REGISTER FOR
SEMINAR

PROGRAM SEGMENT TWO

Today’s Senior Clients, using foresight to reduce risk

Video-taped interview with
Arthur Fish, Lawyer

Partner, Borden Ladner Gervais LLP

Arthur is a partner in the Toronto office of Borden Ladner Gervais LLP and the Manager of the Toronto Regional Family Wealth Counsel Practice. Arthur's primary areas of practice are advising commercial fiduciaries on issues of mental capacity and estate law; mental capacity and substitute decision making; the creation and operation of commercial trusts; charities and estate planning and administration. He also has a rapidly growing mediation practice focused on estate, trust and guardianship disputes. Arthur is a popular speaker, writer and is currently a member of the OSC’s Seniors Expert Advisory Committee.

LEARNING TOPIC

To consider the tools financial advisors need to use in order to serve the aging demographic well.

Interview will include:

  • Capacity/Incapacity; red flags for advisors to be aware of
  • Trusted Contact Person (TCP) — what this is, when is it used, why is it important for clients and their advisors, and how to implement TCP as a practice standard
  • Continuing Powers of Attorney for Property; an overview of key clauses to be aware of and how these POAs differ from TCPs

DISCUSSION FORMAT

Discussion Activity: The TCP Best Practice

Learning Objective: To consider the critical aspects involved in the implementation of appointing a Trusted Contact Person (TCP), as a standard of care best practice for all clients.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).