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stressed senior couple calculating budget at home

IIROC survey shows support for protecting vulnerable clients, while CSA suggests best practices

  • By: IE Staff
  • June 21, 2019 October 31, 2019
  • 12:58
Block letters spelling fraud, with magnifying glass

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

  • By: IE Staff
  • June 13, 2014 December 19, 2017
  • 10:40

Watch for red flags, such as clients unexpectedly asking for a quick withdrawal of funds

Signs an elderly client may be a victim of fraud

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

Employees of financial firms may be able to spot transactions, activity, or behaviour that signals financial abuse