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Elder Planning Counselor (EPC)
 
 
   

PRODUCTS & SERVICES

Independent Deposit Broker – GIC Term Deposits
•    Member of the FCIDB
•    RRSP's, RRIF's or Non – Registered
•    Agents for over 30 companies which are all CDIC insured
           
Mutual Funds - I.F.S. Securities Inc., (Mutual Fund Dealer)
•    Independent with a variety of Companies
•    Registered Education Savings Plans, Group RRSP Plans
•    Annuities & Segregated Funds

Life Insurance Products
•    Term Life Insurance
•    Mortgage Insurance
•    Universal Life Insurance
•    Business Insurance

Health Insurance
•    Critical Illness Insurance
•    Long Term Care including Facility & Homecare Insurance
•    Disability Insurance (Guarantee Issue)
•    Group Health & Benefit Plans
•    Health Insurance  Individual, Couple & Family Plans, Prescription, Dental & Travel Coverage

Financial Analysis
•    Comprehensive Estate, Retirement & Financial projections

Other Services
•    Notary Public
•    Commissioner for Oaths
•    Wills, Power of Attorney & Living Wills

Certified Senior Advisor & Elder Planning Counselor
•    Designed for our Aging Population
 

 

 
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Certified Senior Advisor (CSA) Elder Planning Counselor