STEP Canada 28th National Conference
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 1 Jun 2026 – 2 Jun 2026
- Venue
- Toronto
- Location
- Toronto, Canada
- Format
- In person
- Website
- youtube.com
Why STEP Canada 28th National Conference matters for private client and wealth practitioners
The STEP Canada 28th National Conference is a premier event for professionals in the trust and estate industry. Taking place in June 2026, this conference offers both in-person attendance in Toronto and online on-demand viewing options. The event features 19 comprehensive sessions and up to 22.50 hours of valuable CPD/CE credits. Attendees will gain timely insights into the latest trends, developments, and practical challenges shaping the trust and estate sector. With over 50 expert panelists from Canada, the United States, and around the world, the program includes a highly anticipated keynote address and the STEP Canada / CRA Roundtable. Although the in-person portion is sold out, delegates can still register for online on-demand access starting June 8, 2026, which provides full access to all recorded sessions, downloadable materials, and interactive features via the event app. This conference is essential for practitioners looking to build connections, share knowledge, and stay updated on critical industry advancements. By participating, attendees can ensure they remain at the forefront of estate planning and trust administration.
Your post-conference follow-up playbook
Snap a photo of every business card you collect, upload it to Conference Networker, and we'll extract the contacts and draft personalised messages from your templates — ready to send by email or LinkedIn. You can use it before the conference too, reaching out to the attendees you want to meet in advance, not just for follow-up afterwards.
Follow up super fast after the STEP Canada 28th National Conference.
Scan the stack of business cards you collected, and send personalised follow-ups (through email or LinkedIn) in a few clicks.
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