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My role as an Elder Planning Counselor

Updated: 2 days ago

An Elder Planning Counselor (EPC) in Canada is crucial in assisting older adults and their families with various aspects of aging, ensuring they can maintain a high quality of life and make informed decisions about their future. The EPC designation is recognized in Canada and involves professionals specially trained to understand the unique needs and challenges seniors face. Here are the key roles and responsibilities of an Elder Planning Counselor in Canada:

The Elder Planning Counselor and Financial Planning

Retirement Planning

Helping seniors plan their retirement by assessing their financial needs and resources, including pensions, savings, and investments.

Estate Planning

Assisting with creating wills, trusts, and other estate planning tools to ensure the senior’s assets are distributed according to their wishes.

Tax Planning

Advising on tax strategies that can maximize income and minimize liabilities during retirement.

Power of Attorney

Helping to establish control of attorney documents to ensure that a trusted individual can make decisions on behalf of the senior if they become incapacitated.

Advance Directives

Assisting with creating living wills and other advance directives to outline the senior’s medical treatment and end-of-life care preferences.

Health and Long-Term Care Planning

Healthcare Navigation

This involves guiding seniors through the healthcare system and helping them understand their health insurance options, such as the Canada Pension Plan (CPP), Old Age Security (OAS), and private insurance.

Long-Term Care

Assisting in planning for potential long-term care needs, including evaluating options for home care, assisted living, or nursing home facilities.

Lifestyle and Social Planning

Housing Decisions

Advising on housing options that best suit the senior’s needs, whether downsizing, moving to a retirement community, or modifying their current home for aging in place.

Social Engagement

Encouraging and facilitating social engagement and activities to help seniors maintain an active and fulfilling lifestyle.

Support Services

Connect seniors with community resources and support services that assist with daily living, transportation, and other needs.

Emotional and Psychological Support


Providing emotional support and counselling to seniors and their families as they navigate the various transitions and challenges of aging.

Family Mediation

Assisting in mediating family discussions and decisions to ensure the senior’s wishes are respected, and family dynamics remain positive.

Education and Advocacy


Educating seniors and their families about aging, financial management, legal issues, and health care.


Advocating for seniors to ensure they receive the services and support they need from government agencies, healthcare providers, and other organizations.

Overall, an Elder Planning Counselor is a comprehensive resource and advocate for seniors, helping them navigate the complexities of aging with dignity, security, and peace of mind.

If you have any questions, please call me at (416) 427-4391.

Vince Savoia, Elder Planning Counselor
Elder Planning Counselor


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