Have you designated a Trusted Contact Person? In situations like where your advisor suspects you may be a victim of cybercrime or has reason to believe an aging-related health issue may be impacting your decision-making ability, this added layer of security can be a benefit to your financial well being.

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— Content courtesy of CWB Wealth Management

Article sources: Autorité des marches financiers, Aumlaw.com, Advisor.ca, securities-administrators.ca, finra.org, Canadian Securities Administrators, IIROC – The Strategy Counsel, McMillan LLP (mcmillan.ca)

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