CCEL will be present at 15th Annual Geriatric Services Conference. Come find our table, we’ll be there, along with Seniors First BC, the BC Association of Community Response Networks and the Canadian Network for the Prevention of Elder Abuse.
Financial advisors and the investment industry are key players in the detecting and reporting of elder financial abuse, and other forms of undue influence. However, the current law restricts how these financial planners and investment advisors can reach out or express their concerns, without breaching privacy law.
This webinar will raise awareness of these concerns, and provide recommendations the investment industry can take to create positive steps to address these issues.The speakers will highlight their recommendations on training, standardized conduct protocols, reporting, privacy, liability protection, and awareness raising.