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Individuals are invited to join The Fraser Valley Estate Planning
Council and attend dinner meetings to be held five times each year.
The Council will:
1. Provide a forum for, and promote communication among, professionals
engaged in the planning and administration of estates and planned
gifts;
2. Offer educational seminars that enhance the professional development
of the members;
3. Encourage mutual understanding among members of the function
of each profession represented in Council membership;
4. Review existing laws and regulations and draft new ones affecting
the planning and administration of estates and planned gifts and
present the position of the membership of the Council to the appropriate
authorities;
5. Increase awareness and understanding of the mandate of the Council
among potential members, clients of members, other professional
associations, and the general public.
We hope you will consider joining us and enjoying the benefits of
being a member of The Fraser Valley Estate Planning Council. Membership
is open to individuals who meet the membership criteria.
(excerpt from Articles of Association)
Article III MEMBERSHIP
Membership in The Fraser Valley Estate Planning Council is open
to individuals who conduct their business or have their residence
located in the Fraser Valley and who are:
1. Members of the British Columbia Bar holding a current practice
certificate from the Law Society of British Columbia
2. Members of the
a. Institute of Chartered Accountants of British Columbia
b. Certified Management Accountants Association of British Columbia,
or
c. Certified General Accountants Association of British Columbia
3. Trust or Estate executives or administrators of financial institutions
4. Members of the Canadian Association of Insurance and Financial
Advisors
5. Financial Planners with one of the following professional designations:
a. Certified Financial Planner (CFP)
b. Registered Financial Planner (RFP)
c. Chartered Financial Consultant (CHFC)
d. Certified Investment Manager (CIM)
e. Chartered Financial Analyst (CFA)
6. Portfolio Managers licensed with the British Columbia Securities
Commission
7. Fellows of the Canadian Institute of Actuaries
8. Academics with relevant expertise representing British Columbia
post-secondary institutions
9. Others who, although they do not meet the criteria for any other
category of membership, are deemed by the Executive Committee to
have qualifications, knowledge or experience that will advance the
purposes of the Council
10. Honorary or Life Members elected by the membership of the council
using criteria established by the Executive Committee
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