Let’s “Talk Money”: Helping clients feel better about their finances

This November is Financial Literacy Month, and the theme is simple but powerful: “Talk Money.” The goal is simple—get Canadians talking about money. When people open up about budgeting, debt, or financial stress, they feel more confident and less alone.

Money and mental health are connected
Many Canadians feel stressed about money. That stress can affect their mental health. As an advisor, you can help by starting honest conversations. When clients talk about their worries, they’re more likely to take action and feel better.

How advisors can help
You don’t need to be a therapist. Just listen, ask questions, and offer simple steps. Here are a few ideas:

Ask how clients feel about their finances.
Share stories of others who overcame money stress.
Celebrate small wins, like setting a budget or saving a little more.
Use Equitable’s online learning modules to equip yourself with knowledge to help support client goals.
Watch our on-demand webcast: How to stay grounded in a changing world: Supporting financial and mental well-being

Let’s talk money
Talking about money helps people feel stronger and more in control. This month, let’s help clients open up, take action, and build better habits—financially and emotionally.

If you have any questions, feel free to reach out to your Director, Investment Sales.