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Keyword: Seniors

164 results found
High angle view of mallet eyeglasses legal book in courtroom

"The respondent took advantage of her. The facts are shocking," an MFDA panel said

Laughing senior man using laptop computer at home

Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly

laughing family, senior parents and their adult son

Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead

senior couple meets with advisor at home

New members include experts in aging and health, investor advocates and industry personnel

Scenic mature couple holding hands together and looking abroad during retirement vacation

StatsCan report says health status, age, marital status and location of residence more important factors in life satisfaction

Canadian money in the black wallet

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse. But they have begun to show a willingness to develop workable solutions.

elderly couple who grips cane

The aging of Canada’s population raises challenging legal, regulatory and ethical questions

tractive happy senior chinese couple sitting on the front steps of their house.

Many homeowners are feeling pressured to sell to help finance their retirement

  • By: Leah Golob
  • July 17, 2018 February 14, 2019
  • 12:00
senior couple sitting at table with financial advisor

A client’s age has taken on an overly important role when advisors determine suitability of investments for clients

loseup portrait senior man protecting a piggy bank

The effects of financial abuse frequently go well beyond the pocketbook

  • By: IE Staff
  • June 18, 2018 February 15, 2019
  • 06:00