Elder Planning Counselor

Mike and Don both hold the nationally recognized designation of EPC, Elder Planning Counselor. They have achieved this designation by successfully completing an intense and rigorous test of knowledge regarding current seniors’ issues and demonstrating proficiency in all relevant programs about senior’s issues, including aging, health issues, financial planning considerations, long term care as well as end of life issues. The Elder Planning Counselor educational program has been designed by Canadians for Canadian Professionals.

The Elder Planning Counselor designation is given by the Canadian Initiative for Elder Planning Studies. Click here to visit their website.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.