Interested In Joining?

Fill out the form.

First Name

Last Name

Email Address

Phone Number

Name of your firm, partnership or company

In what category do you practice estate planning?

Life Insurance - employees, representatives or agents of life insurance companies or their subsidiaries or affiliates holding the chartered life underwriter (CLU) designation;

Corporate Trusteeship - employees of trust companies or their subsidiaries or affiliates;

Accountancy - members in good standing of the Chartered Professional Accountants of Nova Scotia

Law - members in good standing of the Nova Scotia Barristers' Society or another Law Society in Canada or a Common Law Country;

Financial Planning - Employees, representatives or agents of financial services companies or their subsidiaries or affiliates holding the certified financial planner (CFP) designation;

Charitable Gift Planning - members in good standing of the Canadian Association of Gift Planners;

Other

Verify you are not a robot