Project

Inclusive Investing: Respecting the Rights of Vulnerable Investors through Supported Decision Making

Project Status: Work in Progress
Project Contact: Stephanie Tam
Telephone Number: 604-822-0142
Email Us About this Project

Overview

Over the years, the CCEL has led a number of projects on mental capacity, decision-making rights, and related barriers to access to justice faced by people living with dementia and other disabilities. The Inclusive Investing Project was developed to explore capacity and supported decision-making in the investment context. The project examines how adults living with disabilities can use supported decision-making to participate meaningfully in investment decision-making. One of the key research question it considers 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?

The project considers law and practice in BC and Ontario.

Project Materials

The project resulted in a study paper and a suite of resources. The resources include:

  • a presentation for investment advisors,
  • a practice checklist for investment advisors,
  • a presentation for adults with intellectual or developmental disabilities,
  • a booklet for people living with dementia, and
  • a booklet for people who support others with decision-making.

Related Blog Posts

Update on CCEL’s Inclusive Investing Project (26 May 2020)

This website and its publications are not legal advice. Need legal assistance? Visit our Resources page.

Study Papers

9. Inclusive Investing: Respecting the Rights of Vulnerable Investors through Supported Decision-Making

Download document (10128 KB)

Other Publications

Making Investment Decisions With Support – A Resource for People Living With Dementia

Download document (1897 KB)

Powerpoint presentation for people who are receiving support – Making Investment Decisions with Support: Rights and Strategies

Download document (10454 KB)

Powerpoint Presentation for the Investment Sector: Respecting the Rights of Vulnerable Investors through Supported Decision-Making

Download document (13892 KB)

Supporting Client Capacity for Investment Decision-Making: Promising Practices

Download document (992 KB)

Helping Someone With Investment Decisions – A Resource for Family and Friends

Download document (2454 KB)

Making Investment Decisions with Support: Rights and Strategies – Facilitator’s Checklist

Download document (1354 KB)

Inclusive Investing Consultation Poster

Download document (102 KB)

Project Advisory Committee Biographies – Inclusive Investing

Download document (288 KB)

Media Releases

Media release no. 1—CCEL Forms Inclusive Investing Project Advisory Committee

Download document (270 KB)


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