|
|
| |
Partial Faculty for teaching the
Certified Senior Advisor (CSA)® Courses |
| |
| |
 |
| |
 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. |
| |
| |
 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. |
| |
| |
 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.” |
| |
| |
 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. |
| |
| |
 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. |
| |
| |
 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. |
| |
| |
 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. |
| |
| |
 Norm
Bouchard, M.Div., Pastoral Care Degree,
CSA, Vice-President, Society of Certified
Senior Advisors, Denver, CO. Norm has consulted
with some of the top 500 Fortune 500 companies,
and also serves as an adjunct faculty member
for the University of Northern Colorado. He
is an outstanding Presenter who has taught
CSA classes since the inception of the designation. |
| |
| |
 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. |
| |
| |
 Jason
Roth, M.A., an internationally renowned
speaker, Jason is a Halifax-based Registered
Psychologist with 30 years experience as a
counsellor, mediator, facilitator, coach,
group leader, consultant and workshop presenter.
Jason provides workshops on a number of topics,
including the Psychology of Retirement, and
Dealing with Elderly Parents. Jason is completing
two books on the transition to retirement,
one focused for planners, and the second book
for individuals facing this important life
change. |
| |
| |
| Robert N. Ransom, CLU,
CHFC, CFP Desig, a former Stock Broker
and Trust Officer, Bob now devotes his time
to consulting in the Financial Service Industry.
Bob wrote the Life Licensing Qualification
Program curriculum for Advocis, and also prepared
texts and lectures on Estate Planning for
the Canadian Securities Institute and teaches
for the Institute of Canadian Bankers. |
| |
| |
 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. |
| |
| |
 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! |
| |
| |
| 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. |
| |
| |
| Doug Jarrett, CSA,
an innovative, knowledgeable speaker, obtained
his CSA designation in April, 2004. As a Financial
Advisor in Calgary, Doug spent many years
with Investors Group and more recently Generation
Financial. He is a long term, active volunteer
with the Calgary Chapter of Alberta Association
on Gerontology as Treasurer and Board member.
He and his dog Gracie visit a long term care
facility bi-weekly with the PALS program. |
| |
| |
 Gerald
J. Voll, CLU, CHFC, CSA, has over
twenty years in the Life Insurance Industry.
He began his career in 1979 as an Individual
Producer while living in Estevan, SK. He continued
in the business and moved to Regina in 1989
to assume a Branch Manager position. In keeping
pace with the ever changing market of the
Life Insurance Industry, he formed his own
Managing General Agency, Vollmark Financial
Services Inc. in 1999. Vollmark Financial
is a charter member of The United Managing
General Agencies, of which Gerald is a Director.
Gerald and his wife, Peggy, have been married
for 35 years and have two daughters and 3
grand daughters. Family is a very important
part of Gerald’s life, while his other
true passion is supporting his beloved Saskatchewan
Roughriders. |
| |
| |
| 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. |
| |
| |
| 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. |
|
| |
|
 |
|
| |
|
|
 |
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.
Web Design and Hosting by WebStorm |
|
 |
|
|
|
