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Speeches and Presentations

Presentation: Elder-friendly Practices

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

(July 12, 2018)

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.

(July 5, 2018)

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.

(June 25, 2018)

Text: Safeguarding Access to Financial Advice for Canada's Middle Class (June 15, 2017)
(June 15, 2017)

International Panel
(September 29, 2016)

Implementing the Final Phase of CRM2

Presentation by Michael Stanley (President & CEO, Quadrus Investment Services Ltd. and Chair of IFIC’s CRM2 Communications Task Force) to The Strategy Institute

(April 27, 2016)

Boomers and Gen X - Diminished Financial Capacity
(October 1, 2015)

Boomers and Gen X - Financial Life Stages of Older Canadians
(October 1, 2015)

Communicating CRM - a New Era in Investor Information - The Evolution of Mutual Funds
(October 1, 2014)