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The Voice of Canada’s Investment Funds Industry

Speeches + 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)

Operations Working Group Update
(November 17, 2017)

Blockchain and What Operations Needs to Know
(November 17, 2017)

Dealer Operations Panel
(November 17, 2017)

E-Signature Update
(November 17, 2017)

Taxation Update
(November 17, 2017)

Special Guest Speaker Peter Zeihen
(September 27, 2017)

The Changing Tax Environment for Canadian Investment Funds
(September 27, 2017)