Mental Health & The Financial Advice Relationship

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?

Click here to see the full infographic.

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.

Infographic: find out what mental health conditions advisors are encountering with their clients.

Life events can impact your overall health. What’s your score?

Bridgehouse has taken reasonable steps to ensure accurate and current information at the time of posting. The information has been gathered from sources believed to be reliable; however, Bridgehouse is not responsible for any errors or omissions contained herein. This material has been provided for informational purposes only, is not intended to provide legal, financial, medical or other advice, and may not reflect the thoughts and opinions of Bridgehouse. Information provided is not a substitute for professional advice. If you feel that you may need medical advice, please consult a qualified health care professional.