May 5, 2021

Supporting Client Capacity for Investment Decision-Making: Promising Practices

This checklist is a companion piece to the PowerPoint presentation Inclusive Investing – Respecting the Rights of Vulnerable Investors through Supported Decision-Making. To access the presentation click here.

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

This publication is available in two formats: a 2-page layout and a 1-page layout.

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

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

This checklist is a companion piece to the PowerPoint presentation Making Investment Decisions with Support: Rights and Strategies. To access the presentation click here.

April 22, 2021

8. Update on the 2009 Provincial Strategy Document on Vulnerable Adults and Capability in British Columbia: A Discussion Paper and Reference Guide