About

A financial services firm built for you

Bridgewell was founded on a simple idea: that by bringing together a strong team of specialists from across various disciplines, we could help organizations and their leaders exceed their financial goals and stay a step ahead at all times.

Solutions that work

We’ve built an advisory team that puts your needs first, combining responsiveness and dependability with comprehensive experience and a focus on purpose-driven planning. Our goal is to fill the gaps in your financial foundation, while offering customized solutions that make sense for your business and personal financial circumstances.

The support you need

We understand that you lead a busy life and face a host of challenges each and every day. Our job is to reduce the complexity and make your decisions as simple and streamlined as possible. We do it by leveraging accurate research, analysis and modelling. By presenting new ideas and advice and using technology to aid with your decision making, we manage the details so you can focus on building your business and enjoying the lifestyle pursuits that matter most.

Leadership

Mike Tranter

B. Eng; QAFP™

Partner

Chad Tranter

BACS, CFP®, CLU

Partner

Michael Wortsman

BFA

Partner

Graeme Martin

CFP®

Partner

Our Team

Amr Galal

Consultant, Benefits and Savings Programs

Jessica Thompson

Client Service Coordinator

Teresa Garcia

Group Service Coordinator

Judy Tranter

Associate Advisor

STRATEGIC PARTNERS: EMPLOYEE BENEFITS

Keller Insurance
Group

Daniel Keller

Independent Insurance & Financial Concepts

Irwin Wortsman
Paul Mandel

Sterling Park Financial Group

Zachary Goldman
Brett Okorofsky

Doing right and giving back

We built Bridgewell to be a different kind of financial services firm, one guided by a shared set of values and beliefs. Our focus on teamwork, simplicity, responsibility and integrity forms the foundation of our company culture.
Exceeding expectations may be our goal as a firm, but helping others is at the heart of what we do.

It’s what drives us to continue improving and providing better service; to keep you informed about the latest trends, legislative developments and important economic drivers. Because to us, there’s nothing more satisfying than helping you move a step closer to achieving your personal or professional goals.

Giving back

We’re passionate about supporting transformative community and charitable causes. Giving back is a key pillar of our business. By focusing on sustainability, philanthropy and ethical business practices, we believe that Bridgewell can improve lives and make a difference in the world around us.

Let’s discuss your financial planning needs

More Services

Financial Planning

Group Benefits

Corporate Insurance

Personal Insurance

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