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Elder Planning

Canadian Initiative for Elder Planning Studies

Introducing

Are you a part of Canada 's largest growing Elder Population segment?

If you are, then you owe it to yourself to deal with an Elder Planning Counselor - EPC

An individual who is educated in the issues, important to YOU!

Meet Your Local
Elder Planning Counselor



Mr. Dave Hagerman, EPC

Canwealth Financial Services
739E Arlington Park Place
Kingston, ON K7P 8M8
Phone 613 634-9706
davehagerman@canwealth.com

 

Elders appreciate professionals who:

  • Know the issues and alternatives that are important and unique to senior life.
  • Respect their circumstances and confidentiality.
  • Provide guidance and assistance with the elder’s best interests in mind.
  • Accommodate their physical and health challenges such as illnesses, vision or hearing impairment that may be present when speaking with them.

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