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GRADUATE COMMENTS


Some Comments FROM recent PROGRAM Graduates

Ed Van Der Kooi, CFP, CIM, EPC IPC Securities Corporation
St. Catharines, ON

“During my 26 + professional years in the Financial Services industry I had the pleasure of continuing my education through the coaching from many great instructors. Bob I would include you in this elite group along with Ron Foran and your son Jason.

The Elder Planning Counselor designation program which I attended recently was my first with you as the instructor. The zoom conference method is familiar to me as Jason Watt has use that format for many years in courses I attend with him. I expected high quality and professional delivery to which you achieved with ease. More striking was the course material. The Elder Planning Counselor course provided much coveted continual education credits. But what really struck me was the course scope and to my delight the humanities aspects identified and covered. THANK YOU for opening my eyes to see our elders in a different light.  

I look forward to adding the many concepts we explored to my practice. Niagara has an increasing diverse community. Rich in heritage and an ever expanding inclusive gathering of cultures. Elders have and continue to settle in Niagara. I feel confident to address their growing needs in all aspects of a truly holistic financial plan.”

 
Jacqueline Johnson, CFP., CLU., CH.F.C., EPC
Coast Capital Investments & Insurance Services - Saanichton BC
“Very well rounded, full of current information…great program.” 
 

C.T. Campbell, CFP., EPC 
Investors Group - New Westminster, BC

"Very Intense. Very pointed and highly beneficial.  After fifteen years in the business and eight years in this market, the EPC Designation program will be a great help to the focus and perpetuation of my business.” 

 

Peter Pain, EPC
Peter Pain Agencies - Vernon, BC

“On a personal note, I lost my mother 10 days ago due to Alzheimer’s.  After reading the text book and hearing the presentations, I now understand the tragedy of this illness/disease that lasted for 7 years.” 

 

Carsten Sorensen, EPC
CBS Financial Directions - Banff, AB

“Being in the Financial Services industry has afforded me the pleasure of assisting many people with their planning needs.  This program and it’s designation will significantly enhance my ability to truly make a difference in the lives of the people I work with.  My relationship with my family and friends will most certainly be enriched as well.” 

 

Deborah Curtis, EPC
Banks Financial Group - Mississauga, ON

“Please know that I found the learning experience absolutely outstanding.  The speakers were fabulous and the presentations were very effective.  I cannot express enough how valuable the EPC training experience was for me, both personally and professionally.” 

 

 

EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
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Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street

Beamsville, ON L0R1B5

Toll Free Phone 855-882-3427  Toll Free Fax 866 209-5111
 

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