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Other Documents

Best-practice Checklist

This is a checklist of best practices advisors can implement to help make their offices or meeting spaces more accommodating for elderly clients.

Video Transcript: Elder-friendly Practices

Investment Fund IFRS Toolkit (July 2018)

Amended the document to delete references to various accounting standards which are no longer applicable

Video Transcript: Understanding Capacity and Decision-making

Video Transcript: Dealing with Elder Abuse

Advisor Insights: Global Regulatory Developments in Investor Protection

Daniel Labonte Bio - 2018

Paul Bourque Bio - 2018

Douglas Coulter Bio - 2018

Paul Orlander Bio - 2018