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senior couple sitting at table with financial advisor

CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients

Senior people walking on the beach

Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best

  • By: Leah Golob
  • November 15, 2019 November 14, 2019
  • 00:10
senior golfers, three mixed couples

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

Finger pointing at tablet with graphics background

While seniors are increasingly tech-savvy, scammers are becoming more sophisticated. Share this list of tips with your senior clients

Laughing senior man using laptop computer at home

The IFB summit tackled the “developed and sophisticated industry” focused on taking money

Laughing senior man using laptop computer at home

There are 10 times as many seniors using cannabis today than there were in 2012

beautiful senior couple having a walk along embankment, man with cane

SRO recommends asking clients for a trusted contact person, putting temporary holds on suspicious transactions

senior couple meets with advisor at home

The federal party says it will increase the credit by $1,000 per year, per senior

  • By: Katie Keir
  • September 19, 2019 October 17, 2019
  • 13:12
stressed senior couple calculating budget at home

But a report shows they aren’t working as long as other Canadians

  • By: IE Staff
  • August 15, 2019 October 31, 2019
  • 12:43