Fraser Valley Estate Planning Council

FVEPC 25th Anniversary
1997-2022 – Proudly celebrating our 25th anniversary!

The Fraser Valley Estate Planning Council (FVEPC) was founded in 1997 with the support of founding members and Kwantlen University College, to provide a network for professional members.

What can the FVEPC do for you?

  • Provide a network opportunity with other professionals in complementary areas of law, investment and insurance services.
  • Provide an opportunity to learn and enhance your knowledge from interesting speakers who provide up-to-date information on retirement, pension plans, wills and other matters concerning estate planning.
  • Enhance the professional development among potential members, clients of members and other professional associations.
  • Have Fun!

If becoming a member of the FVEPC interests you, check out the membership information section which includes information and fees. Become a part of our network and receive valuable professional development and information relative to Estate Planning.

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Upcoming Events

  • How Does Life Insurance Fit Within Corporate Planning?
    11 Mar 25
    How Does Life Insurance Fit Within Corporate Planning?

    We’re excited to welcome you to our March dinner event featuring Brad Hyde. More details to follow!

    To RSVP, please register via Eventbrite

    Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

    Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

    Speaker: Brad Hyde BBA, CLU, CHS, EPC

    Director, Tax and Estate Planning, Western Canada
    IDC Worldsource Insurance Network Inc.

    Presentation: Understanding where Life Insurance fits in Corporate Planning

    Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

    EVENT SPONSORSHIP AVAILABLE! Email moc.c1737824888pevf@1737824888rotan1737824888idroo1737824888c1737824888 for more information.

    20 May 25

    We’re excited to welcome you to our May dinner event featuring Kathleen Cunningham. This event will also serve as our AGM.

    To RSVP, please register via Eventbrite

    Date and time: Tuesday, May 20, 2025 · 5:30 – 8pm

    Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

    Title: Assisting clients in vulnerable situations

    Presentation Description: In September 2023 STEP Canada released its 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” The presentation will review highlights of the guide and how it can be used to assist professionals when serving their clients.

    Speaker Bio: Kathleen Cunningham, BCom, LLB, MPS, TEP

    Over her career, Kathleen served as Executive Director of the BC Law Institute (BCLI) and the Canadian Centre for Elder Law (CCEL) from 2015-2020, has led the delivery of education, legal support, and risk management at a major Canadian trust company, and assisted the Public Guardian and Trustee of BC with the implementation of personal planning and guardianship legislation, as well as projects addressing financial abuse of vulnerable adults. Kathleen was a member of two BC Law Institute Committees – Modernization of the Trustee Act, and Undue Influence Recognition and Prevention: A Guide for Legal Practitioners. She assisted STEP Canada with the planning, delivery, and final report for its 2021 Symposium on Vulnerable Clients and she is the author of STEP Canada’s 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” Kathleen served on STEP Worldwide Council (2015-2017) and in December 2023 she completed a six-year term on the steering committee for the STEP Worldwide Mental Capacity Special Interest Group.

    EVENT SPONSORSHIP AVAILABLE! Email moc.c1737824888pevf@1737824888rotan1737824888idroo1737824888c1737824888 for more information

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