A large portion of older clients use the popular social-media platform
A proposed guidance will address issues of compliance, supervision and other practices when serving senior investors
New resource is part of FCAC’s program focusing on improving financial literacy around specific life events
Dealers should put more of a focus on training their advisors on how to work with seniors
Your Money Seniors builds on success of program for students
Investors can cash in on the ‘grey’ market, says CIBC report
Many seniors qualify as vulnerable because of a loss of cognitive ability and a willingness to trust others
Filing an income tax return on time is especially worthwhile for elderly clients, even if they don't have much income. Filing will give seniors access to some helpful tax credits and grants that can reduce their taxes and get them some extra money
The average debt per Canadian household rose by only 0.3% in 2012, as most Canadians slowed or stopped their borrowing. Seniors were the exception, as their debt levels increased by an average 15.1%, according to a survey by Ipsos-Reid Corp. Although that may sound like a disturbing trend, seniors have a history of adding to […]
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