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Month: September 2023

Bridgewell Financial's Teresa Garcia

Meet the Bridgewell Financial team: Teresa Garcia

There’s nothing better than knowing that you work with one of the best teams in the financial services industry—and we fully believe that’s the case here at Bridgewell Financial. We’re very proud of the commitment to excellence that our colleagues display every day. Their dedication to continuous learning, providing an exceptional client service experience and …

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Appliance retailer and retirement savings plans

A Bridgewell case study: Customizing an appliance retailer’s employee retirement savings plan

There are certain workplace experience and compensation hallmarks that matter to most employees. Think competitive compensation, a supportive and rewarding work environment, workplace recognition and a strong employee benefits program. When it comes to the latter, it’s often assumed that retirement savings plans are a trailing priority behind other benefits such as health and dental …

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Bridgewell Financial joins Benefits Alliance

Bridgewell Financial is proud to join Benefits Alliance

One of the most important ways we can help clients achieve financial wellness is by continuing to enhance our service experience in every way possible. It’s a commitment that the Bridgewell Financial Group Benefits team not only embraces, but looks to advance as we enter into dynamic new partnerships and association memberships. On that note, …

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Muskoka cottage dock with canoe and people discussing tax planning

Strategies to mitigate capital gains tax liabilities on the family cottage

In our earlier blogs on developing a plan for the family cottage and the many legal considerations around cottage succession, we explored the emotional and financial sides of managing everyone’s favourite summertime (and in some cases four-season) family asset. But what about tax strategy? Simply put, the capital gains tax implications of owning a second property …

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