STEP Canada 22nd National Conference

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STEP Canada's 22nd National Conference  |  June 11-12, 2020  |  Toronto

The STEP Canada national program committee is pleased to release the preliminary program for this highly anticipated event. Join us June 11-12 in Toronto for unsurpassed networking and continuing education opportunities.


2020 will mark STEP Canada’s 22nd 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 separately); 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.



From 2019 attendees:

"The STEP conference is always the best in terms of education content and diversity."

"This conference was much more professional, and everything flowed smoothly."

"This conference was one of the best I have ever attended - it was well organized, fantastic food, and the content of the presentations was top-notch."

"This conference was the best of all attended conferences, especially the ratios of age and it was great to see a lot of young practitioners."

"Far none the best large-format conference I attend."

"This conference is THE educational event of the year”



STEP Canada Conference App 2020

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 $80 + 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 2020 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 10.75 hours of substantive continuing professional development (CPD). Accreditation for both substantive and where applicable professionalism is currently pending with regulating bodies.


Thursday Evening Social Event (Sold Out)

Enjoy the company of friends and colleagues in the art deco style venue, accompanied by the Milestones Trio’s easy-listening jazz. This event, which is priced separately from the conference registration, will include a networking reception in the Exhibition Hall on the 3rd floor with beverages and hor d’oeuvres, followed by a three-course dinner with wine in the original Trading Floor on the 2nd floor. Design Exchange is a 9-minute walk from the InterContinental Hotel.

Please note that social event tickets are not included in the price of conference registration and must be purchased at an additional cost. 

We look forward to seeing you in June!

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



  • When

  • Thursday, June 11, 2020 - Friday, June 12, 2020
    8:30 AM - 4:50 PM on Thursday
    8:30 AM – 4:20 PM on Friday
    Eastern Time

  • Where

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

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