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Inclusive Investing: Respecting the Rights of Vulnerable Investors through Supported Decision Making
Overview
Over the years, the CCEL has led a number of projects on mental capacity, decision-making rights, and related barriers to access to justice faced by people living with dementia and other disabilities. The Inclusive Investing Project was developed to explore capacity and supported decision-making in the investment context. The project examines how adults living with disabilities can use supported decision-making to participate meaningfully in investment decision-making. One of the key research question it considers is: How can Canadian investment advisors, adults with cognitive and decision-making challenges, and supporters incorporate supported decision making into the investment decision-making process while guarding against undue influence and financial abuse?
The project considers law and practice in BC and Ontario.
Project Materials
The project resulted in a study paper and a suite of resources. The resources include:
- a presentation for investment advisors,
- a practice checklist for investment advisors,
- a presentation for adults with intellectual or developmental disabilities,
- a booklet for people living with dementia, and
- a booklet for people who support others with decision-making.
Related Blog Posts
Update on CCEL’s Inclusive Investing Project (26 May 2020)
Inclusive Investing and Financial Literacy (6 November 2019)
First Canadian Seniors’ Complaints Report: OBSI (31 July 2019)
Results of IIROC National Survey Calls for More Protection for Vulnerable Investors (22 July 2019)
IIROC 2019 Policy Priority Updates and Vulnerable Investors (19 July 2019)
Consultation Update on CCEL’s Inclusive Investing Project (February 26, 2019)
Partners
The project is made possible by a grant from The Law Foundation of Ontario Access to Justice Fund.
Related Files
Below you will find additional, relevant and specific documentation, backgrounders, research, resources, media releases and summaries that have been, or will be incorporated into our final publications and study papers.
If you have questions about these or other specific documents, please reach out to BCLI using our contact page or at the bottom of each page of our website.
