Each year, millions of Canadians retire and face the big adjustment of life on a fixed income. The transition from wage earning years to retirement is never easy and with 15% of Canada’s population 65 years of age or older, working professionals who interact with elders are in a unique position to meet the needs of this growing demographic.
The Elder Planning Counselor (EPC) program is a series of informational, workshop-styled seminars offered at Ashton College in partnership with the Canadian Initiative for Elder Planning Studies (CIEPS) and is the first elder-focused educational program of its kind. It is designed by Canadians and for Canadians.
The comprehensive classroom modules that make up the EPC curriculum are designed to enrich the knowledge and understanding of those working with the 50+ age group by educating them on the evolving and specialized needs of Canada’s elders.
Delivered by industry specific experts, Ashton’s EPC program will enable you to assist the elderly in financial planning and care and most importantly, in terms they will accept and appreciate.
The EPC is recommended for:
Insurance and Financial Planners
Anyone working with or caring for individuals over 50
Rhona Konnelly has over 3 decades of diverse insurance, financial and estate planning experience. She has served for many years in senior Specialist and Director roles with some of Canada’s leading financial services organizations. Rhona earned her Chartered Life Underwriter’s Degree (CLU) in financial services and estate planning in 1998. In 2005 she received the Elder Planning Counselor (EPC) designation and Certified Professional Consultant on Aging (CPCA) designation; both of these credentials build on her in-depth experience and assist her in advising elders and their families on the financial, social and health aspects of retirement.
Becky Wong holds a Bachelor of Commerce (Honours) from the University of Manitoba and has a wide variety of accreditations, including the Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Elder Planning Council (EPC). Becky owns a financial planning practice and is also a contributing editor for Canadian MoneySaver Magazine.
David Dalton has been a wealth management professional since 1997, both as an institutional advisor, as well as an independent financial planner. He holds the CFP, CLU, CHS, and CPCA designations. Besides instructing for Ashton College since 2006, he has presented at dozens of community engagements ranging from non profit groups, government agencies, trade shows, as well as consumer groups on topics from Socially Responsible Investing, all the way to taxation and estate planning. Financial literacy is near and dear to his heart and educating and training those who advise others is particularly fulfilling.
Sonny Sahi has been in the Financial services industry for over ten years, the bulk of which has been spent on providing financial planning advice to his clients. Sonny draws on his investment expertise and years of financial planning experience to help his clients realize their financial goals. Sonny has attained his Certified Financial Planner designation (CFP) as well as a Bachelor’s of Business Administration degree (BBA).
Derrick Mo started his financial advisory career in 2008 in Vancouver, Canada. Derrick used to work in Canada’s top brokerage firms as a financial advisor, a mortgage broker and a private equity market specialist, HSBC Bank Canada’s Wealth Management division as an account manager and a mutual fund representative. Derrick is now working for a mutual fund company that specializes in emerging market investment.
Derrick received a bachelor degree, major in Business Administration and Management, with honours from Harvard University. Derrick also completed Business Analysis and Project Management certificates from Duke University. Derrick has completed many professional courses such as Life License Qualification Program (LLQP), Canadian Mortgage Brokerage Course, Investment Funds in Canada (IFIC), Canadian Securities Course (CSC), Exempt Market Product (EMP), Financial Planning I&II and CFP Capstone course. Derrick is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.
Julie Kwan began her financial career at a multinational brokerage firm. She developed a passion for helping professionals protect their wealth and family. Julie focused her career by working as a group and life insurance marketing manager at one of Canada’s largest insurance carriers. There, she worked with financial advisors and clients on complex, high net worth life insurance solutions. Four years ago, Julie helped develop BCMA Agencies Ltd., the insurance advisory services arm of Doctors of BC, an association for the province’s physicians. As Business Development Manager of Insurance, Julie manages a dynamic team of advisors and administrators. She is also instrumental in marketing and product development. Julie holds the Certified Financial Planner, Group Benefits Associate and Chartered Life Underwriter designations. Julie graduated from Simon Fraser University with a Bachelors of Business degree in Marketing.
Jason Wong has extensive knowledge in the wealth management industry, and has been practicing financial planning since 2001. Jason started his career through the financial advisory channel in one of the major banks. He then moved on to the independent channel to assist his individual and business clients to achieve their financial goals through comprehensive financial planning. Jason is also a consultant to support financial advisers to provide wealth management solutions to their clients.
Jason holds several industry accreditations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Derivative Market Specialist (DMS). His holds an Master of Business Administration from the University of Manchester, which is consistently ranked as one of the top global business schools under Financial Times Global MBA rankings.
