While seniors are increasingly tech-savvy, scammers are becoming more sophisticated. Share this list of tips with your senior clients
The IFB summit tackled the “developed and sophisticated industry” focused on taking money
There are 10 times as many seniors using cannabis today than there were in 2012
SRO recommends asking clients for a trusted contact person, putting temporary holds on suspicious transactions
The federal party says it will increase the credit by $1,000 per year, per senior
But a report shows they aren’t working as long as other Canadians
An aging population means more Canadians are finding themselves caring for older relatives
OBSI finds seniors complain the most about mutual funds, disclosure issues
IIROC survey shows support for protecting vulnerable clients, while CSA suggests best practices
A STEP Canada session offered communication tips for advisors