Bio - Becky Wong

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.

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

Beamsville, ON L3J 0A4

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

"EPC designation, EPC, canadian elder benefits, Elder Planning Counselor, Distance Learning, Correspondence Course, CE Credits, CSA, Certified Senior Advisor, estate planning, end of life planning, senior social issues, elders, caregiving, caregiver, chronic illnesses, retirement benefits, government benefits, OAS, CPP, lifestyle, dementia, dymentia, alzheimer's, alzheimers, medicare, bereavement, snowbirds, funeral planning, end of life issues, designation program, training, certification class, correspondence course, online study, seniors, 50 plus, textbook, correspondence, CIEPS, Canadian Initiative for Elder Planning Studies, competitive edge, advisors, older people, elder marketing, old, boomers, marketing strength, education, elder studies, institute, insurance financial planning, health, long term care, gerontology, lifestyle, counselling, retirement, training for professionals"

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

	EPIC CONFERENCE \| INTRODUCTION \| ELDER FACTS \| PROGRAM CURRICULUM VERIFIED CE CREDITS \| TUITION \| FAQ'S \| LIVE CLASS SCHEDULE \| CODE OF ETHICS DISTANCE LEARNING \| GRADUATE COMMENTS \| EPC MEMBERSHIP \| MEET THE FACULTY MEMBERS \| COMPLAINTS AND COMPLIANCE \| MEMBER UPDATE \| MEMBERSHIP RENEWAL \| OUR PARTNERS \| MEMBER LISTING \| MEDIA \| 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 VERIFIED CE CREDITS \| TUITION \| FAQ'S \| LIVE CLASS SCHEDULE \| CODE OF ETHICS DISTANCE LEARNING \| GRADUATE COMMENTS \| EPC MEMBERSHIP \| MEET THE FACULTY MEMBERS \| COMPLAINTS AND COMPLIANCE \| MEMBER UPDATE \| MEMBERSHIP RENEWAL \| OUR PARTNERS \| MEMBER LISTING \| MEDIA \| CONTACT US Canadian Initiative for Elder Planning Studies Inc. 203-4438 Ontario Street Beamsville, ON L3J 0A4 Toll Free Phone 866 833-8606 Toll Free Fax 866 209-5111 This web site Copyright CIEPS (2020) Ltd "EPC designation, EPC, canadian elder benefits, Elder Planning Counselor, Distance Learning, Correspondence Course, CE Credits, CSA, Certified Senior Advisor, estate planning, end of life planning, senior social issues, elders, caregiving, caregiver, chronic illnesses, retirement benefits, government benefits, OAS, CPP, lifestyle, dementia, dymentia, alzheimer's, alzheimers, medicare, bereavement, snowbirds, funeral planning, end of life issues, designation program, training, certification class, correspondence course, online study, seniors, 50 plus, textbook, correspondence, CIEPS, Canadian Initiative for Elder Planning Studies, competitive edge, advisors, older people, elder marketing, old, boomers, marketing strength, education, elder studies, institute, insurance financial planning, health, long term care, gerontology, lifestyle, counselling, retirement, training for professionals"