The Estate Planners' Council of Halton (EPCOH) began in 1999 as the Estate Planners' Council of Oakville.
We have since expanded our membership to professionals who are committed to expanding their expertise in estate planning and who live or work in Halton Region. Our membership includes professionals from the following areas:
- Financial planners / Insurance advisors / Investment advisors
- Estate professionals
These professionals specialize in matters such as:
Our purpose is primarily educational. Our dinner meeting format promotes the sharing of information and interdisciplinary discussion on topics pertinent to matters of estate and tax planning. Speakers come from our own membership as well as those invited from outside our community who are recognized leaders in their fields.
- Tax planning for investment and retirement income;
- Meeting personal and financial goals from the estate;
- Reducing the tax impact at death on family, business partners and heirs.