Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 32 n° 15

CSI Launches Initiative to Promote Better Financial Health for Seniors

Posted by fidest press agency su lunedì, 2 dicembre 2019

The Canadian Securities Institute (CSI), a Moody’s Analytics company, is pleased to announce the launch of its Financial Health for Seniors project. Through this initiative, CSI will equip financial advisors with free resources for advising seniors and their families.
Over the next 20 years, Canada’s population of seniors aged 65 and older is expected to grow by 68%. By 2030, this demographic could represent 23% of Canada’s total population. To understand the issues financial advisors in Canada face when advising seniors, CSI sought feedback from a representative sample of its 9,000 designation holders. Many of the respondents indicated that they find it difficult to recognize and properly handle the unique challenges facing their senior clients.

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