The Society of Trust and Estate Practitioners (STEP)
STEP is a multi-disciplinary organization with the most experienced and senior practitioners in the field, including lawyers, accountants, financial planners, insurance advisors and trust professionals. They provide domestic and international advice on trust and estates, including planning, administration and related taxes.
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Chartered Life Underwriter (CLU)
For more than 80 years, the CLU designation has been widely recognized as a mark of excellence and is Canada's premier wealth transfer and estate planning designation.