Fiduciary Literacy

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Fiduciary Literacy

Fiduciary LiteracyFiduciary LiteracyFiduciary Literacy
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you

Help Youth Start Early

Help Youth Start Early

Help Youth Start Early

The best way to raise trustworthy, fiscally prudent adults is to instill values and knowledge when they're young, so they have a solid foundation to build on.


Educating our youth is 

a great place to start!

Tomorrow's Fiduciaries

Help Youth Start Early

Help Youth Start Early

Todays adults will be tomorrows Powers of Attorney and Executors.  They're going to need quick study courses like the Personal Fiduciary Certificate program (under Learn) and professionals who can help, by providing guidance and professional services (under Find)

The Reason We Do It

Help Youth Start Early

The Reason We Do It

Education is critical to protect seniors from financial elder abuse while they're alive and ensuring their final wishes are fulfilled, as they directed, after they're gone. 


To protect our elderly, we need to properly educate all of those they will need to depend upon.

you

We Need Professionals

Institutions Are Vital

Institutions Are Vital

Powers of Attorney, Executors and Trustees in Canada may turn to up to seventeen professions for guidance.


It's important that each of them understands what the others do to add value.  Through specialized education, these people learn the full spectrum of what clients need, in order to assist them in their own right, and then refer accordingly.


(See more under Learn)

Institutions Are Vital

Institutions Are Vital

Institutions Are Vital

Our banks, credit unions and other institutions are vital, both in being the first line of defense against financial elder abuse and providing important services for Canadians.


They can add value by ensuring staff have specialized education and requiring or at least recommending personal fiduciaries obtain their Personal Fiduciary Certificates.


(See more under Learn)

Government Initiatives

Institutions Are Vital

Government Initiatives

Governments have an important role to play in protecting Canadians,  both at the federal level and even more so territorially and provincially.


The Task Force on Financial Literacy began in 2009 and has helped countless Canadians, but the time has come for Fiduciary Literacy, to add ethical conduct and fiduciary responsibility to help protect seniors.


It's time to further this great initiative

 


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