Advisors’ Responsibility: Dealing with Vulnerable Clients

As Canada’s population ages, advisors are tasked to care for clients exhibiting signs of financial abuse and diminished capacity. This vital responsibility, along with “Client Focused Reforms,” shows that an advisor’s role in the client’s life has never been more critical. This webinar will explore recently announced changes by the CSA for vulnerable investors and provide practical guidance on how advisors can support their aging clients.