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.