Viewpoints about Elderly
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Power of attorney, trusted contact person, assistants to persons of full age and trading authority: what you need to know (Quebec edition)
In Quebec, you can appoint a power of attorney (POA), a trusted contact person (TCP), an assistant to persons of full age (APFA), and/or a trading authority to provide support with your financial affairs, when needed. Each role has different powers and responsibilities.
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Power of attorney, trusted contact person and trading authority: what you need to know (national edition)
In Canada, you can appoint a power of attorney (POA), a trusted contact person (TCP), and/or a trading authority to provide support with your financial affairs, when needed. Each role has different powers and responsibilities.
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Email fraud prevention: what every financial advisor needs to know about cybersecurity
Email fraud often mimics routine client requests. Advisors can detect phishing, verify instructions, and prevent losses with careful checks and phone confirmation.
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How financial advisors can prevent fraud when data is currency
Tips for financial advisors to help prevent fraud, protect client data, and support cybersecurity awareness in wealth management.
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How to protect your clients from financial fraud
Financial fraud is a growing problem for clients. Here are some red flags for advisors to look for and tips for how they can help their clients avoid being caught in a scam.
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