Your firm is locked in a constant battle with the "grey zone"—the period where a client’s capacity is fading, but no clear, recognized medical-legal finding exists. Lack of standardized Capacity Assessments and unreliable POA documentation forces your team to make costly, high-risk decisions: either accept a potentially fraudulent POA (risking client loss) or reject a legitimate one (risking friction).
This vulnerability exposes your firm to reputational damage, compliance penalties, and direct financial losses due to fraud.
Substitute Decision-Making Hub is Canada's central platform dedicated to creating a national standard of protection for vulnerable individuals. For Trusted Advisors, we are your crucial partner in mitigating financial fraud and resolving compliance ambiguity.
Your institutions are the first line of defense against elder financial abuse and POA misuse. Our collaborative ecosystem directly solves the challenges of POA acceptance reluctance, compliance ambiguity, and the "grey zone" of capacity.
Substitute Decision-Making Hub provides the collaborative framework needed to achieve secure, trustworthy substitute decision-making and protect client assets. By joining our community, you gain access to the collective development of our five essential Bridges:
By joining the Substitute Decision-Making Hub, you secure client assets and elevate your
firm's compliance.
Ready to de-risk your fiduciary duty and enhance client protection?