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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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