Mr Jeff Halpern
TEP CPA CA

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

220 Commerce Valley Drive West,
3rd Floor
Markham
ON
L3T 0A8
Canada

Email: jeff.halpern@td.com
Telephone: +1 905 707 5603
Practice Areas: Family business, Insurance, Tax, Trust planning/administration, Succession planning
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Profession:
Accountant / Banker / Estate Planner / Insurance Advisor / Tax Advisor / Trustee/Fiduciary / Wealth Management
Firm:
TD Wealth
Branch/Chapter:
STEP Toronto
Committees:
Professional Development Committee, Professional Standards Committee, Toronto Branch Committee
Special Interest Groups:
Business Families | Cross-Border Estates

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