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STEP Canada

Overview:

STEP's aims include raising the public profile of trust and estate work as a profession. In order to hold and maintain STEP's Trust and Estate Practitioner ("TEP") designation, STEP members must maintain ongoing educational requirements. Prospective members must pass rigorous training standards.

A key element of STEP's ongoing mandate is to provide a forum for discussion and advancement of practitioner knowledge of relevant tax, accounting, administration, statute and case law through regular branch seminars, symposia, and an annual national conference.

STEP Canada is also active in making representations of a technical nature to government, policymakers and related professional bodies, with the goal of promoting better understanding of trusts and estates, and improving related law and policy.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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