STEP Canada | The Society of Trust and Estate Practitioners (Canada)

As part of STEP's global community, our primary mission is to empower our members and provide optimal opportunities for their success. We have remained committed to this goal since our establishment in 1998. We represent nearly 3,700 trust and estate professionals countrywide who are dedicated to helping families and individuals plan for their financial futures. To maximize the membership experience, we provide thought leadership, ongoing learning opportunities and networking events to enhance their professional development. We strive to create openness, encourage inclusivity, and create engagement opportunities that contribute to the future of the profession. As a community of dedicated industry professionals, we are committed to supporting our members and elevating the future of the profession in Canada. We build awareness of the STEP brand and prepare the next generation of trust and estate professionals. Our members are expected to meet our rigorous standards and adhere to STEP’s Code of Professional Conduct to deliver superior service to their clients. We strive to create an atmosphere where growth, engagement and collaboration are strongly encouraged to maximize their membership experience. An engaged membership will contribute to the development and future of the trust and estate profession.