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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As the population ages, you will have more elderly clients
Better resources are needed to help seniors find a qualified financial advisor
After age 60, clients may become less financially literate
Younger and older Canadian families are struggling with the effects of the recession
BCSC investment fraud vulnerability report finds that many older Canadians don’t understand the trade-off between risk and return
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