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The Bridgewell Sessions Vol. 2 — Meet our panel of business succession specialists

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

Most entrepreneurs dream of founding, operating and growing a thriving business. Few will ever produce a start-up plan that accounts for their eventual exit. That’s because business succession planning is often de-emphasized or overlooked when day-to-day operations and expansion are a leader’s top priority. A better approach is to plan ahead, building your business on …

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Structuring shareholder agreements: Lessons from the Rogers family feud

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

The highly-analyzed saga of the Rogers family has taught us more than a few lessons about business succession, family governance—especially when large sums of wealth are involved—and the need to carefully envision the future you want for your family once the main wealth builder passes on. But it’s also a clear lesson in the importance …

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The Bridgewell year-in-review: Celebrating growth and financial wellness

Leave a Comment / Personal Insurance / By Bridgewell Financial

‘How can we help our clients achieve personal or professional financial wellness?’ That was the simple question we asked ourselves when we set out to build Bridgewell Financial. As a concept, it helps constantly reorient our focus toward meeting your personal and professional financial needs. But it’s really about something bigger. As a firm, we …

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A focus on financial wellness: One reason why family businesses outperform

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

If there was an uplifting business story that emerged from the coronavirus pandemic—and despite the often dire headlines, there were many—it was the relatively strong performance of family businesses in Canada. While they were dealt an immediate financial blow as the COVID-19 crisis took hold and social distancing restrictions impacted organizations across sectors, their resiliency …

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Optimize your group benefits plan with a focus on total wellness

Leave a Comment / Group Benefits / By Bridgewell Financial

Your organization has a comprehensive group benefits plan with strong medical, life and dental coverage. Maybe it has a mental health services component and even a health spending account that allows employees to spend in areas that suit their lifestyle needs. If your package looks like this, congratulations—you’re ahead of the curve when it comes …

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Key takeaways from the inaugural edition of The Bridgewell Sessions

Leave a Comment / Group Benefits / By Bridgewell Financial

Hybrid, flexible work will be a permanent feature across North American workplaces as we slowly emerge from the coronavirus pandemic—and virtual benefits are not only here to stay, but will become an increasingly important aspect of the employee group benefits experience. Those were two of the most important insights that were exchanged during last week’s …

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Introducing The Bridgewell Sessions

Leave a Comment / Group Benefits / By Bridgewell Financial

When we launched Bridgewell Financial earlier this year, we made a commitment to not only work to enhance your personal and professional financial wellness, but to also deliver the latest insights to keep you informed. We believe that having the right information is the key to making effective strategic decisions, ones that help promote financial …

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Why now is the perfect time for a financial wellness re-set

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

There comes a point during any lengthy period of adversity when the most immediate challenges begin to subside and we get a chance to step back, re-assess the situation and take stock of all that’s just unfolded. Like the fourth wave of a major global pandemic, for example. This economic, public health, financial and social …

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Business succession: How to position your company for a sale

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

It’s a special day when an entrepreneur achieves their lifelong dream: transitioning to the next phase in life by making a financially-beneficial exit from their company. For most, achieving that goal will take a great deal of hard work and business succession planning. While we’re conditioned by media reports to believe that billion-dollar business sales …

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The family side of business succession

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

As noted in the first blog in this series, it takes a deliberate effort to plot out a business succession strategy. Transitioning out of your company and moving on to the next phase of life—whatever that may entail—requires balancing a number of family, financial and strategic considerations. While there are many ways to approach the …

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