What happens when you put some of the world’s leading health, wellness and longevity experts in the same room? Put simply, you’re subject to a mind-boggling array of insights and expertise that expand your understanding of optimal human performance. And let’s not forget the opportunity to interact with some of the insurance, financial planning and …
Key takeaways from the Longer. Healthier. Better Symposium Read More »
One of the many advantages of Bridgewell Financial’s membership with Benefits Alliance is the opportunity to participate in the organization’s annual Connect Conference. The 2024 edition—held September 22nd to 24th in Nashville—exceeded our expectations in every way, from the chance to network with leading group benefits professionals from across North America to the depth and …
Reflections on the Benefits Alliance Connect Conference 2024 Read More »
At first glance, the headline news from the 2024 federal budget was grim for wealthier Canadians, some business owners and professional corporations: a surprise tax increase that will have significant financial implications for many in those groups. But a week post-budget, we can see there’s room for tempered optimism. In fact, these changes present new …
The 2024 federal budget raises taxes and new financial planning opportunities Read More »
When asked what makes our firm stand out, we simply say that Bridgewell Financial is powered by extraordinary people. Their dedication to excellence, their commitment to our clients’ success and their passion for giving back to the community have helped our firm achieve success over the years. No matter their role, our team members are …
Meet the Bridgewell Financial team: Jessica Thompson Read More »
If our first year in business was about establishing processes, delivering high-value financial solutions and growing our firm, the second has been about taking it to the next level and continuing to enhance a client service experience built around delivering financial wellness. We’re especially proud that we’ve been able to expand what it means to …
Year-in-Review 2023: Bringing financial wellness to our growing client base Read More »
An important question that’s been on the minds of employers over the past year is how the National Pharmacare and Canada Dental Benefit plans could impact their group benefits coverage—if at all. Do these new programs negate the need to provide drug or dental coverage to their teams? Are the plans fully comprehensive, or are …
National Pharmacare and Canada Dental Benefit plans: What employers need to know Read More »
Since founding Bridgewell Financial, we’ve been lucky to work with many outstanding service providers from across the financial services industry. We’ve built strong connections and forged relationships that are helping our clients achieve financial wellness in all aspects of their personal and professional lives. We’ve even had the opportunity to welcome one of those like-minded …
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 …
Meet the Bridgewell Financial team: Teresa Garcia Read More »
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 …
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, …
Bridgewell Financial is proud to join Benefits Alliance Read More »
