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Estate Planning Council of CANADA

How To Safeguard Senior Clients From Investment Abuse

November 26, 2020 3:53 PM | Anonymous

On November 26, 2020, the Estate Planning Council of Canada invited Cindy Boury (Portfolio & Branch Manager) at Raymond James in Abbotsford, BC to speak on this important topic.  Cindy is very passionate about protecting senior clients and gave several examples to the audience, who are primarily financial planners, lawyers accountants, insurance advisors, trust officers and gift planners.  Cindy explained that there are four main steps to protect clients:

  • Know your client
  • Have a financial plan - including direction and goals
  • Know their family members
  • Make sure clients have a will and power of attorney

Furthermore, Cindy provided contacts for where to go for help (in B.C.).

Link to handout

On behalf of the EPCC, thank you to our audience, speaker and volunteers for yet another successful Estate Planning event.

About EPCC

Our mission is to provide community and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  We link and support Estate Planners across Canada and represent a global community online.

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Contact - info@epc-canada.org

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Vancouver, Canada, V6G 1C9

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