Peterborough Estate Planning Council

On Peterborough Estate Planning Council

The Peterborough Estate Planning Council functions as a no profit making company. The Council focuses on providing critical information to the common public. The information provided is on the subject of estate planning – about the various estate planning resources that are on offer at that place.

Members of Peterborough Estate Planning Council

The members of the Peterborough Estate Planning Council are estate planning professionals, who operate in the Peterborough area, and other people who have memberships of no profit making entities. Apart from the chartered accountants and foundations, a number of funeral planners, investment groups, lawyers, banks, financial planners, trust companies and life insurance services providers have been the major members of the Peterborough Estate Planning Council.
The following types of entities are the main members of the Peterborough Estate Planning Council:

• Banks
• Chartered Accountants
• Consultants
• Foundations
• Life Insurance
• Funeral Planners
• Investment Groups
• Lawyers
• Consumer's Groups
• Financial Services

Estate Planning Services of Peterborough Estate Planning Council

The estate planning services of Peterborough Estate Planning Council is provided on the basis of the following points:

• Financial or professional assistants
• People who are important like heirs for example
• Future plans
• Property owned

The Peterborough Estate Planning Council helps its members understand the role the following entities may play with regards to estate planning:

• Charitable Foundations
• Chartered Accountants
• Banks
• Lawyers
• Trust Companies
• Funeral Planning
• Financial Planners
• Investment Dealers
• Insurance Services

Members of Peterborough Estate Planning Council

The following chartered accountants are the members of the Peterborough Estate Planning Council:

• Steven Bark CA
• Eric J Steinmiller CA McColl Turner LLP
• Kevin A. Dunn CA

The following foundations are the members of the Peterborough Estate Planning Council:

• Greg Mather, Fleming Foundation, c/o Fleming College
• Dave R Adams, Five Counties Children's Centre Foundation
• Jennifer Cureton, Development Officer, Peterborough Regional Health Centre Foundation
• Sherry Booth, Manager, Planned Giving Leadership Gifts, Trent University Advencement & External Relations
• Lyn Giles, Executive Director, St. Joseph's Care Foundation
• Len Lifchus, United Way of Peterborugh & District