Project Contact: Stephanie Tam
Telephone Number: 604-822-0142
Email Us About this Project
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.
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)
Inclusive Investing and Financial Literacy (6 November 2019)
First Canadian Seniors’ Complaints Report: OBSI (31 July 2019)
Consultation Update on CCEL’s Inclusive Investing Project (February 26, 2019)
CCEL Forms Inclusive Investing Project Advisory Committee (October 16, 2018)
The project is made possible by a grant from The Law Foundation of Ontario Access to Justice Fund.
This website and its publications are not legal advice. Need legal assistance? Visit our Resources page.
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