EPC and Independent Financial Advisor
Early last year, Margaret received certification as an Elder Planning Counsellor. The EPC designation is awarded upon successful completion of a course of study that looks at the unique needs, wants and issues of today and tomorrow’s elder population, as they move through their retirement years, from being independent to becoming dependent. This latest certification enables her to provide her clients, with the solid financial advice, empathy and understanding they need.
Margaret feels it is important to recognize the need to find the right plan to cover their health care needs during retirement. The years just before or after retirement are especially vulnerable since what happens during this time can impact the success of a retirement plan. It is very important to understand how a serious illness could impact you financially. Margaret can help you clearly understand the impact and together you can customize a plan that will help protect your assets from the unexpected.