Mental health has become a matter of increasing public concern worldwide. In Canada, 1 in 5 people will experience a mental health problem or illness in any given year. 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 – regulators, dealer firms, advisors and associations – to consider solutions to this complex issue.
Since unveiling the Mental Health & The Financial Advice Relationship program, Carol Lynde (Bridgehouse President & CEO) and Adam Wiseman (Mental Health Subject-Matter Expert) have presented to thousands of advisors. Whether through small branch meetings, national conferences or the CE-accredited webinar series, the award-winning initiative has received exceptionally positive feedback from the advisor community.
Our Investors, Family & Financial Security presentation was developed on the heels of pre- and post-COVID-19 advisor-based research, digging deeper into the impact of mental health challenges on the financial security of Canadians and their families. We’ll share our findings, recommendations and a look at the suite of tools we’ve developed, alongside the CMHA and our advisory panel of experts, that advisors can use with their clients.
Join us to find out more about Mental Health & The Financial Advice Relationship.
Members - Included with annual membership fee payment
Guests - $50
The AGM will commence at 12pm MST and should run until 1:15pm. Financials will be emailed to all attendees prior to the meeting. Please plan on signing in a few minutes before noon.
Skip the Dishes vouchers will be provided for lunch.