Follow these tax tips from the CRA
The SRO will set up an advisory group that represents the investor perspective
Regulators propose measures to help firms protect vulnerable clients
Prosecutions for fraud against seniors reaches record levels
Associate Finance Minister Mona Fortier talks to Investment Executive about measures to boost the middle class
Regulators' efforts to prevent abuse are gaining traction
CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients
Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best
Determine any gaps in insurance by matching their assets and their needs to their liabilities
With many institutions offering free courses for seniors, there are several options for retirees who want to be lifelong learners