Bridgewell Financial, Author at Bridgewell

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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Financial planning for your post-career transition (not retirement)

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

We’re conditioned to think about our lives (not to mention financial planning) in stages. Our adolescent and early adult years are spent attending school and then maybe pursuing a post-secondary education. Between our twenties and forties, it’s often about building a career, a business or a family—maybe all three. Then it’s time for retirement and …

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Senior drinking coffee and thinking about retirement and the next chapter of her life

Forget retirement—Prepare for the next chapter of your life

Leave a Comment / News / By Bridgewell Financial

The recent protests in France over the two-year delay in the retirement age—to 64 years-old—left many North Americans scratching their heads. Most of us would be happy to hang it up a year earlier than our current official retirement age of 65, which might even reach 67 by the time many of us retire. The …

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Building an estate plan that minimizes risk for your family

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

In our first installment in this mini-series, we looked at why developing an estate plan is a critical aspect of financial planning that shouldn’t be delayed. But that’s only the start of the discussion, particularly for professionals, business owners and high net-worth families, whose wealth and strategic tax planning needs are often far more complex. …

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