Bridgehouse Canada

We are an independent investment platform that strives to help Canadian financial advisors build long-term wealth for clients. Legal:

[Bridgehouse Canada @BridgehouseCA]

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: https://t.co/75BhQbtvTa

[Bridgehouse Canada @BridgehouseCA]

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: https://t.co/EyXWFo2ffe

[Bridgehouse Canada @BridgehouseCA]

@MichelVilla001 presents on #emotionalintelligence and #investing at the IAFP Symposium in Edmonton. @advancedplanner

[Brandes Investment Partners @BrandesGlobal]

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:https://t.co/QfKZuAP9If

[Brandes Investment Partners @BrandesGlobal]

#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.” https://t.co/S4qZj4FMTG

[Bridgehouse Canada @BridgehouseCA]

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. https://t.co/6JDMlWVhu5

[Bridgehouse Canada @BridgehouseCA]

G&M – Having a clear and transparent Trusted Contact Person (TCP) process can help advisors protect vulnerable clients. Regulators have taken note.
https://t.co/DV35wPkxyI

[Bridgehouse Canada @BridgehouseCA]

What is the Sionna Strategic Income Fund? Bridgehouse VP Product Management Matt Brundage discusses the fund's portfolio construction and strategic asset mix. https://t.co/1O4OEWZZiE

[Bridgehouse Canada @BridgehouseCA]

https://t.co/KNksVOu5vM - Chris Garrett, member of Brandes' Emerging Markets Investment Committee, discusses the Brandes Emerging Markets Value Fund and where his team is seeing EM opportunities.
https://t.co/cwSuCcY8NW

[Bridgehouse Canada @BridgehouseCA]

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

[Bridgehouse Canada @BridgehouseCA]

How does client mental health affect the financial advice relationship? Find tools and research here. https://t.co/NOBE8lQlGv #mentalhealthweek #financialadvice

[Bridgehouse Canada @BridgehouseCA]

https://t.co/KNksVOu5vM - The Brandes Emerging Markets Value Fund is Canada's only gold-rated EM mutual fund according to the Morningstar Quantitative Rating system. Learn more: https://t.co/kTHb0lIY4Q

[Bridgehouse Canada @BridgehouseCA]

Advisor Webcast: Discover where Sionna is finding investment opportunities in Canada and globally. CE Credits Pending. https://t.co/Z6xDiaSgLA

[Bridgehouse Canada @BridgehouseCA]

Investment Executive - CMHA Toronto's Adam Wiseman discusses how compromised mental health can affect client financial outcomes, and how advisors can provide support. https://t.co/YMgJ7C58si

#mentalhealth #financialadvice

[Bridgehouse Canada @BridgehouseCA]

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

[Bridgehouse Canada @BridgehouseCA]

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: https://t.co/6ULH8mY7XD
#investing #mentalhealth #wealthmanagement

[Bridgehouse Canada @BridgehouseCA]

“Get Ahead of It” Tools: Here are 7 ways financial advisors can be proactive in supporting clients with #mentalhealth challenges. https://t.co/hS3thOLC98 #investing

[Bridgehouse Canada @BridgehouseCA]

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: https://t.co/WPSRi9V3Y9

[Bridgehouse Canada @BridgehouseCA]

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: https://t.co/coIbTDw4qU

[Bridgehouse Canada @BridgehouseCA]

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. https://t.co/b85rGfop2u #mentalhealth #investing