CBA-BC | NewsSubscribe to RSS

An Invitation to Participate in a Survey - STEP Canada

  • December 01, 2014

On Nov 5th, STEP Canada (the Society of Trust and Estate Practitioners) launched a survey asking its members from across Canada about their experiences at financial institutions with respect to: estate documentation, release of assets, enduring power of attorney documentation and instructions from attorneys. STEP Canada has invited CBA Wills & Trusts members to participate in the survey

Planned Giving Seminar

  • October 22, 2013

Members of the Section may be interested in the Louis Brier Jewish Aged Foundation Planned Giving Seminar, a Cocktail Reception & Presentation.