Membership Fee Information
Membership is from September – August and includes five meetings.
Early bird rate: $340 (if paid by September 21, 2026)
Regular Fee: $390
Pro-rated fees apply for those who join part-way through the year. Please contact moc.c1791477441pevf@1791477441rotan1791477441idroo1791477441c1791477441 for details.
2025-2026 New Member Application
(Fill out and submit to Coordinator @ FVEPC.com)
Guests
Estate Planners and Guests invited by FVEPC members – Guest Fee is $95 per dinner meeting. Guests may sign up for events via EventBrite. When registering, select a “GUEST” ticket.
Guests may attend one meeting, then must apply for membership.
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:
- Provide a forum for, and promote communication among, professionals engaged in the planning and administration of estates and planned gifts;
- Offer educational seminars that enhance the professional development of the members;
- Encourage mutual understanding among members of the function of each profession represented in Council membership;
- 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;
- 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 of the Society
2.1 The members of the Society are those persons who become members in accordance
with these Bylaws and who have not ceased to be members.
2.2 Membership in the Society is open to persons who conduct their business or have their
residence located in the Fraser Valley, in the Province of British Columbia, and who are:
(a) members of the British Columbia Bar holding a current practice certificate from
the Law Society of British Columbia;
(b) members of the Chartered Professional Accountants of British Columbia;
(c) trust or estate executives or administrators of financial institutions;
(d) members of the Canadian Association of Insurance and Financial Advisors;
(e) an individual who is a member in good standing and holds a designation as any
of:
(i) certified financial planner, or
(ii) registered financial planner, or
(iii) personal financial planner, or
(iv) personal financial advisor, or
(v) chartered life underwriter, or
(vi) chartered investment manager, or
(vii) such other designation as reasonably decided by the Executive
Committee from time to time, including any successor designation of
the above.
(f) portfolio managers licensed with the British Columbia Securities Commission;
(g) fellows of the Canadian Institute of Actuaries who specialize in pension
consulting;
(h) academics with relevant expertise representing British Columbia post
secondary institutions;
(i) members of the Canadian Association of Gift Planners;
(j) such other persons who, although they do not meet the criteria for any other
category of membership, are deemed by the Board to have qualifications,
knowledge, or experience that will advance the purposes of the Society; and/or
(k) honorary or life members elected by the Membership of the Society using
criteria established by the Board.
(l) members of the Society of Notaries Public of B.C. in good standing
(m) an individual holding the designation of family enterprise advisor who is not
otherwise eligible under any other category.
