header

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


 

ONTARIO EPC Member Listing

S-Z  L-R  A-D  E-K 

* Denotes Charter Member

   

* Daniel Saikaley, CA., CFP., CPA., CIM., EPC
Ottawa, ON
   
Mateusz Sak, PFP, RIS., CFP., EPC
Mississauga, ON
 
Lana Salmon, EPC
Brampton
, ON
 
Mitchell Sandham, BA., AIIC., CRM., EPC
Toronto, ON
 
Jeff Saunders, BA. (Soc)., CFP., EPC
Hamilton, ON
 
Vince Savoia Vince Savoia, EPC
Midhurst, ON
   
Vince Savoia, EPC
Barrie, ON
 

Bona-Marie Savone

* Bona-Marie Savone, CEA., RIS., EPC
Ottawa, ON
   
Brad Sawyer, EPC
Niagara Falls, ON
   
Dino Scalzo, B. Comm., CHS., CLU., EPC
Windsor, ON
 
Adam Schacter, B.Sc., CFP., CIM., CEA., FCSI., EPC
Ottawa, ON
   
Kelly Schaffer, ACS, EPC
Waterloo, ON
 

Gordon Schakelaar

Gordon Schakelaar, EPC
Baysville, ON
   
Donna M. Schultz, FLMI., ACS., CFP., CEA., EPC
Kitchener, ON
   
Matthew J. C. Schwindt, CFP., EPC
Burlington, ON
   
Bryan Scott, CFP., CLU., CHS., CEA., EPC
Oshawa, ON
   

Luke Scott

Luke Scott, CHS., CFP., EPC
Newmarket, ON
 
Vanessa Scott, BA., CHS., EPC
Calgary, AB
 
* William Scott, B. Math., ASA., EPC
Burlington, ON
   
Michael Sears B.Comm (Hons), DFA., EPC
Windsor, ON
   
David D. Seemungal, EPC
Toronto, ON
   

Kimberly M. Seipt, CSC., EPC
Bolton, ON
   
Brenda Sernoskie, BA., CFP., FDS., EPC
Oakville, ON
   

Dave Sharp, B.Sc., CFP., CEA., EPC
Brighton, ON
   
Gary Sharp, B.Sc., EPC
Brighton, ON
   
Greg Shaw, CPCA., EPC
Peterborough, ON
   

Ian Shaw

* Ian C. Shaw, BA, EPC
Oakville, ON
   
Jeffrey Bryce Shillington, B.Comm., CFP., TEP., EPC
Leamington., ON
   
  Ronald Shirton, EPC
Fonthill, ON
   
* Mark Shimmin, EPC
Toronto, ON
   
Madhu Shukla, QAFP., EPC
Hamilton, ON
 
Brian Shumak, B.Sc., CLU., CFP., CHS., CFDS., EPC
Newmarket
, ON
   

John Siembida

John Siembida, BA., MBA., CLU., CHS., TEP., EPC
Toronto, ON
   

Zachary Sikorski, CPCA., EPC
Toronto, ON

 

 

* Bernd Silbermann, CFP, EPC
Toronto, ON
   
Robert Sinden, BA., CLU., Ch.F.C., CFP., EPC
London, ON
   

Cheryl Siskind Solomon, CHS., EPC
Toronto, ON
   
Michael Skinner, BA., MBA., FMA., CIM., FCSI., EPC
Sault Ste. Marie, ON
 
Sean Slapnicar, BA., MBA., EPC
North York, ON
   

James S. Slaven, EPC
St Catharines, ON
   
Pauline Smiley, CAPS 1-3., SRES., EPC
Pickering, ON
   
Gary Smith, CFP., TEP., CPCA., RRC., CHS., EPC
London, ON
 

Carol Smith, RIAC., EPC
Mississauga, ON
 
Darren Smith, CFP., RRC., CPCA., EPC
Brantford, ON
   
Jamie Smith, RRC., RIS., EPC
Hanover, ON
   

* Lynda L. Smith, CFP., CSC., EPC
Norwich, ON
   
Malcolm T. Smith, PFP, CFP, CLU, CH.F.C., CHS., EPC
Sault Ste. Marie, ON
   
Rohan Smith, B.Sc., EPC
Mississauga, ON
   

Rohan Smith

Rohan Smith, B.Sc., EPC
Mississauga, ON
   

Sherry L. Snelson, B.Sc.N., M.Ed., EPC

Mississauga, ON
   
Connie So, EPC
Scarborough, ON
 
Dora So, B.Sc., CFP., FCSI., EPC
Markham, ON
 
Tommy So, Bachelor of Social Work, CPCA., EPC
Markham, ON
 
Michelle Soers, PFA., EPC
Port Elgin, ON
 
Olu (Olumide) Soile, QAFP™, CLU®, CHS®, RRC®, EPC™, RIS, MFA-P™, MBA, MSC, BSC
Schomberg, ON
   
