Earn up to 6 hours of CE for Life license & CFP

Early Bird Rates Extended until Wednesday April 1st 2020.

The BC Spring Summit presentation lineup is now Confirmed!

All Keynote Presentation Format Including:

Mental Health & The Financial Advice Relationship

Samantha Hill, Bridgehouse Asset Managers

FP Canada Approved CE: Practice Management, 1.00

Mental health has become a matter of increasing public concern worldwide. In Canada, by age 40, half of the population will have, or will have had, a mental illness. 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.

The presentation, built with research, advisor interviews and mental health expertise, gives an overview of the current mental health landscape and its impact on investors. Further, it provides advisors with a suite of educational tools and real life scenarios that they can apply with their clients who may be experiencing mental health issues.

Interaction with advisors and their feedback has confirmed Bridgehouse’s belief that advisors are in need of tools and guidelines when dealing with clients experiencing mental health issues.

Join us to find out more about Mental Health & The Financial Advice Relationship.

Rod Burylo,

Croft Financial Group

A Matter of Trust

FP Canada Approved CE:

Professional Responsibility 1.00

This course introduces Financial Advisors to the most important concepts and issues related to trust and the financial services industry. This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

Offer valid until Monday April 1, 2020