, speaking, or attending events that support our mission and the future of the field.

U P C O M I N G E V E N T S

OCTOBER 27–28, 2025

CTF ONTARIO TAX CONFERENCE

Location: Delta Toronto Airport, Toronto, ON

STEP Representation: Member Services Team

OCTOBER 30, 2025

CPABC / STEP Vancouver Joint Estate Planning Conference

Location: Vancouver Convention Centre, Vancouver, BC

STEP Representation: Member Services Team; STEP Vancouver Board and Members

NOVEMBER 17–19, 2025

CPA Canada Owner-Managed Business (OMB) Course

Location: Queen's Landing, Niagara-on-the-Lake, Niagara-on-the-Lake, ON

STEP Representation: Robbie Brown (Chair of the National Education Committee), Member Services, and Education

FEBRUARY 19–20, 2026

Estate, Trusts and Pensions Journal Conference

Location: Allard School of Law, UBC, Vancouver, BC

STEP Representation: Education Team; STEP Vancouver Board and Members

A DAY IN THE LIFE

A DAY IN THE LIFE

A DAY IN THE LIFE

Step into the world of a TEP professional and see how their expertise helps clients navigate complex trust and estate matters with confidence.

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