Secure Your Retirement With This Dementia-Friendly
Financial Advisor In Kanata
If you're looking for a dementia-friendly financial advisor, look no further than Todd Morin at
IG Wealth Management in west Ottawa! Todd, a financial planner in Ottawa, Canada,
announced that he has completed a new certification called Dementia-Friendly Professional.
The financial advisor serves clients in Kanata,
Ottawa West, Stittsville, Carp, Almonte, Barrhaven
The newly launched dementia-friendly financial planning
solutions offered by Todd Morin at IG Wealth Management
aim to help you reach your retirement and financial goals.
Financial advisor Todd Morin at IG
Wealth Management has acquired the
certification to meet your evolving
Throughout the Dementia-Friendly ProfessionalTM
training program, Todd Morin learned about the aging
brain and financial management capacity, the business
risks of working with clients with mild cognitive
impairment, behavioural indicators and symptoms,
balancing advocacy and privacy, and much more.
The program consists of four modules that help financial advisors work
more effectively with aging clients at risk of dementia or experiencing
declining cognitive function.
The first module focuses on making
the connection between dementia
and Financial Management
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 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."