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Keyword: Seniors

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Senior man in driver's seat of car

An aging population means more Canadians are finding themselves caring for older relatives

  • By: IE Staff
  • August 12, 2019 October 31, 2019
  • 12:26
loseup portrait senior man protecting a piggy bank

OBSI finds seniors complain the most about mutual funds, disclosure issues

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
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