Why Choose a Professional with a TEP Designation?
Choosing a professional to help you to deal with such important and often sensitive issues can be difficult. Many aspects of planning are non-regulated, meaning anyone can write a will, for example, regardless of training or expertise. With a TEP, you’re in safe hands, as we work with your legal team to ensure you have the best advice possible.
TEPs are recognized experts in their field, with proven qualifications and experience.
TEPs are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community.
TEPs are required to maintain and develop the knowledge and skills relevant to their role as a condition of their continued membership. This means TEPs will always be up-to-date with the latest legal, technical and regulatory developments that may affect you and your situation.
2,400 Canadian TEPs have access to a global network of 19,500 advisors and professionals, enabling them to share knowledge and expertise across professional and geographical boundaries and to offer a joined-up service that can really add value to you as a client.