As families navigate aging, cognitive decline can introduce complex financial, legal, and emotional challenges. This session brings together perspectives from wealth management and elder law to help individuals and caregivers understand how to prepare for, and respond to, the financial implications of dementia and diminished capacity.
Drawing on real‑world scenarios, our speakers outline practical steps families can take to safeguard decision‑making, support loved ones, and maintain financial stability through periods of uncertainty.
Intervenants
Darryl Brown
CFA
Gestionnaire de portefeuille
Darryl Brown is a Portfolio Manager at Genus Capital Management, where he supports clients in navigating the complexities of wealth management with clarity, structure, and informed decision‑making. His approach emphasizes helping individuals understand how their investment strategies align with both their long‑term financial objectives and the personal values that guide their choices.
Darryl’s career spans more than 25 years across financial analysis, advice‑only financial planning, investment consulting, and leadership within a social impact enterprise. He earned his mutual funds licence while still in high school, marking the beginning of a career defined by a commitment to accessible, transparent financial guidance. This breadth of experience informs his ability to provide clients with practical, values‑aligned investment insights and support through all stages of their financial lives.
Zachary Murphy-Rogers
TEP
Partner – Wills, Trusts & Estates and Adult Guardianship
Zachary is a solicitor and litigator, practicing in a broad, but complementary, spectrum of practice areas generally with a view to protecting and transferring wealth, and dealing the consequences of an individual’s death. Zachary also has a fertility and surrogacy law practice, helping intended parents, donors and surrogates navigate Canada’s legal regime with respect to IVF and other assisted human reproductive technologies.
Zachary assists clients in preparing estate and incapacity plans and in the administration of estates of deceased individuals. His estate planning clients range from young professionals looking to establish their first foundational estate plan, to retired individuals looking to ensure that their estate plans are probate fee minimizing, tax efficient, and litigation resistant. His estate administration clients range from first-time executors, to professional fiduciaries and trust companies. In all cases, he is able to simplify complex legal principles to ensure that the decisions his clients make are well-informed.
