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Estate Planning Council of CANADA

How to Safeguard Your Senior Clients from Investment Abuse

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

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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

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

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