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Vulnerable Investors


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

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.

Video Transcript: Understanding Capacity and Decision-making

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

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