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The Voice of Canada’s Investment Funds Industry

Vulnerable Investors

In 2014, IFIC created a multi-stakeholder task force to identify and help the industry address issues relating to vulnerable investors, especially those experiencing cognitive decline. The work of the task force includes researching and compiling existing best practices for advisors and firms when working with seniors and other potentially vulnerable investors and developing practical materials that help advisors to better identify and manage cognitive impairment in clients.

The industry sees this as a ‘neighbourhood issue’ and is working collaboratively with regulators and investor advocates to develop tools to support advisors and to create a resource centre for those willing to share materials.



Documents

2018
Video Transcript: Elder-friendly Practices

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.


Presentation: Elder-friendly Practices

This presentation provides practical guidance for having elder-friendly client meetings and conversations.


IFIC releases new video to help advisors establish elder-friendly practices

Video Transcript: Understanding Capacity and Decision-making

IFIC expands its Vulnerable Investors Resource Centre with new advisor materials on capacity and decision making

Presentation: Understanding Capacity and Decision-making

This presentation provides information to guide advisors in thinking about the concept of capacity as they continue to work to improve their interactions with older investors.


IFIC launches video series to help advisors support elderly clients

Presentation: Dealing with Elder Abuse

This presentation shares insights to help advisors meet the special needs and concerns of aging investors and understand how aging investors can become vulnerable to neglect or abuse.


Video Transcript: Dealing with Elder Abuse