REMINDER: The IFB Fall Virtual Summit is a Week Away!

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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.

Since unveiling the Mental Health & The Financial Advice Relationship program, Carol Lynde (Bridgehouse President & CEO) has 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. 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.

Teaser statistics & learning objectives:

Did you know?

·        1 in 5 Canadians live with a mental health issue

·        85% of advisors spend more time with clients experiencing mental health issues

How do you, as an advisor, detect a crisis early on when managing your client relationships?

In this presentation, you’ll:

·        Learn tips & strategies for working with clients experiencing mental health challenges

·        Discover how to maintain balance & set boundaries

·        Get practical tools you can use with your clients 

SHYAM GANESH

Shyam Ganesh, Valenta BPO Solutions

What is Paraplanning and how it can increase your profitability 

FP Canada Approved CE: Practice Management

RIBO Personal Skills

AAC ID# 55687 (1.00, Life)

Manitoba ID# 35175

As a financial advisor, you are under constant pressure from regulators, the media and clients not only to deliver value but also to continuously justify and quantify it. The surest way of doing this is to integrate financial planning into your practice, which means that you are now spending more time per client than ever before. However, most advisors are not making more to compensate for this shift. So how do you increase profitability in your practice? Join us to learn what paraplanning is and how you can delegate not only administrative tasks but also higher level financial planning tasks to ensure your time is focused on relationships and growth.

DR. AMY D'APRIX

Founder, Life Transitions by Dr. Amy 

TOPIC: Mastering the Art of Relationship-Based Advising 

FP Canada Approved CE: Financial Planning

RIBO Personal Skills

AAC ID# 55826 (1.00 Life, 1.00 General)

Manitoba ID# 35228

Research has consistently shown that clients want advisors who know them beyond their finances and understand then holistically. Time constraints, the demands of paperwork and regulatory issues, and now working in a virtual world make this especially challenging for advisors to do effectively and efficiently. Learn the art of relationship deepening and elevate your practice to a new level by implementing the practical skills and strategies offered in this session.  

This session will cover:   

·     What do you hear? 3 levels of listening to deepen relationships quickly 

·     The art of questions - getting to the heart of the matter  

·     Deconstructing empathy: conveying genuine interest and understanding to clients and prospects 

JEAN-PIERRE LAPORTE

CEO, INTEGRIS Pension Management Corp.

MARK TAUCAR

CFA, Accilent Capital Management

TOPIC: Using Pension Legislation to Save Taxes and Grow your AUM 

FP Canada Approved CE: Financial Planning

AAC ID# 55691 (1.00, Life)

RIBO Technical

Manitoba ID# 35180

In a post-pandemic world, it is inevitable that taxes will increase as the government seeks to recoup some of the money distributed in its emergency relief efforts. For financial advisors with business-owner clients, knowing how to minimize taxes will make you an indispensable partner in protecting and growing assets. 

Personal Pension Plans (PPP®) offer five critical features to protect small business owners and their families: 

·     Creditor protection under pension legislation 

·     Super priority under bankruptcy laws 

·     The ability to create new registered pension room using special payments, past service and terminal funding

·     Enhanced basic portfolio management techniques 

·     A means for surviving family members to avoid tax consequences of the deemed disposition rules should death occur 

Jean-Pierre Laporte, MA, BA, JD, is CEO of INTEGRIS Pension Management Corp., and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. Along with Mark Taucar, CFA, he has authored a new must-do course for financial advisors who want to become accredited in providing advice on integrating a Personal Pension Plan strategy for their clients. 

Attend this information session to learn how a PPP® can benefit your clients (or your own family business), and hear how IFB members can get a significant discount on the Personal Pension Planning course offered through the Knowledge Bureau.