Mental health can influence investment decisions Wealth planning beneficial when everything is on the table.
News
All articles are in English unless otherwise indicated.
Advisors seek help with clients’ mental health Many Canadians are suffering from mental health issues and, as such, it’s affecting their ability to make strong financial decisions, according to a study conducted on behalf of Toronto-based Bridgehouse Asset Managers.
Canadian Financial Advisors Face Real Impact From Client Mental Health Issues Research unveiled by Bridgehouse Asset Managers shows that client mental health issues have a negative impact on financial decision-making; the company is seeking industry support for practical recommendations to help advisors and their clients.
Sionna’s Kim Shannon: Buy Canada at a Discount Now is more a time than ever for a defensive capital preservation stance and less of a focus on trying to make excess returns Kim Shannon, president and co-chief investment officer at Sionna told BNN.
Balancing Your Mind and Your MoneyIs it true that mental heatlh can affect your finances? Sybil Verch talks to Bridgehouse President Carol Lynde about how your mental health and decision making can affect your rate of return.
Bridgehouse Launches Morningstar Managed Investments ProgramAdvanced New Offering Features Objective Selection of Third-Party Managers
Change in how Bridgehouse delivers high net worth pricing.New delivery method eliminates need for advisors to track thresholds and switch clients between series when an investor reaches $100,000 in a fund account. Fact Sheet available.
Corporate Class Dividends paid on February 22, 2017Bridgehouse Corporate Class Inc. paid eligible dividends for the Greystone Canadian Equity Income & Growth Class and Sionna Canadian Equity Private Pool to shareholders of record at the close of business on Tuesday February 21, 2017.
Corporate Class Dividend Estimates as of February 21, 2017Bridgehouse Corporate Class Inc. has declared ordinary dividends to shareholders in the Greystone Canadian Equity Income & Growth Class and Sionna Canadian Equity Private Pool payable on February 22, 2017 to shareholders of record at the close of business on February 21, 2017.
Looking Ahead to 2017 – Letter from Carol Lynde, President and COOCarol Lynde sees a bright path forward as Bridgehouse looks forward with enthusiasm and positive resolve.
