Education & Qualifications:
Pre- Arrangement Advisor through the Canadian Funeral Association. Canadian Initiative for Elder Planning Studies (CIEPS), a nationally recognized organization leading to the designation EPC or Elder Planning Counsellor. Certified Financial Planner- CFP Chartered Financial Consultant- CHFC Chartered Life Underwriter- CLU- CICEA Certified Executor Advisor- Canadian Institute of Certified Executor Advisor
Areas of Specialty:
Family Services Counsellor. Work primarily with family's requiring options for pre-arranging their funerals. Also, working with people requiring an independent executor. New addition, a Certified Executor Advisor- Advising executors on the many tasks ahead, and where to go for the information.
Professional Membership - Activities:
Licenced Funeral Pre- Arrangement Advisor. Member of Advocis, the National life insurance association. Member of the Certified Financial Planner Association as well as the Chartered Life Underwriter, and Financial Consultant Associations. Canadian Institute of Certified Executor Advisors. Past President of Halifax Local of Advocis, The Nova Scotia Chartered Life Underwriters Association, and the Halifax Estate Planning Council
Any one who requires information on pre-planning their funerals. I put on lunch and learn sessions pertaining to the new legislation regarding insurance and funeral pre-arrangement. Am also available as an independent executor, as well as an advisor for executors .
Any estate that needs an independent person as an executor. Work with executors to guide them through the process of being an executor.