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Partial Faculty for teaching the
Certified Senior Advisor (CSA)® Courses |
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 John
Crawford, B.Sc., B.A., M.A., Ph.D., CSA.
Formerly a Professor of Gerontology at Simon
Fraser University in B.C., John was awarded
the Queen’s Silver Jubilee Medal for
service to the disabled and elderly in Canada.
Prior to his tenure at SFU, John held a position
as director of geriatric rehabilitation for
Pacific Health Care Society in New Westminster,
B.C.
John is one of the pioneers responsible
for bringing the study of gerontology to
Canadian universities, and continues to
present nationally and internationally on
topics relating to all aspects of health
and aging. He is a principal and co-founder
of the Canadian Academy of Senior Advisors
Inc. |
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 Rhonda
Latreille, B.A., MBA, CSA. International
Management, with over 25 years experience
in program development, training and evaluation,
Rhonda is responsible for introducing a number
of new initiatives into the justice, financial,
and health disciplines, and has taught licensing
exam preparation courses in Life Insurance
and Mutual Funds for Foran Financial Institute
and Langara College. Rhonda has authored manuals
and studies, and has provided editorial review
for a number of research projects and academic
papers. Rhonda is the president and co-founder
of the Canadian Academy of Senior Advisors
Inc. |
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 Patricia
(Patty) Randall, Consultant, is a
community development specialist and a much
sought-after author and speaker for organizations
and corporations dealing with seniors. Patty
has consulted locally, nationally, and internationally,
and more recently has written and published
a practical guidebook called “Let’s
Talk – the Care-Years – Taking
Care of our Parents/Planning for Ourselves.” |
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 Amy D’Aprix,
MSW, PhD, CSA, Doctoral Fellowship
with the Mandel Alzheimer’s Caregiving
Institute, her dissertation was on Ethical
Decision-Making Models. Amy has conducted
programs on a variety of topics throughout
the US, Europe and Canada, including Clinical
and program management skills in aging for
the Soros Foundation’s Open Society
Institute, in Budapest, Hungary, and serves
as visiting Faculty, Universitatea Babes-Bolyai,
Cluj, Romania. Amy has trained social workers
on Geriatric Mental Health and Best Practice
in Adult Services, and served as Research
Associate, Center for Aging Research and Educational
Services, North Carolina. |
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 Barry
LaValley, CSA, is President of the
Retirement Lifestyle Center and a Partner
in The LifeFirst Approach. He specializes
in issues associated with today's fifty-plus
marketplace. Barry is a twenty-five year veteran
of the Canadian Financial Services industry.
In that time, he has been a speaker, writer
and educator and has gained a stellar reputation
in both Canada and the United States for his
work. Barry specializes in communications
and marketing to the maturing customer and
has written extensively on this subject on
both sides of the border. Barry was also a
member of the Financial Services advisory
board for the National Endowment for Financial
Education in the U.S. |
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 Ron Foran, CFA, CFP, FCSI, is the founder and president of Foran Financial Consultants Ltd. and Foran Financial Institute. Ron has written numerous articles and publications, and is the primary author of Foran CFA Notes. In addition to developing financial licensing exam preparation curriculum, Ron lectures extensively on investments across North America, in London, England, and other foreign centres. Ron has a passion for teaching and has trained all levels of personnel including CEO's, Presidents and Directors of securities firms to pass required securities exams. |
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 Ronald
Martin, MA, PhD, is a member of the
Centre on Aging and Health and Assistant Professor
of Psychology at the University of Regina.
Over the past ten years, he has been involved
in a wide variety of research projects concerning
older adults. Ron’s current research
focuses on pain assessment and management
among seniors living independently, and those
seniors with severe limitations in their ability
to communicate due to dementia. He has published
numerous papers in his areas of expertise,
and he has presented his research findings
at several national conferences. |
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 Ev
Kent, CSA has 30 years of insurance
financial services experience in Canada. He
has a background in a multitude of industry
disciplines including sales, marketing, admin,
customer service, compliance and claims. For
the past 6 years he has provided personal
professional consulting services in over 50
consulting projects to a wide array of banks,
insurance companies, industry regulators,
training and development organizations, technology
groups and international consulting firms.
Assignments have been in Canada, the U.S.A.,
the Caribbean, the United Kingdom and Eastern
Europe. |
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 Marc
Lamontagne, CFP, R.F.P., FMA, CSA,
a national and international speaker, is a
partner in Ottawa's largest fee-for-service
financial planning firm of Ryan Lamontagne
Inc. With over 15 years in the financial services
industry, Marc has a broad range of knowledge
and experience in the world of personal finance.
