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Keyword: Seniors

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US$1.3 million returned to investors

Tap your inner circle for new clients

Lowering the tax rates for Canadians over the age of 65 who choose to stay in the labour force is one notable idea

Make sure you consider the possibility of fraud when a senior client’s friend or family member approaches you with unusual instructions

Take leadership in stopping fraud in its tracks and educating your clients about avoiding common sources of fraud

Discussion paper intended to spark a discussion on how industry and regulator can work together to address issues facing older consumers

The act will create incentives for advisors to report possible exploitation as soon as possible

MFDA compliance review finds lack of consistency across mutual fund dealers

ServeOurSeniors.org provides seniors-related resources investors, caregivers, the industry and policymakers

Some elderly clients might think creating a joint bank account with an adult child is an easy way to ensure the senior's bills will be paid should he or she become ill or incapacitated. But the potential for problems far outweighs the benefits

The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication