I'm a financial professional
As a financial advisor, you're likely to have clients affected by dementia – whether they have the disease themselves, or are caring for a person who does. Learn how you can offer assistance that's sensitive to their needs.
For many Canadians, dementia is an everyday reality. Not only does a diagnosis of dementia affect a person’s health, but it has serious financial implications for the person and their family.
This section provides information to help you better understand the disease and its impact on individuals and families, and to assist you in pointing clients in the right direction.
Understanding the disease
In your work
- Making your workplace dementia-friendly: Information for financial professionals (from the Alzheimer Society of BC)
Planning tools and checklists
Caring for someone
Online learning resources
Where your clients can find help and support
The Alzheimer Society offers local programs and services across Canada to support people living with dementia, caregivers and families. These may include:
- Support groups
- Individual and family counselling
- First Link® – an early intervention program that gives people with dementia and their caregivers a direct connection to information and services in their community
- Day programs for people with dementia/respite care
- Art and music therapy
Encourage your clients to contact their local Society to find out what's available in their area.
Find your Society
No matter where you live in Canada, you have a Society that you can be involved in. Your Society can help and support you with programs, services, education and resources tailored to you.