Bridgehouse Asset Managers: Mental Health & The Finance Advice Relationship

Bridgehouse Asset Managers, the investment firm, built awareness of mental health considerations in providing financial advice and on financial well-being in Canada.

The Bridgehouse Mental Health Initiative: Background

Bridgehouse Asset Managers is an independent, Toronto-based investment firm. In 2016, Canadian financial advisors (FAs) reported an increasing number of complicated and difficult client interactions. Bridgehouse theorized that these may relate to pervasive mental health challenges and found there was virtually no research on the impact of mental health/illness on financial decision-making. Bridgehouse contacted the Canadian Mental Health Association (CMHA) Toronto to develop a strategic community partnership and create a campaign to help FAs support their clients with mental health challenges, while upholding their professional obligations.

Research - Qualitative...

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