Elder Financial Exploitation and Undue Influence:

FAIR Project Results & Recommendations
Monday April 16th, 2018

 11:00 AM - 12:30 PM


Laura Tamblyn WattsLLB 
Senior Fellow, 

Canadian Centre for Elder Law, 
BC Law Institute

Marian Passmore
Director of Policy and COO

FAIR Canada 

Where:  This event will be held via GoToWebinar format.

Registration Fee: $15.00  
Once the registration process is completed, an
email will be sent to the participant with a link to sign-up for the GotoWebinar.


Raeann Rideout, 
Central East Regional Consultant
Elder Abuse Ontario

705-876-1122 x 327


Elder investors - vulnerable investors - persons with fluctuating
diminished mental capacity and adults are subject to undue
influence or financial exploitation. 

Financial advisors and the investment industry are key players in the detecting and reporting of elder financial abuse, and other forms of undue influence. However, the current law restricts how these financial planners and investment advisors can reach out or express their concerns, without breaching privacy law.   

This webinar will raise awareness of these concerns, and provide recommendations the investment industry can take to create positive steps to address these issues.The speakers will highlight their recommendations on training, standardized conduct protocols, reporting, privacy, liability protection, and awareness raising.

EAO invites you to join this interactive webinar, as part of Vulnerable Investor and Safe Harbour Project, between FAIR Canada and the Canadian Centre for Elder Law.


Funded by the Law Foundation of Ontario

 For more information: visit the project page and download Final Report. 
Learning Objectives:

*  Overview of the FAIR Project, the consultation process and why these issues
    need to be addressed and appropriate action taken.

*  Understanding what is meant by 'undue influence' and how families, bank staff
   and investors can identify when it is occurring.

*  What are the key issues around diminished capacity and financial management,
    specifically from the perspective of financial institutions. 

*  Options for intervention (with banks and financial advisors/investors) when
    financial abuse of vulnerable investors is suspected.

Review of key recommendations to support vulnerable investors and the
    significance of making these changes.