Consultation Update on CCEL’s Inclusive Investing Project

26 February 2019

By Valerie Le Blanc

The Canadian Centre for Elder Law (CCEL) continues its consultation interviews with key informants and stakeholders on the use of supported decision-making, in the investment context, by persons living with Alzheimer’s, other forms of dementia or intellectual disabilities. Since October 2018, Project Manager and CCEL Staff Lawyer, Valerie Le Blanc, has interviewed people with lived experience, investment professionals, lawyers, academics and community agencies in British Columbia, Ontario, the United States and internationally.

The research and consultations are focused on how to facilitate supported decision-making during the investment process to maximize an investor’s access to investment options while minimizing the loss of autonomy and unnecessary intervention through court-ordered guardianship. The key research question is: How can Canadian investment advisors, adults with cognitive and decision-making challenges, and supporters incorporate supported decision making into the investment decision-making process while guarding against undue influence and financial abuse?

A look ahead

March 2019

The CCEL, in partnership with Alzheimer Society BC and Inclusion BC, will hold focus group sessions in Vancouver and Victoria to connect with community members and their supporters.

April 2019

The CCEL is also running focus groups in Toronto with ARCH Disability Law Centre and Alzheimer Society of Ontario.

May and June 2019

The CCEL will conduct roundtable consultation events in Toronto and Vancouver with stakeholders and community members to consider some of the ideas and opportunities stemming from the research and interviews for how to facilitate the practice of supported decision making in the investment context.

View our consultation poster here

For more information on the Inclusive Investing: Respecting the Rights of Vulnerable Investors through Supported Decision-Making Project, please consult our project page.

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