If you are interested in becoming an EPCV member, please review the criteria for eligibility for membership below, download and complete the Application for Membership and forward as directed on the form.
View: the Articles of Association, past topics and speakers (since October 1999) and a List of Past Presidents.
Criteria for Eligibility for Membership
General Qualifications shall be as follows:
- The applicant must have a minimum of three years relevant experience in estate planning to be considered for membership;
- The applicant must meet the minimum criteria for eligibility for his/her category of member as defined below; applicant will be categorized based on the type of work performed;
- The applicant must be sponsored by two sponsors, both of whom must be members of the Council in good standing; only one of whom may be from the same category as the applicant; and only one of whom may be from the same organization as the applicant.
Each member must have his, her or their place of business within or provide services within, greater Vancouver British Columbia, the boundaries of which shall be reasonable discretion of the Executive Committee from time to time.
Specific Qualifications shall be as follows:
Lawyers
A member in good standing with the governing body for lawyers in British Columbia, presently being the Law Society of British Columbia.
Accountants
A member in good standing with the governing body for accountants in British Columbia, presently being the Chartered Professional Accountants of British Columbia.
Chartered Life Underwriters
A member in good standing with any of:
- the Financial Advisors Association of Canada (Advocis), or
- the Conference for Advance Life Underwriting, or
- such other body as reasonably decided by the Executive Committee from time to time, including any successor organization of the above.
and holds a designation as a chartered life underwriter, or such designation as may replace it from time to time as reasonably decided by the Executive Committee.
Trust Company Representatives
An individual who is a representative:
- of a trust company in good standing with the governing body for trust companies in British Columbia, presently being the British Columbia Financial Services Authority, and
- whose area of expertise is in estate and trust administration
Financial Wealth Management
An individual who is a member in good standing with any of:
- the Financial Advisors Association of Canada (Advocis), or
- the Conference for Advance Life Underwriting, or
- the Canadian Institute of Financial Planning, or
- such other body as reasonably decided by the Executive Committee from time to time, including any successor organization of the above,
and holds a designation as any of:
- certified financial planner, or
- registered financial planner, or
- chartered investment manager,
- personal financial planner, or
- Such other designation as reasonably decided by the Executive Committee from time to time, including any successor designation of the above.
Portfolio Managers
Individual licensed as a portfolio manager and in good standing with the licensing body for portfolio managers in British Columbia, presently being the BC Securities Commission
Family Enterprise Advisor
Individual holding the designation of family enterprise advisor, who is not otherwise eligible under any other category
Gift Planner
An individual who is:
- a member in good standing of the Canadian Association of Gift Planners, or such other body as reasonably decided by the Executive Committee from time to time, including any successor organization of the above, and
- either:
- an employee of or otherwise retained by a qualified donee as defined in the ITA (as defined below); or
- an individual who holds a MFA-P (Master Financial Advisor in Philanthropy) designation, or such designation as may replace it from time to time as reasonably decided by the Executive Committee.
Designated Others
An individual who is:
- an academic: a member of the academic staff of any post-secondary institution within British Columbia;
- a pension consultant: a fellow of the Canadian Institute of Actuaries who specializes in pension consulting, or otherwise experienced in the field of pension consulting; or
- an individual who:
- does not meet the criteria for any other category of membership;
- has specific qualifications, knowledge or experience that the Executive Committee considers will contribute towards the advancement and development of the objects of the Council; and,
- is approved for membership by at least a two-thirds majority of the Executive Committee.