The Canadian Estate Planning Institute Inc. offers a wide range of consulting services and objective educational programs. These are provided throughout Canada to the public, and to organizations, associations, and companies. Services are also provided outside of Canada.

Services and educational programs provided cover a wide range of issues dealing with retirement planning and the snowbird lifestyle for Canadians wishing to live part-time in the U.S., Mexico, or other countries.

This includes special issues such as: understanding the snowbird lifestyle, popular snowbird locations, tax planning, legal issues, housing options, dealing with US assets, filing wih the IRS, retirement and financial planning, living wills, estate planning, out-of-country emergency medical insurance, buying real estate, selecting professional advisors, and much more.

For further information, please refer to the Seminars section, or to the Contact Us section of this website.