Memberships & Associations

Million Dollar Round Tablethe Premier Association of Financial Professionals® is a global, independent association of more than 72,000 members who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. It is the worldwide standard of excellence in the life insurance and financial services business.


Advocis, The Financial Advisors Association of Canada is Canada’s largest voluntary professional association of financial advisors, representing more than 13,000 members. Advocis offers industry designations, continuing education and advocacy for its members.


The Conference for Advanced Life Underwriting (CALU), comprised of insurance and financial advisors and accounting, tax, legal and actuarial experts represents the interests of CALU and Advocis to Canadian Parliament, Canada Revenue Agency and the Department of Finance to ensure the health and wealth of Canadians through smart long-term planning.


Canadian Initiative for Elder Planning Studies is an association of financial services professionals, real estate agents, medical professionals, care givers, retirement home owners and funeral directors who promote proper and professional treatment and service to Canadian Elders. They confer the Elder Planning Counselor (EPC) designation.   


Canadian Institute of Certified Executor Advisors educates their members to provide tools and resources to assist Executors in providing a standardized level of professional care and conduct. They confer the Certified Executor Advisor (CEA designation).


The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning. Founded in 1952, the Estate Planning Council of Toronto presents a regular program of continuing education and networking meetings for its members.


Scarborough Estate and Financial Planning Council (SEFPC) members are senior professionals from Accounting, Financial Services, Law, Mortgage Investments, Charitable Giving and Social Services backgrounds who meet monthly for lunch and education on topics relevant to their professions and to better serve their client base. Invited speakers are drawn from within the group and from recognized experts in the community. The broad wealth of group expertise also provides members with ‘go-to’ experts in the group.