STEP Canada

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STEP Canada

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from STEP Canada, Nonprofit Organization, 45 Sheppard Avenue East, Suite 510, Toronto, ON.

As part of STEP's global community, STEP Canada represents 4,000 trust and estate professionals who help families and individuals plan for their best possible futures.

04/21/2026

Why do families and advisors choose to work with a Trust and Estate Practitioner (TEP)?

TEPs bring recognized qualifications, relevant experience, and a commitment to high professional standards. They help clients navigate complex trust and estate matters with care, clarity, and a focus on long-term outcomes.

When planning for the future, working with a TEP can provide confidence in the process and peace of mind.

Learn more about the value of working with a TEP at https://step.ca/tep-explained?utm_source=facebook&utm_medium=organic&utm_campaign=tep_awareness&utm

04/14/2026

STEP Canada is part of a global professional community.

STEP.org connects Trust and Estate Practitioners (TEPs) across jurisdictions, setting international standards and supporting education, collaboration, and professional development worldwide. This global network strengthens the work of STEP members in Canada and beyond.

Learn more about the global STEP community at step.ca.

You can also explore the value of working with a TEP here: https://step.ca/tep-explained?utm_source=facebook&utm_medium=organic&utm_campaign=tep_awareness&utm

04/07/2026

Starting your journey in trusts and estates?

The Certificate in Estate and Trust Administration, or CETA, is designed for early career professionals looking to build foundational knowledge and practical skills. It offers a strong introduction to the profession and can be a first step toward further qualifications with STEP.

Explore how CETA can support your career path at https://step.ca/tep-explained?utm_source=facebook&utm_medium=organic&utm_campaign=tep_awareness&utm

03/31/2026

Unable to attend the 28th National Conference in person?

Beginning on Monday, June 8, 2026, access the on-demand online version to experience the same expert-led presentations and insights. This will be available on-demand, allowing you to watch at any time.

Stay informed, sharpen your expertise, and engage with the latest thinking in the trust and estate profession, all at your convenience.

Learn more here: https://web.cvent.com/event/17ece7ad-da51-41b5-8de7-732a5bc1a056/summary?RefId=STEP.CA

03/16/2026

Canada is in the midst of a historic wealth transfer, with more than $1 trillion expected to pass between generations. As highlighted in recent industry research, families are seeking skilled, trusted advisors to help them navigate this transition with confidence.

This moment underscores the growing need for highly trained Trust and Estate Practitioners (TEPs) who understand not only the technical issues, but also the human and family dynamics involved.

TEPs are uniquely positioned to meet this demand and guide families through one of the most significant financial transitions of their lives.

Discover how STEP Canada and TEPs are shaping the future of wealth planning at https://step.ca/tep-explained?utm_source=facebook&utm_medium=organic&utm_campaign=tep_awareness&utm

03/10/2026

Families face increasingly complex decisions when planning for the future. TEPs (Trust and Estate Practitioners) help by providing clarity, confidence, and continuity.

TEPs support families by structuring estates and trusts to meet long-term goals, navigating tax and legal complexities, and helping preserve wealth across generations. They also bring an integrated, multidisciplinary perspective that puts family objectives first.

That is why families turn to TEPs when the stakes are high and the planning needs to be right.

Learn how TEPs make a difference at https://step.ca/tep-explained?utm_source=facebook&utm_medium=organic&utm_campaign=tep_awareness&utm

03/05/2026

Thinking about becoming a Trust and Estate Practitioner?

STEP Canada offers flexible pathways to the Trust and Estate Practitioner (TEP) designation, designed to reflect your experience and career stage. You can qualify through the Diploma Route, the Essay Route, or the Expertise Route for established professionals with deep industry experience.

Each route upholds STEP’s global standards while recognizing that there is more than one way to demonstrate knowledge in trusts and estates.

Explore the routes to the TEP and find the one that fits your professional journey at https://step.ca/tep-explained?utm_source=facebook&utm_medium=organic&utm_campaign=tep_awareness&utm

02/25/2026

What is a TEP?

A Trust and Estate Practitioner, or TEP, is a globally recognized professional with advanced knowledge in trusts, estates, and wealth planning. TEPs meet rigorous education, experience, and ethical standards, ensuring they provide trusted guidance to families, business owners, and individuals.

In Canada and around the world, the TEP designation signals professionalism, credibility, and a commitment to excellence in helping families plan for their futures.

Learn more about the TEP designation and its value at step.ca.

Address

45 Sheppard Avenue East, Suite 510
Toronto, ON
M2N5W9

Website

https://step.ca/

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