1. Senior’s Issues A breakfast seminar presented by the CLS Education Sub-committee
David A. Hausman, Partner, Fasken Martineau DuMoulin LLP
Carol Inwood, Senior Counsel, BMO Wealth Management
Terry Moore, Senior Counsel, CIBC

2. IIROC/IIAC Guidance
IIROC Rules Notice – Guidance on compliance and supervisory issues when dealing with senior clients (May 31st, 2016)
IIROC Webcast Dealing with Senior Clients (June 13th, 2016)
IIAC Guidance Report – Protecting Senior Investors - Compliance, Supervisory and Other Practices When Serving Senior Investors (March 18, 2014)

3. Capacity Resources Substitute Decisions Act, 1992 (Ontario)
Capacity to manage property – s. 6
Capacity to make personal care decisions – s. 45
Capacity to grant/revoke POA for property – s. 8
Meeting the Needs of Investors with Cognitive Decline, Advisor Insights (June 2016: The Investment Fund Institute of Canada)

4. Financial Abuse/Undue Influence
Undue Influence - Recognition/Prevention: A Reference Aid (2011: British Columbia Law Institute)
Recognizing Financial Abuse – Pocket Guide (2015: New Brunswick Financial and Consumer Services Commission)
Long-Term Care Homes Act, 2007 (Ontario) – s.24
Retirement Homes Act, 2010 (Ontario) – ss.75, 98

5. Other Resources
Canadian Bankers Association: Your Money – Seniors website
What every older Canadian should know about Powers of Attorney and Joint Bank Accounts (2013: Forum of Federal, Provincial and Territorial Ministers Responsible for Seniors)