This month was Seniors Month, and anyone who reads IIROC’s enforcement reports knows that issues related to seniors are top of mind for the SRO.

As part of its push to support older clients, IIROC created a video full of financial tips. Check it out below and share the video with seniors.

IIROC also released a handy checklist to help advisors effectively navigate the needs and challenges specific to senior clients. Topics include:

  • powers of attorney;
  • effective communication;
  • time horizon;
  • investment objectives;
  • KYC and KYP; and
  • trusted contact persons.

Click here to read.

Also read:

Help single, aging clients

Make way for centenarians

Here’s how to help seniors save and invest