He specializes in comprehensive financial
planning, investment counselling, tax planning
and has delivered numerous seminars and workshops
across Canada and abroad. In addition, Marc
is the immediate past-President of The Canadian
Association of Financial Planners (Ottawa
Chapter) and is often quoted in the media.
An experienced practicing financial planner,
Marc's broad range of expertise means he can
provide you with customised solutions from
a one-hour counselling session to an ongoing
comprehensive financial relationship. |
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 Cheri
Crause, CFP, CSA has conducted numerous
educational financial and estate planning
seminars on Vancouver Island, through government
ministries, ICBC, the motor vehicle branch,
the Federal Superannuates National Association,
and the B.C. Government Retired Employees’
Association. In 1989, Cheri obtained her mutual
funds license, and moved to Victoria in 1991
where she has been concentrating on financial
and estate planning. Cheri is a Certified
Financial Planner and a Certified Senior Advisor.
She has many senior clients, and her work
with them often involves much more than mere
money management. Cheri has three “almost”
all grown children, and a spouse who is also
a Certified Senior Advisor! |
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| Alex Nilsson, CSA,
a long-term resident and retired Public Health
Inspector in Creston, BC, Alex, epitomizes
fitness and wellness for seniors, as he teaches “Seniors’ Nutrition and Fitness.”
A life-long “exercise buff”, Alex
engages in running, cycling and swimming at the
competitive tri-athalon level. Active on the
local Hospital Board, he also volunteers his
time and experience with many community-based
seniors’ organizations. His work is
truly inspirational. |
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| Kenneth G. McNaughton,
CFP, CLU, Ch.F.C., RHU, CSA, has
been a featured speaker for numerous organizations,
and has frequently contributed to publications
on issues relating to seniors, especially
retirement income, estate planning, and long
term care. Ken started in the insurance and
financial services industry in 1985, as an
agent for a major Canadian insurance company.
He started his own company in 1986, specializing
in retirement and estate planning for seniors,
and in 1994 joined Zlotnik, Lamb & Co.
as their representative in Victoria, B.C. |
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| Peter O’Reilly,
is an author and for many years, a leader
in the Hospice movement, currently the Co-ordinator,
for the Cross Roads” Hospice Society,
Coquitlam, BC. |
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Lori Bamber, is a freelance writer, an inspirational personal finance coach and speaker, and a communications advisor to not-for-profit organizations.
The author of seven books on personal finance and investment, she is an inspiring keynote speaker and workshop facilitator. The desire to help people achieve financial well-being contributed to Lori’s rapid climb through the ranks of the financial industry, where she worked in many areas of financial services, including tax, RRSP, RRIFs, estates, investments and financial planning.
In 1996, Lori began writing her first book, Financial Serenity, and working directly with clients as a financial adviser. In 2000, realizing her life’s dream to live as a writer, she left active practice to focus on freelance writing and communications.
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Kat Downey, B.Sc. B.Ed. M.Ed. F.D., CSA, earned her degree in Human Biology from the University of Guelph and Bachelor and Master of Education degrees from Queen’s University. She taught for the Durham Board of Education and George Brown College in Toronto before she recognized her true calling was in providing services related to pre-need funeral planning and estate preservation.
Kat, an Account Executive with Funeral Plans Canada, specializes in Funeral Preplanning for several funeral homes in the GTA. And, along with her expertise in the funeral industry, that includes international arrangement capabilities, Kat has enhanced her knowledge base to include a variety of insurance needs of all kinds, and perhaps most significantly, in the area of travel insurance in the event of unexpected death. |
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 Mariam Larson, B.A., P.B.D., CSA, brings an optimistic perspective to the intersection of business and aging. As a gerontologist and consultant, she works with corporate and community clients who are responding to the needs of our aging population. Clients value her ability to integrate management, marketing and gerontology expertise to develop practical solutions to business challenges. As a speaker and facilitator, Mariam delivers inspiration and emotional connection to her audiences. Mariam has provided all stages of eldercare while working and parenting. She continues to volunteer as chair for a senior centre community advisory committee and is a trained hospice volunteer, bereavement group facilitator and artist-in-healthcare. Her workshop, “How to talk with your aging parents: What to say, when to say it, and why” was published as part of a Simon Fraser University course on teaching older adults. |
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 Brenda McEachern, B.Comm, LL.B, TEP, a frequent lecturer on estate planning issues, is also an active community volunteer and fundraiser and sits on the Vancouver Foundation. Brenda has a particular interest in charitable giving and is a past director of the Canadian Association of Gift Planners (Vancouver). As an estate and tax planning consultant with Canada Life’s National Estate and Tax planning team, Brenda develops and implements advanced estate and tax planning strategies and provides assistance to financial advisors in delivering value-added services to a select group of clients in the business and affluent markets.
