Welcome to the website for the Waterloo Wellington Estate Planning Council.

The Estate Planning Council comprises professionals from the areas of law, accounting, insurance, banking, charitable planned giving, financial planning, and trust.

Meetings run from October through May where topics are presented on the various aspects of estate planning.

The objectives of our Council are:

  • To promote a full appreciation and understanding of estate planning theories and techniques and the roles of members of the Council in estate planning,
  • To encourage co-operation and understanding among the members of the Council, and
  • To make representations to governmental bodies with respect to changes in law and practise in the fields of taxation and estate administration.

Should you have suggestions for future speakers and/or topics for upcoming meetings, please contact a Board Member at one of the phone numbers or email addresses noted below. 

The Board is encouraging new members. If you are aware of anyone who would be interested, please contact a Board Member listed below.

Members are encouraged to circulate this mailer to other interested parties in their firm if they feel the topic/speaker would be of interest. Guests are welcome!