Mental Health & The Financial Advice Relationship

Mental Health &
The Financial Advice Relationship

At Bridgehouse, we’re committed to investigating the role that mental health plays in the financial advice relationship, including ways to better equip advisors with the resources that they need to meet the needs of their clients. We’ve partnered with the Canadian Mental Health Association – Toronto to share information and support tools about mental health & the financial advice relationship.

tcp and poa client tools




Research · Results · Recommendations


Promoting investor well-being



Provide your email address and Bridgehouse will let you know when new advisor tools and information become available.

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with “Mental Health Updates” in the subject line

Webcast Series

Media Release


Post-event interviews from Toronto gathering of investment industry members in April 2018

Anne Kilpatrick, Principal, Navigator Ltd. on the types of mental health issues financial advisors are encountering with clients.


Adam Wiseman, Manager Forensic ACT Program, CMHA talks about the importance of helping people in crisis.


Carol Lynde on why mental health is a significant issue for financial advisors.


This program is brought to you by:

cmha toronto logo            bridgehouse logo

For more information on the Canadian Mental Health Association – Toronto, visit or email

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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.