MEMBERSHIP 

Eligibility for Membership

To be eligible for membership in the Estate Planning Council of Calgary, you must:

  1. Have your place of business within the City of Calgary, Alberta;
  2. Be recommended for membership by a current member;
  3. Agree to abide by the Articles of Association of the Council; and
  4. Belong to one of the following five groups:
    • Barristers and Solicitors who are active members of the Law Society of Alberta and who are engaged in the public practice of law;
    • Chartered Accountants who are active members of the Institute of Chartered Accountants of Alberta and who are engaged in the public practice of accounting;
    • Chartered Life Underwriters actively engaged in the marketing of life insurance and related products;
    • Trust Company Representatives employed by a trust company; and
    • Individuals of professions or businesses involved in estate planning who in the opinion of the Executive Committee are engaged in estate planning and are able to subscribe to the objects of the Council and would be compatible with the other members of the Council.

Membership Approval Process

The Council Executive meets several times each year. At each meeting, the Membership Chair presents pending applications to the Executive for approval. The Executive considers the total membership limit, the number of current members in the applicant’s category, the number of members associated with a particular firm, and the applicant’s qualifications and suitability as a member of the Council. Membership applications are approved at the discretion of the Executive.

Once approved as a member, you are expected to attend at least 2 meetings per year to keep your membership active.

Membership Limit

Membership in the Council is limited to a total of 150 active members, as well as Honourary and Life Members. The Council Executive strives to have an equal number of members in each of the professional categories.

The Council is actively seeking new members in the Chartered Accountant, Chartered Life Underwriter, and Trust Company Representative categories. If you are eligible under one of these categories and interested in joining the Council please contact the current Membership Chair.

Fees

Annual dues are $325.00 plus $16.25 GST totalling $341.25.  In addition to the other benefits of membership, the annual dues include six elegant meals at the Calgary Golf and Country Club.  Members may bring a guest to any of the meetings at a cost of $65.00 plus $3.25 GST totalling $68.25 to cover the guest meal. 

If you have any further questions, please contact the Membership Chair.

Upcoming events

06 Nov 2017 5:30 PM • Calgary Golf and Country Club
04 Dec 2017 5:30 PM • Calgary Golf and Country Club
05 Feb 2018 5:30 PM • Calgary Golf and Country Club

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