|Presented by the Social Action – Frauds and Scams Committee
PROTECTING YOURSELF AND OTHERS FROM FINANCIAL ELDER ABUSE
As the population of older adults increases, it is becoming more and more common to rely on family members, trusted friends and caregivers to help with our finances. Unfortunately, statistics show that most financial abuse is perpetuated by someone we believe we can TRUST.
There are practical measures we can put in place to protect our resources so we can avoid the stress and emotional duress that is a result of financial instability late in life. Our expert panelists featuring Elder Law expert lawyer Ann Soden and notary Alana Greenberg will outline best practices to protect ourselves and teach us how to spot the warning signs of financial exploitation. These experts will share what steps to take if you suspect someone you know may be a victim of this type of Elder Abuse fraud.
There is simply NO EXCUSE FOR ABUSE!
For information call Joy Lawee at 514.734.1805 or email [email protected]
Simultaneous translation (English to French)
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Alana Greenberg, Notary
Alana Greenberg is a Montreal notary specializing in: Preparation of Wills and Protection Mandates, Settlement of Estates, Real Estate Transactions, Probates of Wills and Homologations of Protection Mandates, Celebrations of Marriages and Preparation of Marriage Contracts. Alana received her Bachelor of Law in 2003 from the Université de Montréal and her Diploma in Notarial Law from the Université de Montréal in 2006. Alana began her career with De Grandpré Chait in 2006 until 2008 when she started her own firm Greenberg & Greenberg, Notaries. Alana is committed to the community and has participated in numerous ‘Lunch & Learn’ seminars to colleagues and the public and serves as a board member of Mount Sinai Hospital Foundation, à la carte cookbook benefitting the Montreal Children’s Hospital and the Baron de Hirsch – Back River Cemeteries.
Lorne Steinberg founded Lorne Steinberg Wealth Management Inc. (LSWM) with the vision of providing investment counsel services to high-net-worth individuals, based on principles of integrity, transparency, trust and capital preservation. Prior to founding the firm, he was President and Chief Investment Officer of AGF’s investment counsel business in Montreal, Magna Vista Investment Management Ltd., which he joined in 1999. Before Magna Vista he spent 10 years at Lafferty, Harwood and Partners, where he began as a research analyst and was later responsible for the fixed income desk. Lorne has been active in several not-for-profit organizations, most recently serving as Chair of Tyndale St-Georges Community Centre, board member of the Concordia University Foundation and board member of the Camellia Foundation. Lorne received his MBA from the Wharton School of the University of Pennsylvania and his BA from McGill University. He has been a Chartered Financial Analyst (CFA) charter holder since 1996.