STEP Canada 20th National Conference

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STEP Canada's 20th National Conference  |  May 28-29, 2018  |  Toronto

As of May 26th pre-registration is closed. If you would like to attend this event, we are accepting registrations on-site on Monday, May 28th at the Metro Toronto Convention Centre. Please note the conference starts at 8 AM. 
The STEP Canada national program committee is pleased to release the final program for this highly anticipated event. Join us May 28-29 in Toronto for unsurpassed networking and continuing education opportunities.


2018 will mark STEP Canada’s 20th National Conference, featuring a number of sought-after speakers who will discuss the latest trends and developments in wealth management. We are anticipating another record-breaking year as our Program Committee strategically planned two unique days filled with invaluable, practical, and timely discussions and events. The STEP Canada national conference has established itself as a must-attend event for Canadian and international practitioners as well as partnering sponsors.

In addition to talks by thought-provoking speakers from around the globe; we offer attendees the exclusive and robust STEP Canada native conference app, which delivers all available presentations and papers; pre-loaded USBs; breakfasts, lunches, and health breaks; a traditional conference binder of materials (priced separatley); an attractive conference bag; and access to many industry-related organizations whose services are showcased in the exhibit hall.

Parallel streams allow participants to select sessions that feature the latest developments in trusts and estates, as well as practical commentary from our panels of experts. Plenary and concurrent sessions provide practitioners from all disciplines with information that will greatly enhance the value of their practices.

Comments from 2017 Conference Attendees

Exceptionally wonderful - the amount of information that was passed on to us, the knowledge, the insights.”

“It was fantastic! Very informative, lots of good information, I really enjoyed it!”

“It exceeded all of my expectations in every way shape and form, from breaks, to the lunchtime speaker, to the breakout sessions in the afternoon. Everything was relevant, everything was fantastic.”

“I look forward to this conference each and every year. It’s a wonderful opportunity, not only to hear some of the smartest minds in the world of estate and tax planning in Canada but also to network with all the wonderful members of STEP across the country and internationally.”

“I enjoyed the technical content the most - it's difficult to choose sessions to attend, all are relevant to my practice!”

“Good networking opportunity, strong content!”

STEP Canada Conference App 2018

This indispensable app features detailed schedules, speaker and sponsor lists, alert notifications, an online question feature, session notes, downloadable conference materials, surveys, interactive maps, and social and contact-sharing information. (Please note that traditional paper binders are priced separately.)

Printed Conference Materials in Binders

Printed materials are available at the nominal charge of $50 + HST for registrants who order a binder before the conference begins. STEP Canada’s aim is to create a more sustainable event by reducing printed materials.

Continuing Professional Development: Substantive & Professionalism

The 2018 STEP Canada full conference program is designed to meet the continuing education requirements of provincial law societies, accounting institutes, and other professional associations by offering a minimum of 10 hours of substantive continuing professional development (CPD). Two 90 minute sessions (3 hours) have been designed for professionalism accreditation. Approval is currently pending with applicable regulating bodies.

Monday Evening Black Tie Gala Event

Celebrate STEP Canada’s 20th anniversary at REBEL, Toronto’s premier waterfront entertainment complex. Enjoy the company of friends and colleagues in a state-of-the-art concert hall, inspired by opulence and avant-garde design. The evening features a networking reception with beverages and hor d'oeuvres, followed by a three-course meal with wine, entertainment, special remarks, and Canada's very own Jonny Harris as our emcee for the evening. Menus may be selected when tickets are purchased.

For convenience, coach buses have been arranged to transport guests from the host hotel, the Delta, to the venue, and return guests to the Delta at the end of the evening. Tickets can be purchased online during conference registration or separately at a later date.

Please note that gala tickets are not included in the price of conference registration and must be purchased at an additional cost. More details will become available closer to the date of the event.

We look forward to seeing you in May!

STEP Canada | 1-877-991-4949 ext 221 |


  • When

  • Monday, May 28, 2018 - Tuesday, May 29, 2018
    8:00 AM - 5:00 PM on Monday
    8:00 AM – 4:00 PM on Tuesday
    Eastern Time

  • Where

  • The conference sessions will be held at the:
    Metro Toronto Convention Centre
    222 Bremner Boulevard, South Building
    Toronto, ON 

  • Accommodations

  • The official host hotel is the:
    Delta Toronto
    75 Lower Simcoe
    Toronto, ON 

    Phone: (416) 849-1200
    Toll-free: 1-844-496-8542 (Canada and US)
    Reservation Link: 

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