Bridgewell’s first annual Charity Pickleball Tournament in support of Keep Playing Kids and Junior Achievement was a smash success! Our recent blog has all the highlights, including acknowledgements of our many generous sponsors and partners.
Every company needs a person (or people) capable of taking ideas and bringing them to reality. Sometimes these talented professionals are immersed in the day-to-day operations of the business. At others, they’re the higher-level strategists who set a vision for the organization’s growth and success, then enact a plan to reach those goals. When we …
Meet the Bridgewell Financial team: Graeme Martin Read More »
It’s become something of a tradition here at Bridgewell Financial to cap off the year with a look back at our accomplishments as a team, our growth as a firm and the steps we’ve taken to serve you better. Throughout 2025, we’ve worked to enhance our systems and processes, fine-tuning our back-end infrastructure to provide …
Providing exceptional service and delivering innovative solutions to business owners and leaders requires specialized expertise. In Bridgewell’s case, that’s built around key pillars including group benefits, executive planning, insurance and financial planning. Helping our clients bridge the gap between wealth and health—specifically, connecting their total well-being to strategic financial decisions—requires extensive knowledge to deliver what …
Meet the Bridgewell Financial team: Fran Perkins Read More »
Delivering the most innovative group benefits, wealth and financial planning and insurance solutions to our clients means staying a step ahead of industry developments, while also attracting and retaining the very best talent in our sector. It’s why we’ve worked to hire highly engaged and dedicated employees, while also collaborating with dynamic partners that can …
Meet the Bridgewell Financial team: Matt Shechtman Read More »
We partied, we dinked, we raised funds for a couple of amazing causes that mean a great deal to our team. It’s been several weeks since our first annual Paddles with Purpose at the Fairgrounds Leaside (a huge ‘thanks’ to their team for their hard work in making our night so special!), and we’re set …
Reflections from Bridgewell Financial’s first annual Paddles with Purpose event Read More »
It takes a special group of people to build a successful financial services firm. In our case, it meant hiring professionals who share our passion for wellness and a commitment to delivering an outstanding service experience to our clients. We’ve been fortunate to assemble a team that not only satisfies that criteria, but goes above …
Meet the Bridgewell Financial team: Sharika Thalapally Read More »
When we founded Bridgewell Financial, we wanted to accomplish a few goals. Key among them: reinforcing the importance of wellness across the financial services industry, while also delivering a premium level of service to our clients. Doing so meant bringing aboard professionals who shared our firm’s core values and were committed to going above and …
Meet the Bridgewell Financial team: Justin Kishurilall Read More »
It would be an understatement to say that the first quarter of 2025 put Canadians’ financial mettle (and wellness) to the test. It closed with the announcement of sweeping U.S. reciprocal tariffs on countries around the world—since paused for 90 days—from which Canada and Mexico were exempted, even as both countries still face levies on …
Tariffs and your financial wellness: Staying the course in the face of uncertainty Read More »
One of our founding goals at Bridgewell Financial was to ensure that our core values were built into every aspect of our firm. That included delivering comprehensive group benefits, personal and corporate insurance, wealth and financial planning and executive planning and group benefits solutions, developing an industry-leading customer service experience and offering a rewarding workplace …
As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding …
Welcoming Seligman Insurance to the Bridgewell Financial family Read More »
