CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients
Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best
Determine any gaps in insurance by matching their assets and their needs to their liabilities
With many institutions offering free courses for seniors, there are several options for retirees who want to be lifelong learners
While seniors are increasingly tech-savvy, scammers are becoming more sophisticated. Share this list of tips with your senior clients
The IFB summit tackled the “developed and sophisticated industry” focused on taking money
There are 10 times as many seniors using cannabis today than there were in 2012
SRO recommends asking clients for a trusted contact person, putting temporary holds on suspicious transactions
The federal party says it will increase the credit by $1,000 per year, per senior
But a report shows they aren’t working as long as other Canadians