Kanata Financial Advisor Dementia Friendly Wealth Management Services Launched

Kanata, Ontario, financial advisor Todd Morin at IG Wealth Management has recently acquired the Dementia-Friendly Professional certification in an attempt to serve all of his clients better.

Todd Morin – IG Wealth Management, a financial planner in Ottawa, Canada, announced that he has completed a new certification called Dementia-Friendly Professional offered by Age Well Solutions. The financial advisor serves clients in Kanata, Ottawa West, Stittsville, Carp, Almonte, Barrhaven and Nepean.


More information can be found at http://www.toddmorin.com


The newly launched dementia-friendly financial planning solutions at Todd Morin – IG Wealth Management aim to help clients reach their retirement and financial goals.


According to recent reports, one in four persons over the age of 80 will develop some form of dementia. This means that those who are getting close to retirement or just starting retirement need the help of an experienced financial advisor to secure their future.


Financial advisor Todd Morin at IG Wealth Management has acquired the Dementia-Friendly Professional certification to meet his clients’ needs. This training enables him to more effectively work with clients whose cognitive abilities may be declining.


Throughout the Dementia-Friendly ProfessionalTM training program, Todd Morin learned about the ageing brain and financial management capacity, the business risks of working with clients with mild cognitive impairment, Behavioural Indicators and symptoms, balancing advocacy and privacy, policy and important industry updates, and creating a dementia friendly practice.


The program consists of four modules that help financial advisors work more effectively with ageing clients at risk of dementia or experiencing declining cognitive function.


The first module focuses on making the connection between dementia and Financial Management Capacity. It covers the most important conceptual, procedural, judgement skills, depositing money, paying bills and budgeting, investment return, loss and compounding, as well as buying decisions.


The second module includes information about capacity and supportive decision-making, while Module 3 focuses on knowledge and communication strategies, and balancing advocacy and privacy.


Lastly, Module 4 covers the most important practice operations, process and best practices, and client communication.


A satisfied client said: “Todd treats our portfolio with as much care and attention as he does with his own. As we approach retirement, we feel confident that we have a solid financial plan that will allow us to enjoy the next chapter in our lives.”


Interested parties can find more by visiting the above-mentioned website

Release ID: 88983404