Home Patricia Chisholm

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.

  • July 27, 2018 August 14, 2018
  • 00:11

Tips for teaching clients about these still-evolving funds and what they entail

  • May 2, 2018 May 1, 2018
  • 00:10

ETFs offer portfolio diversification that can reduce losses while retaining potential for growth

  • May 2, 2018 May 1, 2018
  • 00:05

As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult

  • May 2, 2018 May 30, 2018
  • 00:04

When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?

  • April 27, 2018 August 14, 2018
  • 00:10

As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for guidelines

  • March 29, 2018 August 14, 2018
  • 00:11

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

  • March 1, 2018 August 14, 2018
  • 00:14

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

  • January 15, 2018 August 14, 2018
  • 00:20

The error relates to a discrepancy between the date when the purchaser may take vacant possession of a property and the formal closing of a home purchase

  • November 30, 2017 November 30, 2017
  • 16:25

A ruling from the Ontario Superior Court delivered in November concluded that much of the drive behind the lawsuit was “entrepreneurial” in nature

  • November 29, 2017 November 29, 2017
  • 07:30