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Toll Free Phone - 866 833-8606
 Toll Free Fax -
866 209-5111

   











EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 


Ms. Becky Wong, B.Comm., (hons) CFP., FMA., FLMI., ACS., HIAA., EPC
Faculty Member
Vancouver, BC

Becky graduated with a Bachelor of Commerce (Honours) degree from the University of Manitoba prior to entering the financial services field. Being a true believer in continuous learning and formal education, Becky has continued to earn a wide variety of professional/industry accreditations. In addition, she has an extensive financial background at senior levels that encompass over 25 years in banking, insurance, and finance.  

Today, Becky is an independent Certified Financial Planner who works closely with individuals and businesses to ensure their financial goals are consistently met. With a passion in knowledge sharing, Becky is also a dynamic educator with many years of adult instructional experience. She makes time to teach financial courses and regularly conducts seminars and workshops on a variety of business and financial topics. Becky has been on the faculty at one of Vancouver's Colleges since 2004. Her students give her excellent reviews because of her ability to teach the most complex subjects effectively. 

Becky provides professional advice in the areas of personal tax planning, retirement planning, investment strategies, personal risk management, and family philanthropy. She is also a contributing editor for Canadian MoneySaver Magazine and speaker at the Vancouver Financial Forum and Wealth Management Expo.  

Becky had previously served as a Board Member of the New Vista Foundation whose mission is to raise funds to enhance the lives of elders in the community who rely on New Vista for care, support, and housing. She has currently been appointed to the Richmond Seniors Advisory Committee (RSAC) by Richmond City Council.  One of the role of RSAC is to initiate studies on matters deemed to be of concern to seniors and will submit information, options and recommendations to City Council as necessary and requested.

 

EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 

Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street

Beamsville, ON L0R1B5

Toll Free Phone 866 833-8606  Toll Free Fax 866 209-5111
 

This web site Copyright 2018 Canadian Initiative for Elder Planning Studies





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