STEP Canada 20th National Conference

2018 Media Advisory

A formal Media Advisory will be published by STEP Canada in mid May 2018.

Members of the media are encouraged to contact STEP Canada at 1-877-991-4949 x228 to be connected with local industry experts and potential story-support spokespeople. Media attendance is welcome at the conference on May 28-29. To arrange a media pass, please contact Janis Armstrong at 416-712-1170 or

On May 28 and 29, the Society of Trust and Estate Practitioners of Canada (STEP Canada) will be holding its 20th Annual National Conference at the Metro Toronto Convention Centre. The 20,000 members of STEP Worldwide include professionals in the tax, accounting, legal, trust, and insurance industries, as well as wealth management and financial advisers. The conference will deliver superior technical information and business networking opportunities to the expected crowd of 750+ trust and estate practitioners.

About STEP Canada:
STEP Canada is part of STEP Worldwide, the leading international organization for trust and estate professionals. The trust and estate practitioner (TEP) designation formally identifies qualified practitioners and distinguishes them from non-specialists who occasionally deal with trusts and estates. STEP subjects its members to rigorous training and requires them to meet strict educational standards on an ongoing basis. STEP's mandate is to provide a forum for discussion and to advance practitioners’ knowledge of tax, accounting, administrative, statute, and case law through regular branch seminars, symposia, and an annual national conference. STEP Canada also makes 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. There are over 20,000 TEPs worldwide and over 2,500 TEPs in Canada, operating not only as financial advisers but also as professionals in the accounting, trust, legal, and insurance industries.

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