For Seniors

Welcome

Welcome to the Seniors’ Section of the MFDA Website.

Below you will find information on investing organized by topic as well as links to Federal, Provincial and Territorial Government Services for Seniors.

The Advisor/Client Relationship

Working with your advisor

Suitability and Know-Your-Client (KYC)

Mutual Fund Fees & Performance

What to do if you have a complaint

Protect Yourself From Financial Harm

Identify and detect frauds and scams

Check Your Advisor’s Registration

Never Lend Money to Your Advisor

Safeguard Your Confidential and Personal Information

Avoid Solicitations by Phone and Email

Avoid High Pressure Sales Tactics

Never Name Your Advisor as Your Power of Attorney or Executor

Never Pre-Sign Blank Forms

Federal, Provincial and Terrirorial Government Services for Seniors

Federal

Provincial

Other Seniors’ Resources