Log in


Estate Planning Council of CANADA

How to Safeguard Your Senior Clients from Investment Abuse

  • November 26, 2020
  • 12:00 PM
  • Zoom

Registration


Registration is closed

Financial abuse of the elderly isn't often talked about.

In this presentation, Cindy Boury, a portfolio/branch manager with tier one compliance and regulatory supervisory experience will explore the challenges relating to safeguarding your senior clients from Investment Abuse.  She will provide examples from personal experiences, and discuss how to recognize warning signs and what to do if you find yourself in this situation!


Presented by Cindy Boury, FMA, CIM, FCSI

Portfolio and Branch Manager

Cindy Boury Private Wealth Management of Raymond James Ltd.

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.



More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

Social Media Links

Featured members


2021 Copyright © Estate Planning Council of Canada.  All rights reserved.
Powered by Wild Apricot Membership Software