James Grill has been in the Wealth Management industry in the central Fraser Valley since 1990. James holds numerous industry accreditations: Certified Financial Planner (CFP), Canadian Health Insurance Specialist (CHIS), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), Certified Professional Consultant on Aging (CPCA), Fellow of the Canadian Securities Institute (FCSI), Chartered Strategic Wealth Professional (CWSP), Certified Life Underwriter (CLU), and Accredited Investment Fiduciary (AIFP).
Robert Mawhinney has over twenty years of experience in the Financial Sector as a Gold Research Analyst, Gold Trader, Foreign Exchange Market Maker/Inter Bank Dealer, Corporate Foreign Exchange Adviser and Investment Adviser. Robert holds an Economics Degree from Glendon College of York University and is currently an Investment Adviser with Global Securities.
After entering the investment industry in 1999, Bryan Dar Santos started an investment research company that provides independent analysis of investment products and strategies in addition to providing consultation and training to financial advisers. Bryan is also the publisher and chief editor of Life Cents Magazine, a consumer publication that helps Canadians to understand the role of money in our everyday lives and to enhance how we earn, grow, save and protect our money.
Peter Labrie is a finance expert who has been practicing for over twenty years. Peter has global experience in the financial services industry, having worked in countries such as France, China, the Netherlands, Singapore and the United States. Peter is educated in finance and industrial psychology and knowledgeable in business development, process improvement, managing a corporate treasury and negotiating large-scale business deals.
Rhona Konnelly is an accomplished Insurance and Estate Planning Consultant with over 28 years of diverse financial and estate planning experience. She has served for many years in senior Specialist and Directorship roles with many of Canada’s leading financial services organizations, including Investors Group, Nesbitt Burns Financial Services Inc., Berkshire Insurance Services Inc., Canada Life Assurance Company, and Foresters.
Rhona earned her Chartered Life Underwriter’s Designation (CLU) in financial services and estate planning from the Canadian Association of Insurance and Financial Advisors (CAIFA) in 1998. In 2005, Rhona received the Elder Planning Counselor (EPC) designation through the Canadian Initiative for Elder Planning Studies and the Certified Professional Consultant on Aging (CPCA) designation through the Society of Certified Senior Advisors. Rhona is also the President of the North Shore Vancouver Chapter for CARP (Canada ‘s Association for the 50Plus).
Steve Fooks is currently a training manager at Freedom 55 in Vancouver. He has held several executive positions in the financial services industry over the past 15 years and graduated from Wilfred Laurier University in Waterloo, Ontario, with an Honours degree in Business Administration. He also holds the Certified Financial Planner (CFP) designation and is a Certified Executive Coach.
Steve, who has been a member of Ashton’s faculty for several years, is currently teaching Ashton College’s Life Licence Qualification Program (LLQP) and Certified Financial Planner (CFP) courses.
Ian Whiting obtained his Chartered Life Underwriter (CLU) in 1987 while completing his Investment Funds Institute of Canada (IFIC) qualification. He completed his Fellowship in the Life Management Institute with a specialty in Financial Services in 1988. In 1989, Ian completed qualifications for his Chartered Financial Consultant (CFC) designation. In 1992, he qualified as an Associate of the Academy of Life Underwriters and in 1993 he completed his Associate, Customer Service designation program through LOMA.
In 1997, Ian qualified as a Certified FInancial Planner (CFP) and also completed his courses and exams to obtain the Associate, Insurance Agency Administration designation. In 1999, he completed the study and examinations to qualify as a Trading Officer, Partner and Director for Mutual Funds with the BC Securities Commission. As a result, he is also qualified as both a Branch Compliance Manager and Head Office/Provincial Compliance Officer.
Although Sam Sharma began his career in the sciences, earning himself a Bachelor of Science and a Masters in Materials Chemistry from the University of Jamia in New Delhi, India, he made the leap to the world of finance a few years later when he graduated with a Master of Business Administration (Finance) from the University of New England in Australia in 1996. Launching his career in the financial services industry, Sam has worked mostly for banks, earning himself awards and recognition for his achievements.
Sam teaches Ashton College students about Mutual Funds in the Canadian Investment Funds course.
Byron Boone has nearly three decades of financial sales and management experience. A believer in continuous learning, Byron holds a Bachelor of Arts (Economics) from the University of British Columbia, an Executive Master of Business Administration from Simon Fraser University, and a Certificate in Financial Management from British Columbia Institute of Technology. Byron also has more than a dozen finance-specific licences and designations, including the Life Licence Qualification Program (LLQP) and Certified Financial Planner (CFP).
Becky Wong holds a Bachelor of Commerce (Honours) from the University of Manitoba and has a wide variety of accreditations, including the Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Elder Planning Council (EPC).
Becky owns a financial planning practice and is also a contributing editor for Canadian MoneySaver Magazine.