Dane A. Sommerville, EPC
Toronto, ON
   

Brian W. Sonoda, B.Comm., CFP., FMA., FCSI., CPCA., CIM., RIS., EPC
Burlington, ON
   
John Soutsos, BA., CIM., EPC
Mississauga, ON
   
Judith Gail Sovran, B.Sc., CFP., EPC
Orillia, ON
   
* Hyla G. Spagat, B.A., CFP., EPC
Thornhill, ON
   

David W. Spence, CFP, RRC., EPC
Waterdown, ON
   
Mary D. Sperduti, EPC
Leamington, ON
   
Jeanette Spinelli, BA. Econ., EPC
Kingston, ON
   

David M. Stanga, BPE., CFP., EPC
Burlington, ON
   

Nancy Starek, CIM., EPC

Ottawa, ON
   
* Harland Staviss, EPC
Markham, ON
 
Jennifer Stebbing,  BA (Hons.), J.D., LL.B., LL.M. Law Society of Ontario., CPCA., Certified Specialist in Estates & Trusts (LSO)., EPC
Freelton, ON
 
J. Bradley Stenning, BBA. Accounting & Finance, CLU, CFP., EPC
North Bay, ON
   
Anna Stepec, CFP., EPC
Scarborough, ON
   
* Carol Ann Stevens, BA., CHS., EPC
Jordan Station
, ON
   
Gavin Stevenson, EPC
Windsor, ON
   
Lorna Stewart, CFP., EPC
Cambridge, ON
   
Marion Struss, CFP., CPCA., RRC., EPC
London, ON
 
J. Jeffrey Stuart, CHS., RIS., EPC
Ajax, ON
   

Lisa Suffern, CFP., CEA., EPC
Listowel, ON
   
Jeff Sutton, CFP., EPC
Markham, ON
 

David A. Swartz, BA., CFP., CLU., CH.FC., EPC
Sombra, ON
 
M. Jasmine Sweatman, TEP., EPC
Oakville, ON
 
Jeff Swire, RRC., CPCA., EPC
Burlington, ON
   
Ravi Syal, M.Sc., EPC
Windsor, ON
   
Vinh Ta, CFP., EPC
Oakville, ON
   
Jocelyn T. Tan, EPC
Toronto, ON
   
Susan Tan, MBA., CFP., CLU., CHS., CEA., EPC
Richmond Hill, ON
   
Leonard V. Tarasow, EPC
Brampton, ON
   
Andrew Tesiorowski, BA., EPC
Port Stanley, ON
   
* Heather Ann Thackeray Spinks, B.Comm, CA, CFP, FDS., EPC
Toronto, ON
 
Iryne G. Thian, CFP., CLU., CPCA., EPC
Markham, ON
 

Michael Thomas, FICB., CFP., CHS., EPC
Sault Ste. Marie, ON
   

Dave Thompson

David H. Thompson, CLU., CHFC., EPC
Perth, ON
   
Kate Thompson, CFP., CPCA., RIAC., EPC
London, ON
   
* Mark D. Thompson, CLU, CH.F.C, CFP., CHS., EPC
Kingston, ON
   
* Mary Thompson, CFP., CSA., EPC
Kingston, ON
   

Helen Thomson

Helen Thomson, CFP., PFP., CSC., CEA., EPC
Sauble Beach, ON
   
Serguei Totrov, EPC
Toronto, ON
   
Taylor D. Train, BA., EPC
Faculty Member
Toronto, ON
   


J.R. Harvey Tribe, CFP., CAFA., EPC
Straffordville, ON
   


Donka Trifunovski, EPC

Scarborough, ON
   
Tracy Tronchin, EPC
Pickering, ON
 
Blanche Tse, BA., CFP., CLU., CHS., EPC
Richmond Hill, ON
 
Brett Tucker, CHS., CET., CPCA., EPC
Corbeil, ON
   

Igor Tulchinetsky


Igor Tulchinetsky, EPC

Concord, ON
   


Donald Turnbull, CHS., CCS., EPC

Pickering, ON
   

Burcin (Bruce) Unsal, BBA., CHS., CPCA., EPC
Markham, ON

   
Raymond Valee, CFP., EPC
Sault Ste. Marie
   
Edward Van Der Kooi, CFP., CIM., EPC
St. Catharines, ON
   

Irene Vassalo, BA., CFP., RRC., EPC
Cambridge , ON
   
Anna Velichover, EPC
Markham, ON
   

Meenalogani Visvalingam, EPC
Scarborough, ON
 

* Alan Voce, DMS, ACIB, EPC
Elora, ON
   
Robert Hughes, PFP, QAFP,CPCA, EPC
Bowmanville, ON
 
Clayton Waite, B.Comm., MBA., CFP., CLU., CHS., RRC., EPC
Etobicoke, ON
 

Sean Walden, CFP., CLU., EPC
Ottawa, ON
 
Deepak Walia, EPC
Brampton, ON
   
* Teresa Walkey, CHS., CFP., EPC
Tavistock, ON
   

Bob Wark


Robert C. Wark, CPA., CGA., CFP., EPC

