November 21, 2017

Report On Vulnerable Investors: Elder Abuse, Financial Exploitation, Undue Influence And Diminished Mental Capacity

“We’re caught between a rock and a hard place” said one financial services provider about their challenges in responding to the increasing number of elder financial abuse or mental capacity concerns that investment firms are seeing.  “We want to be part of the solution, but if we suspect something is Read more…

June 2, 2017

Protecting Older Investors: A Joint Project of FAIR Canada and the CCEL

Canada is in the midst of a huge demographic shift. By 2024, people aged 65 and over will account for 20 percent of the country’s population. This has significant policy implications, from infrastructure needs to health care and community services. People don’t often think about the investment industry as being Read more…