Regulators propose measures to help firms protect vulnerable clients
Data from 2018 shows one in four Canadians aged 15 or older were tasked with caregiving
As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business
Survey finds income doesn’t significantly factor into people’s fears of running out of money
Financial advisors should be aware of how to identify and engage effectively with vulnerable clients
IIROC survey shows support for protecting vulnerable clients, while CSA suggests best practices
Cases include tech-support fraud schemes
Make adjustments to accommodate your older clients’ physical and mental limitations
Senior clients represent an important market, but dealing with them requires patience
World Elder Abuse Awareness Day is June 15