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Inclusive Investing: Respecting the Rights of Vulnerable Investors through Supported Decision Making


The BCLI Board is excited to share that the Canadian Centre for Elder Law (CCEL) is moving to the TRU Faculty of Law. As part of this transition, this page will also be moving to TRU. If you have any questions, contact us at bcli@bcli.org.

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.

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