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Keyword: Seniors

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active senior hiking in high mountains

A STEP Canada session offered communication tips for advisors

hand drawing creative business strategy with light bulb as concept

Regulator plans to work with provincial regulators and step up efforts to protect vulnerable investors such as seniors

senior man giving credit card details on the phone

Recent legislation gives financial firms and employees immunity for reporting incidents

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