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Financial mistreatment of older adults

Themes: Principal researcher

PRINCIPAL RESEARCHER:

Marie Beaulieu, Ph. D., University of Sherbrooke

RESEARCH TEAM:

Raymonde Crête, Laval University – Groupe de recherche en droit des services financiers (The financial services research program) (GRDSF);

Ivan Tchotourian, collaborator, Ph. D., Laval University – Groupe de recherche en droit des services financiers (The financial services research program) (GRDSF).

CHAIR PERSONNEL INVOLVED IN THE PROJECT:

Roxane Lebœuf, Chair coordinator

Johannie Bergeron-Patenaude, Social worker and Chair’s active member in the pratice

Monia D’Amours, Research agent

GRANTING AGENCY AND GRANT AMOUNT:

From 2012 to 2013: From the Chair’s funds.

From 2013 to December 2014: From the GRDSF’s funds.

PROJECT COMPLETION DATES:

June 2012 – December 2014

ROLE OF CHAIR IN THE PROJECT:

The Financial Services Law Research Group (GRDSF) from Laval University and the Chair held a working meeting in June 2012. It was agreed that the Chair would collaborate with the GDRSF by performing an international literature review on the theme of financial mistreatment of older adults.

In May 2013, the Chair and the GRDSF have jointly organized a symposium in the framework of the 81st Congress of the Association francophone pour le savoir (ACFAS) (Francophone Association for Knowledge) which has led to the publication of two articles. They also teamed up to collaborate on the publication of a book by Les Editions Yvon Blais. This book, published in December 2014, brings together the work of several researchers, as well as comments from key speakers of the symposium. In additionof being co-editor, the Chair has also co-wrote the framework chapter of this book which is based on the literature review conducted at the beginning of the project and that outlines the state of scientific knowledge on the issue. The Chair also co-wrote the foreword, a chapter with colleagues from the Quebec National Institute of Public Health (INSPQ) on validated detection tools, a chapter with Ann Soden Ad.E. and collaborated in the writing of the article of Mr. Robert Simard, regional coordinator of the Capitale nationale region. They were both key speakers at the symposium.

RESEARCH PROBLEM:

According to service providers, material or financial abuse is viewed as the most common form of abuse against seniors. This topic raises specific issues concerning human rights, psychosocial services, support to people who are being exploited, etc. What is the situation in Quebec and throughout the world?

GOAL OF THE PROJECT OR RESEARCH QUESTION:

Documenting the phenomenon of material and financial abuse against seniors.

OBJECTIVES:

For the first chapter of this book, the objective was to perform an interdisciplinary and international literature review (spread over 10 years) on material or financial mistreatment in order to map out the state of current knowledge on the issue.

METHODOLOGY:

  • Systematic search of scientific articles (choice of keywords; francophone and anglophone data banks; selection criteria);
  • Creation of a corpus of scientific articles (PDF);
  • Completion of a reading grid for each article;
  • Presentation of the preliminary results at the symposium;
  • Drafting of a summary document from notes taken during the symposium that can be used for various purposes;
  • Drafting of two summary articles of the symposium (one published on the Chair’s and the GDRSF’s websites and another published in the Bulletin de droit économique of Laval University);
  • Drafting of a chapter based on a summary of reviewed scientific articles in the book L’exploitation financière des personnes aînées : prévention, résolution et sanction;
  • Co-writing in the drafting of two articles in the book L’exploitation financière des personnes aînées : prévention, résolution et sanction.

PROJECT ADVANCEMENT:

  • Meeting of the 2 teams in June of 2012;
  • Start of the literature review in the summer of 2012;
  • Joint organisation of a symposium as part of the ACFAS 2013 which happened at University of Laval;
  • The Chair is co-editor of a collective work titled L’exploitation des personnes aînées : prévention résolution et sanction following the symposium, it was published by the Yvon Blais Editors in December of 2014;
  • Co-writing of a chapter from this collective work from the literature review;
  • Co-writing of a chapter from this collective work from the conference of MA Ann Soden at the symposium;
  • Collaboration on the writing of an article of this collective work from the presentation of M. Robert Simard at the symposium;
  • The Chair and the GRDSF are now distributing de collective working and transferring the developed knowledge as part of this project.

COMMUNICATIONS:

Beaulieu, M., & Leboeuf, R. (9 mai 2013). L’exploitation financière des personnes aînées : état des connaissances à travers plusieurs disciplines.Colloque « L’exploitation financière des personnes aînées : prévention, résolution et sanction » dans le cadre du 81e congrès de l’Acfas. Québec (Québec).

Organisation d’un colloque portant sur la problématique dans le cadre de l’ACFAS 2013.

PUBLICATIONS:

Crête, R., Tchotourian, I, & Beaulieu, M. (Eds.). (2014). L’exploitation financière des personnes aînées : prévention, résolution et sanction. Montréal : Éditions Yvon Blais.

Crête, R., Tchotourian, I, & Beaulieu, M. (2014). Avant-propos. L’exploitation financière des personnes aînées : prévention, résolution et sanction. Montréal : Éditions Yvon Blais. xiii-xvi.

Beaulieu, M., Leboeuf, R. & Crête, R. (2014). La maltraitance matérielle ou financière des personnes aînées : un état des connaissances. Dans Crête, R., Tchotourian, I. & Beaulieu, M. (Eds.) L’exploitation financière des personnes aînées : prévention, résolution et sanction. Montréal : Éditions Yvon Blais. 3-122.

Simard, R. avec la collaboration de Leboeuf, R. (2014). Rôles et enjeux liés à l’intervention auprès des personnes aînées victimes d’exploitation financière. Dans Crête, R., Tchotourian, I. & Beaulieu, M. (Eds.) L’exploitation financière des personnes aînées : prévention, résolution et sanction. Montréal : Éditions Yvon Blais. 477-488.

Soden, A. & Leboeuf, R. (2014). État de la pratique juridique québécoise dans les situations d’exploitation financière. Dans Crête, R., Tchotourian, I. & Beaulieu, M. (eds.) L’exploitation financière des personnes aînées : prévention, résolution et sanction. Montréal : Éditions Yvon Blais. 431- 451.

Beaulieu, M., Crête, R. Leboeuf, R. et Tchotourian, I. (2014). L’exploitation financière des personnes aînées : savoirs partagés lors d’un colloque interdisciplinaire en mai 2013. Bulletin de droit économique. (2014) 1 B.D.E. 12-19.

Beaulieu, M. et Leboeuf, R. (2013). L’exploitation financière des personnes aînées : prévention, résolution et sanction. Compte rendu d’un colloque organisé dans le cadre du 81e Congrès de l’ACFAS, 5p.