Mental health

Our nation is dealing with a mental health crisis. Whether it’s a loved one, a colleague, a Client, or yourself, mental health impacts us all. We must work together to tackle this emergency.

- Chris Denys
Senior Vice-President, Lumino Health

Healthy mind. Healthy finances. Healthy mind. Healthy finances.

Our nation is dealing with a mental health crisis. Whether it’s a loved one, a colleague, a Client, or yourself, mental health impacts us all. We must work together to tackle this emergency.

- Chris Denys
Senior Vice-President, Lumino Health

A tale of two pandemics

Canada was already in the midst of a mental health crisis prior to COVID-19. The pandemic has both magnified and added to this crisis and advisors have witnessed the negative impact on their Clients’ mental health, their colleagues, their families and themselves.

  • 1 in 5 will experience a mental health problem or illness in any given year1
  • 1 in 2 will have/had a mental illness by age 402
  • 60% of Canadians are currently experiencing mental health issues2  
  • 56% of Canadians said COVID-19 is negatively impacting their mental health3

Mental health and the financial advice relationship

As your Clients’ trusted advisor, you see firsthand the connection between financial health and mental health. You’re in a unique position to notice when a Client might be experiencing mental health concerns. However, most advisors feel ill-equipped to provide mental health support and can lack the confidence to have conversations with Clients they are worried about. They can also struggle to maintain their own mental health under the pressure of dealing with Clients and managing their own businesses in this challenging environment. Grow your confidence around how and when to talk about mental health with Clients and use these conversations as opportunities to build trust and create Clients for life.

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Mental illness and addiction: Facts and Statistics, CAMH

2 Sun Life Mental Health Survey, January 2021

3 Sun Life Mental Health Survey, June 2020

Help Clients achieve lifetime financial security and live healthier lives.

Lumino Health. An innovation from Sun Life Lumino Health. An innovation from Sun Life

Help Clients achieve lifetime financial security and live healthier lives.

Health is part of Sun Life’s purpose – helping Clients achieve lifetime financial security and  live healthier lives.  We recognize that health is wealth. That’s why Lumino Health was created.  

Lumino Health is a platform that helps Canadians navigate, access, and consume health solutions. Our resources include 150,000+ health-care providers, articles with advice from experts, and the latest innovations in health.

Be the trusted advisor for your Clients

As a financial advisor, you’re the first point of contact for major life events and can recognize if Clients are experiencing mental health issues. As part of your service, Lumino Health has mental health resources you can share with Clients. Here’s how: 

Client pain point Where to find on
I need professional mental health support.


  1. Search by Mental Health specialty providers:* Psychologist, Psychotherapist, Social Worker, Clinical Counsellor
  2. Find a provider that’s right for you – compare costs, ratings, services offered, and more
  3. Book an appointment

*Not sure which professional to search for? Read the article: How to choose a therapist that’s right for you

Search now

I need help navigating mental health information online.


Navigate and access resources on a variety of health topics.

Access health guides

I'm interested in reading tips that support my mental health.


Find articles on the most relevant mental health topics, featuring expert advice.

Find articles

I want to explore innovative mental health solutions.


Filter on the Mental Health topic, and find the innovative apps, products and services.

Discover innovations

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Select the arrow in the top left corner to share this video with Clients today!


Creating a mentally healthy workplace is a shared responsibility. All staff have a role to play. As the driver of workplace culture, you must actively participate in creating a mentally healthy workplace and set the tone for your team. Without a supportive culture, your efforts are likely to fall short of making a real impact. 

A workplace mental health strategy will provide your team with a shared vision of, and commitment to, positive mental health where everyone feels comfortable to speak openly without fear of stigma or discrimination. This creates a culture of respect and inclusivity.

5 stages of building a workplace mental health strategy for your team2

  1. Building the foundation - You play a key role in changing workplace culture and reducing stigma. You set the standards and tone for your team. Leaders who champion the values of mentally healthy workplaces are likely to act in ways that support positive mental health. This includes understanding mental health terms.
  2. Identifying opportunities - Decide how you will benchmark success and then gather feedback from your team. For example, what are you doing well and what are your opportunities? Using data is critical: it measures your baseline, identifies your team’s unique risks and opportunities, and is key to building your strategy and ensuring you are focusing your efforts in the right place. 
  3. Set priorities and objectives - Set priorities and objectives that are targeted and measurable, around the opportunities you identified. Your mental health strategy should align with your workplace’s mission, vision and values and should focus on total well-being (such as mental health, physical health and financial health).
  4. Take action - Data and insights will tell you what your strategy needs to address. Some examples could include mandatory team training and implementing policies and practices for supporting employee and client mental health.
  5. Re-evaluate - A focus on mental health is an ongoing effort, not a one-time occurrence. Having an ongoing review process is critical as your teams’ needs - and effective strategies - may change over time.

We must invest in creating mentally healthy workplaces now, Sun Life, October 2020

2 Five stages of building a workplace mental health strategy, Sun Life

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Are you equipped to have conversations about mental health with your Clients?

Jordan Tanner, Family Wealth Advisor, shares how to increase confidence by starting the conversation at home and reaching out to your Center of Influence.

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By sharing his personal story, Jordan Tanner, Family Wealth Advisor, is normalizing mental health conversations and encouraging others to speak up about their own mental health.

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Be prepared to work with Clients with all different needs, including mental health challenges. Jordan Tanner, Family Wealth Advisor, and his wife Heather share the first signs of mental illness.

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Build trust and authenticity with Clients by reaching out and checking in.

Jordan Tanner, Family Wealth Advisor, explains how to support Clients with mental health issues and what action needs to be taken if there is a concern about safety.

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During a mental health crisis, finances often fall on the back burner. Jordan Tanner, Family Wealth Advisor, shares why it’s important for more than one individual to have control of the family finances.

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Heather Tanner shares the role of family and friends throughout the mental health journey and where they can go for support.

Some of these advisors are independent brokers who sell products issued by Sun Life Assurance Company of Canada as well as products issued by other insurance and financial companies

Get your toolkit and get ready to make the connection between mental and financial health.


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Contact your Sun Life relationship manager to learn more about this program and the resources available to you.