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federal budget 2024 delivered on Parliament Hill in Ottawa

The 2024 federal budget raises taxes and new financial planning opportunities

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

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 …

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Meet the Bridgewell Financial team: Jessica Thompson

Leave a Comment / News / By Bridgewell Financial

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 …

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Year-in-Review 2023: Bringing financial wellness to our growing client base

Leave a Comment / News / By Bridgewell Financial

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 …

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Pharmacy clients discussing National Pharmacare program

National Pharmacare and Canada Dental Benefit plans: What employers need to know

Leave a Comment / Group Benefits / By Bridgewell Financial

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 …

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Meet the Bridgewell Financial team: Amr Galal

Leave a Comment / News / By Bridgewell Financial

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 …

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Meet the Bridgewell Financial team: Teresa Garcia

Leave a Comment / News / By Bridgewell Financial

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

Leave a Comment / Group Benefits / By Bridgewell Financial

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

Leave a Comment / Group Benefits / By Bridgewell Financial

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

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

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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financial advisor discussing estate planning with a client

Less-discussed aspects of estate planning: Longevity, a living legacy and your team

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …

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