Sarnia, ON
   
Lisa Warll, EPC
Collingwood, ON
 
Susan Warren, CFP., EPC
London, ON
 
Jonathan Watkins, BA., CIM., FCSI., EPC
Ancaster, ON
 
Gareth Watson Gareth Watson, CFA., EPC
Toronto, ON
   

Shirley Watson 

Shirley Watson, FCSI., CCS., EPC
London, ON
   
Trevor Watters, EPC
Winchester, ON
   
Debborah A. Wattie, CFP., CAFM., EPC
Shallow Lake, ON
   
Wilfred Wei, CSC., CPH., WME., PFPC., EPC
Scarborough, ON
   

T. Mark Wemp, BA., CFP., EPC
Elmira, ON
   
Paul Weston, Electronics Engineering Tech., CFP., RHU., CLU., FDS., CEA., EPC
Burlinjgton, ON
 
Cynthia Wever, EPC
Moose Creek, ON
   

Theresa Wever

* Theresa M. Quaile, Honours Diploma in Agriculture., CFP., RFP., CIM., MFA., CAFA., EPC
Russell, ON
   
Carolyn Whelan, CFP., EPC
Brantford, ON
   
Janet White, MA., CIM., CFP., RIA., RIS., EPC
Collingwood, ON
 

Kenneth F. White, EPC
Guelph, ON
   
Neela White, BA Gerontology, BA Physiology / French, FCSI., FMA., CIWM., CIM., CPCA., CEA., EPC
Toronto, ON
 
Jennifer Whittier-Haswell, EPC
Brampton, ON
 
Stephanie L. Whitty, BA Economics, CFP., EPC
London, ON
 
James F. Wilhelm, EPC
Woodstock, ON
 
Katherine Williams, CFP., EPC
Brantford, ON
 
Del Wilmot, CEA, EPC
Fergus, ON
 
Susanne Wilmot, B.Comm., EPC
Fergus, ON
   

Margo Willmot

Margo Willmot, RIS., EPC
Carleton Place, ON
   

* John Wilson, EPC
Niagara Falls, ON
   

Caroline Windwar, RN., EPC
Toronto, ON
   
* Chris Winship, CLU, CH.F.C, CHS, EPC
Toronto, ON
   
Laura Wise, CHS., EPC
London, ON
   
Christian With-Seidelin, CFP., EP C
Oakville, ON
   
* Rob Wolf, CFP, EPC
Toronto, ON
   
Karen Wai-Siu Wong, BA., CIP., EPC
Scarborough, ON
 
Raymond Wong, B.Sc., CLU., CHS., EPC
Scarborough, ON
 
Sophia Wong, BA.Sc., CIP., EPC
Unionville, ON
 

Winnie


Winnie Y. K. Chak Wong, BA., CIP., EPC

North York, ON
   
Mary Ellen Wooddisse, EPC
Listowell, ON
 
George A. Worobey, BA.Ed., MA., CLU., CH.F.C., EPC
Kemptville, ON
   

* Peter Wouters, FLMI, CHS, CFP, CLU, CH.FC, ACS, AIAA, ALHC, ARP, TEP, RFG., EPC
Founding Member, Faculty Chair

Burlington, ON
   
Kathryn Anne Wright, BA., PFP., CFP., CDFA., CEA., CPCA., EPC
Kingston, ON
   

* Adam L. Wyrcimaga, EPC
Beamsville, ON
   
* Angela Wyrcimaga, EPC
Beamsville, ON
 
Michael Yashar, RRC., CIM., CIWM., EPC
Goderich, ON
   
Michael T. K. Yeung, CLU., CHS., EPC
Richmond Hill, ON
   
* Elaine Yuen Ling Yip, B.Sc., CFP, EPC
Markham, ON
 
Bev Young, CFP., EPC
Brighton, ON
   
Rachel Young, BA Science (Honours), EPC
Brighton, ON
   
Simmy Sin Mei Yuen, EPC
Markham, ON
   

William Edward Yurchuk, Commissioner of Oaths., CPCA., EPC
Corunna, ON
   
Robert Yves, EPC
Hawkesbury, ON
   
Terry Zavitz, BA., CHS., CFP., CLU., GBA., TEP., CEA., EPC
London, ON
   
Edward Zeltzer, B.Comm., CPA., CGA., EPC
Toronto, ON
   
Rob Zelter, B.Comm., EPC
Toronto, ON
   
Winnie R. Zhang, CHS., EPC
North York, ON
 
Rob Zelter, B.Comm., CFP., EPC
Toronto, ON
   

Patricia Ziegler, EPC

Kitchener, ON
   

* Denotes Charter Member

 

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 L0R1B5

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

This web site Copyright 2021 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 professiona