Join Us for the Final Seminar!

In-Person Viewing Only
4:00 pm - 6:00 pm ET 
Aird & Berlis LLP, 1800-181 Bay Street, Toronto
Followed by a Social Event

MODERATOR & SPEAKERS

Marni Pernica

LLB, TEP, Toronto
Aird & Berlis LLP

Hemal Balsara

CPA, CA, CFP, FEA, TEP, Mississauga
Manulife Financial

Rachel Blumenfeld

LLB, TEP, Toronto
Aird & Berlis LLP

Chantal Copithorn

CPA, CA, TEP, Toronto
PwC Canada

Ian Lebane

LLB, LLM, TEP, Toronto
TD Wealth

David P. Stevens

LLB, DDN, TEP, Toronto
Gowling WLG (Canada) LLP

Join fellow STEP members for an interactive, multi-disciplinary workshop designed to explore the sophisticated strategies and structures in estate planning for ultra high net worth families. Through a detailed case study participants will engage directly with industry leaders to examine a complex case study designed to draw on everyone’s expertise. This collaborative format will encourage active discussion, strategic thinking, and practical application of advanced planning techniques. Given the dynamic nature of this program, in-person attendance is required, and the seminar will not be recorded.

Individual Seminar Pricing: Members / Inactive Student $100 | Active Students/Affiliates/Associates $55 | Non-Member $145

IMPORTANT NOTICES:

1. On-demand viewing is available for branch bundle registrants. For more information on the STEP Toronto Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

A big thank you to our dedicated sponsors for their continued support.

Click here to discover more about these organizations.