TORONTO, ON – A nationally recognized designation, was conferred on Dave Otto B.B.A., CFP®️, CLU®️, CH.F.C.®️, EPC™️ after successfully completing an intense and rigorous test of knowledge regarding current age 50-plus issues. The Canadian Initiative for Elder Planning Studies (CIEPS) course was established as a standard of service to 50-plus for all professionals and business people in providing 50-plus with high-quality services and products that best suit their lives and circumstances. The Elder Planning Counselor™️ (EPC™️) designation will immediately help those 50-plus identify the business people and professionals who have a special interest and proficiency in dealing with them and their needs.
“Studies show that 50-plus want advisors who understand their life issues, alternatives and concerns, who respect their circumstances and experiences and can accommodate their physical and health needs. The EPC™️ is the Canadian professional development standard for 50-plus education,” says Thomas Miller, President of CIEPS.
Achieving this designation is a distinguished career milestone, attained only by those who have demonstrated proficiency in all relevant programs about 50-plus issues, including aging, health issues, financial planning considerations, long-term care as well as end of life issues. This makes the EPC™️ graduate a valued counselor to 50-plus, regardless of the service or product they provide.
The Elder Planning Counselor™️ educational program has been designed by Canadians for Canadian Professionals.
Dave Otto specializes in the needs of 50-plus. He is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (CH.F.C.), Business Owner Specialist Program graduate and an Elder Planning Counselor (EPC) that make him an authority in financial planning that encompasses cash flow management, income, health & wealth protection, wealth accumulation, mortgage funding & protection, retirement, retirement income, investment strategies, tax, wealth transfer, estate, business insurance, employee benefit and pension planning. He holds an Honors Bachelor of Business Administration (B.B.A.) from Wilfrid Laurier University. He is a multi-year qualifying and Court of the Table member of the Million Dollar Round Table. He is also the upcoming author of “The Book on Financial Planning”. DAVE OTTO FINANCIAL GROUP INC. partners with 50-plus and business owners of small and medium-size businesses across Midwestern Ontario providing customized solutions to 50-plus and corporate financial security planning. Dave can be reached at dave@DOfinancial.ca.
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