The Investment Industry Regulatory Organization of Canada (IIROC) today released a video that provides helpful tips and tools for senior investors when working with their investment advisor.
The video complements an investor bulletin published this month by IIROC – Are you financially prepared for what’s ahead? – which encourages seniors to ask questions and conduct their own research. Investment advisors may also find these materials useful when working with their senior clients and discussing the unique needs of investors as they get older.
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