New website gives advisors tools to serve seniors

first_imgsenior couple sitting at table with financial advisor moodboard/123RF Ontario introduces home improvement tax credit for seniors for 2021 OSC names members of Seniors Expert Advisory Committee Maddie Johnson The initiative is managed by an advisory council and content committee of CSI designation holders who have experience working with senior clients. “It is essential that financial advisors understand the mindset of their clients, who need to make important decisions on their hard-earned savings,” said Daniel Plouffe, director of wealth solutions with Sun Life and a member of the advisory council.“This initiative will certainly help designation holders from coast to coast support our seniors in their quest for long-term financial security.” How to avoid abuse by PoAs for property Share this article and your comments with peers on social media The Canadian Securities Institute (CSI) has launched new tools to help advisors serve senior clients. The Financial Health for Seniors initiative will provide advisors with free resources through a dedicated website and a series of educational webinars, a release said.  Keywords SeniorsCompanies Canadian Securities Institute Related news Facebook LinkedIn Twitterlast_img

admin

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top