We are an independent investment platform that strives to help Canadian financial advisors build long-term wealth for clients. Legal: https://teapawt.net/t.co/reYnBCgZ8K
Canada
Joined July 2013
- Tweets305
- Following500
- Followers238
- Likes132
Advisor Webcast Tomorrow: @MorningstarInc Behavioural Researcher Samantha Lamas discusses how behavioural finance impacts financial planning, and provides techniques for advisors to use in their practices. Register here: event.on24.com/wcc/r/2072619…
Today is #WorldMentalHealthDay. Along with our partners at @CMHAToronto, we’re committed to helping advisors support their clients through #MentalHealth challenges and their impact on the financial advice relationship.
More here: bridgehousecanada.com/mental…
Bridgehouse Canada retweeted
Why should U.S. #equity investors consider greater allocations to #InternationalMarkets? Brandes Director of Investments Jeffrey Germain, CFA, and Director of Private Client Sales Matthew Johnson answer this and other questions in this @AdvPerspectives Q&A:bit.ly/2kEa5ar
Bridgehouse Canada retweeted
#DisruptiveTech is changing many industries, creating potential opportunities for #ValueInvestors. Read about how #ActiveManagement seeks to distinguish potentially undervalued businesses from those that may merely be “cheap.” bit.ly/2kCE5n6
Advisor webcast tomorrow– get news and tips for your practice from a panel of mental health experts. Module #6 in the Mental Health & The Financial Advice Relationship webcast series. event.on24.com/wcc/r/1926419…
G&M – Having a clear and transparent Trusted Contact Person (TCP) process can help advisors protect vulnerable clients. Regulators have taken note.
theglobeandmail.com/investin…
What is the Sionna Strategic Income Fund? Bridgehouse VP Product Management Matt Brundage discusses the fund's portfolio construction and strategic asset mix. bridgehousecanada.com/invest…
Morningstar.ca - Chris Garrett, member of Brandes' Emerging Markets Investment Committee, discusses the Brandes Emerging Markets Value Fund and where his team is seeing EM opportunities.
cawidgets.morningstar.ca/Art…
At last night's CPRS ACE Awards Gala, our Mental Health & The Financial Advice Relationship program received a Gold award for Investor/Financial Relations Campaign of the Year. We're honoured! #CPRSACE
How does client mental health affect the financial advice relationship? Find tools and research here. bridgehousecanada.com/mental… #mentalhealthweek #financialadvice
Morningstar.ca - The Brandes Emerging Markets Value Fund is Canada's only gold-rated EM mutual fund according to the Morningstar Quantitative Rating system. Learn more: tools.morningstar.ca/cover/v…
Advisor Webcast: Discover where Sionna is finding investment opportunities in Canada and globally. CE Credits Pending. event.on24.com/wcc/r/1904459…
Investment Executive - CMHA Toronto's Adam Wiseman discusses how compromised mental health can affect client financial outcomes, and how advisors can provide support. investmentexecutive.com/news…
#mentalhealth #financialadvice
Conviction: How much does someone want to do something?
Confidence: Do they think they can achieve it?
High Conviction + Low Confidence = Frustration
=> Advisor Should Explain Plan to Build Confidence
High Conviction + High Confidence = Empowered Decision
#investing
Have you designated a Trusted Contact Person for your clients and obtained written permission to contact them if a client isn’t making financial decisions in their own interest? More info: bit.ly/2SrSoJK
#investing #mentalhealth #wealthmanagement
100%Yes
0%No
1 votes • Final results“Get Ahead of It” Tools: Here are 7 ways financial advisors can be proactive in supporting clients with #mentalhealth challenges. buff.ly/2wGn807 #investing
If a client is hostile, it can be hard for a financial advisor not to take it personally. Learning rational detachment can help. See the Bridgehouse Mental Health webinar Balance, Boundaries and Burnout, developed in partnership with @CMHAToronto for more: buff.ly/2LeBBq3
It is important to document interaction with clients who have mental health issues. SOAP Notes is a tool borrowed from the medical field that helps with consistent note-taking and documents the recommendations that were made by an advisor. More tools here: buff.ly/2QWFfVR
When mental health affects financial decision-making, a 'trusted contact person' (TCP) can help. This is a concept that’s gaining acceptance in Canada and differs significantly from a 'power of attorney' via Winnipeg Free Press. bit.ly/2RTjC7X #mentalhealth #investing
Useful communication skills…
Non-Judgmental thinking challenges your reaction. Silence can help people feel respected and heard. Paraphrasing clarifies thinking. #mentalhealth #investing
