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Our Beliefs Concerning Elder Planning

The Canadian Initiative for Elder Planning Studies believes that working with the maturing client involves a "total needs approach".

These needs evolve from an individual's wage-earning years and continue to change as you move through elder life.

Our Elder Planning Counselor “EPC” curriculum is a comprehensive Education Program designed to recognize these needs and provide North America’s elder citizens with the essential knowledge and tools that are necessary to effectively develop trust and money saving practical solutions.

The education continues long after the EPC graduate receives their designation. The EPC professional is expected to continually update their education.