In part one of this three-part series on working with aging clients, learn how to customize your service for elderly clients. Part two, on Wednesday, explores strategies for keeping clients’ finances on track in retirement, and part three, on Thursday, outlines tips for protecting aging clients from scams. Learn more about working with elderly clients in a video on IE.TV, and in a webinar taking place on October 22.
October 25, 2013Watch for red flags, such as clients unexpectedly asking for a quick withdrawal of funds
Matthew McGuire, national anti-money laundering practice leader with MNP LLP in Toronto, discusses the signs that an elderly client may be a victim of fraud. He lists the three most common indicators that a deal is fraudulent, and outlines the responsibilities of advisors in the event of a suspected fraud. McGuire spoke to Fiona Collie, web reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
Certain soft skills can come in handy when working with clients whose health is in decline
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Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more