Take the right steps when you suspect a client may be losing his or her ability to make financial decisions
Toronto woman released on bail
The aging population controls a growing proportion of the investible assets in Canada; retaining these older Canadians as clients means making efforts to meet their particular needs
Research suggests that investors become less capable of picking market winners as they age
Government to review impact of policy on seniors
Governments urged not be be complacent over policy reforms
Firms must be mindful of the concerns in dealing with senior investors, regulators say
Sun Life vp advises focusing on older clients who are looking for all their financial planning under one roof
Regulators help caregivers recognize the signs of investment fraud
Resource is designed to help seniors identify tactics used by fraudsters
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