Founded in 1952
The Ottawa Estate Planning Council (OEPC) is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning. The OEPC was founded in 1952, by the patriarch of the Ottawa Life Insurance industry, the late George Perrin.
Meetings Several Times Yearly
The OEPC presents a regular program of continuing education and networking meetings for its members.
The Ottawa Estate Planning Council meets several times a year, usually on the first Wednesday of the month from November to April. At each meeting a featured speaker is invited to present on a current topic and how it is related to estate planning.
Sponsorships
The Ottawa Community Foundation | Season Partner
The Ottawa Community Foundation is a charity for charities. It leverages philanthropic resources to strengthen and empower the charitable sector in the National Capital Region and beyond. We create positive, systemic, and sustainable impact with engaged philanthropy, strategic granting, social infrastructure building, and community leadership. As an efficient, inclusive, and diverse giving platform, we support all charitable causes by helping philanthropic-minded citizens craft their legacies and make the community a better place for all.
J.R. Saint & Associates | OEPC Sponsor
Established in 1984, J.R. Saint & Associates is a respected financial services brokerage firm focused on providing clients with trusted advice and planning. We look at the whole picture: investment and savings needs, retirement plans, income projections and tax planning. Knowing our clients’ investment objectives, risk tolerances, taxation concerns and working with leading insurance and investment companies allows us to develop programs tailored to each individuals’ needs. At J.R. Saint & Associates our clients’ financial goals become our priority.
