In 2016, Bridgehouse Asset Managers identified a connection between mental health and sound financial decision-making, and partnered with the Canadian Mental Health Association–Toronto (CMHA) to lean on their mental health expertise. This collaboration has broken new ground by rallying Canada’s investment sector – companies and regulators – to consider solutions to this complex issue.
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We asked financial advisors…
Has a mental health issue had a negative impact on your clients’ financial decision-making?
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Connect to clients using social proof statements and community-based observations to help them open up about their own struggles or concerns.
Have your clients selected an “emergency” contact should you become concerned about their ability to make financial decisions or if you suspect financial abuse?
Learn more about the differences between a TCP and POA, and how to discuss these two roles with your clients.
Stress can derail a client’s financial plan. Use this proactive tool to identify client stress points and preset a plan of action.
Take care of your own mental assets with these 10 tips that guard against burn out.
NEW research infographic: our latest findings regarding mental health, diminished capacity, financial abuse and more.
Life events can impact your overall health. What’s your score?
- OSC Research Report: Protecting Aging Investors through Behavioural Insights
- Lumino Health – Mental Health
- CMHA-Toronto Mental Health Resources Quick Guide
- CAMH Continuum Model of Mental Health
- CAMH Mental Health 101
- Gov’t Canada – Mental Health Support page
- Mental Health Commission of Canada – Caregiver Mobilization Kit