WiseInvest’s Peyman Salari Achieves Prestigious TEP Designation
WiseInvest is proud to announce that Peyman Salari has earned his Trust and Estate Practitioner (TEP) designation — a globally respected credential awarded to leading professionals in trust and estate planning.
The Trust and Estate Practitioner (TEP) designation is administered by STEP Canada (Society of Trust and Estate Practitioners), the internationally recognized body for professionals specializing in inheritance and succession planning.
According to STEP Canada:
“The Trust and Estate Practitioner (TEP) designation is an internationally recognized, elite credential for professionals specializing in inheritance, trust, and estate planning, administered by STEP Canada. It signals high expertise, adherence to a strict code of professional conduct, and in-depth knowledge of tax rules and wealth transfer. TEPs are typically legal, accounting, or wealth management experts.
Key Aspects of the TEP Designation:
► Expertise & Recognition: TEPs are recognized globally as experts in managing complex, high-net-worth estate planning, including cross-border assets and business succession.
► Trust and Standards: Members must adhere to a strict Code of Professional Conduct, ensuring integrity and high-quality service.
► Routes to Certification: The designation is earned through specific pathways, including examination, essay submission, or demonstrated expertise.
► Continuous Education: TEPs must maintain ongoing Continuing Professional Development (CPD), keeping them updated on changing laws and best practices.
► Professional Network: TEPs are part of a global network (over 22,000 members worldwide).
Working with a TEP provides clients with assurance of specialized knowledge in navigating complicated family situations, tax planning, and legal requirements for, for instance, preparing a will.”
Earning the TEP designation reflects Peyman’s deep commitment to technical excellence, ethical standards, and advanced expertise in estate and succession planning. This achievement strengthens WiseInvest’s ability to serve families, business owners, and high-net-worth individuals with sophisticated planning strategies — particularly in areas such as wealth transfer, tax efficiency, intergenerational planning, and complex family structures.
We congratulate Peyman on this significant professional milestone and look forward to the continued impact of his expertise in helping our clients protect and transfer their wealth with confidence.
Please join us in congratulating Peyman on earning his TEP designation.