STEP Canada

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

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

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

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

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

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

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.