Brenda is a member of the Canadian Bar Association Wills & Estates Subsection, the Fraser Valley Estate Planning Council, the Canadian Tax Foundation, The Society of Trust and Estate Practitioners, and an associate member of the Conference for Advanced Life Underwriting (CALU). |
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 Pat Murphy. LL.B, CSA, has practiced law in Ottawa for over three decades. His law practice is focused on estate planning, specifically tax-planned wills for the semi-affluent. Pat has developed the “Half-Tax” Will Plan, which incorporates strategies to get preferential tax treatment and to minimize probate and estate settlement costs.
Pat is a frequent speaker and presenter at estate planning forums and in-house financial advisor educational sessions. Osgoode Hall Law School invited Pat to present the “Essential Curriculum of Estates and Trusts” for Ottawa lawyers, accountants, and financial advisors. He has also presented his tax-saving estate planning strategies to the Canadian Association of Financial Planners, Investor’s Group, Berkshire, Nesbitt Burns, Cartier Planners, Edward Jones CAFÉ, and recently, to the Canadian Association of Family Enterprise. |
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 John M. Macaulay, B.A. LL.B.,graduated from Carleton University in Ottawa with a Bachelors degree in Psychology and the University of Ottawa with a degree in Common Law. He has practiced law in the City of Toronto since 1973.
John’s practice focuses extensively on Elder Law and its related fields (drafting wills, powers of attorney, and estate planning and administration – on behalf of estate trustees).
John is a full member of STEP Canada (Society of Trust and Estate Practitioners), the Canadian chapter of the International Society of Trust and Estate Practitioners. He is also a member of the Seniors Information Group and the Estate Preparation Group both of which are dedicated to conducting free information group sessions and the dissemination of important and valuable information to seniors, soon-to-be seniors and their caregivers. |
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 Susan Bessant, CSA, VP Client Care: Alzheimer's Innovation Institute, is a faculty member of the Canadian Academy of Senior Advisors and an entrepreneur specializing in aging. She has over six years experience as the President and CEO of The Signature Care Corp., the leading seniors’ care company based in Calgary, Canada. She received the Better Business Bureau Business Ethics Awards in 2006 for exemplary business and customer relations practices and is the recipient of a Service Excellence Award from the Canadian Academy of Senior Advisors. She has extensive financial and senior management expertise with over 20 years in banking and finance with ScotiaBank. |
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 John Ashby, CSA, Founder: Alzheimer's Innovation Institute, is a researcher and founder of the Ashby Memory Method, which is based on the pioneering brain injury research of his mother, Dr. Mira Ashby, who received the Order of Canada in 1984. A health care professional with a broad clinical background spanning 24 years, he has worked in emergency medicine (EMT-P), neuropsychology (clinical assistant), neuropsychiatry (clinical consultant) and in neurorehabilitation and geriatric care with brain-injured patients and seniors. John Ashby is the principal research partner in the Ashby Memory Method (Cognitive Retention Therapy) program which for the past 2.5 years has been used by approximately 250 patients in the U.S. and Canada. He is a lecturer, trainer, author, and facilitator for the Alzheimer’s Innovation Institute. |
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 Karen Henderson Hon. BA, EPC, SM, Founder/CEO The Long Term Care Planning Network, founded the Long Term Care Planning Network, Canada’s leading on and off-line resource centre for aging and long term care. Her seminar series, web sites, newsletters, TV/video series and Long Term Care Planner are internationally recognized as key aging and long term care educational and resource tools.
Karen is a well-known educator in both Canada and the US, speaker, writer, media commentator, publisher and consultant in the field of long term care for the elderly who has been published in leading geriatric journals in Canada. Karen continues to create and deliver presentations and programs to help both advisors and clients better understand the role and impact of eldercare and long term care planning. |
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 Frances Morton, MHSc., CSA, holds in-depth knowledge and experience working in the field of gerontology and health policy shaped from almost two decades working, teaching and researching in community, long-term care and acute care settings. Her academic focus has remained elder-specific, starting with an honours degree in Gerontology and Sociology, a Master of Health Sciences, a Long-Term Care Administration Certificate and at present, she is pursuing a PhD. in Health Policy at the University of Toronto.
True to her passion for life-long learning, Frances has solidified her ongoing commitment to supporting informed decision-making and policy development in addressing the needs of older adults – particularly frail seniors and/or those experiencing mental health issues and/or cognitive impairment. |
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Head Office: 907-6540
Hastings Street, Burnaby, B.C.,Canada, V5B 4Z5
Phone: 1-877-272-9066
Toll Free Registration: 1-877-272-9066
Fax: 604-648-9647
Email: info@canadacsa.com
Copyright © 2005. Canadian Academy of Senior
Advisors (CASA). All Rights Reserved.
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