We’re excited to announce that Seligman Insurance is now a part of the Bridgewell Financial team. Read our latest post for the full details.

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Bridgewell Financial

Bridgewell was founded on a simple idea: that by bringing together a strong team of specialists from across various disciplines, we could help organizations and their leaders exceed their financial goals and stay a step ahead at all times.

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Introducing Bridgewell’s Small Biz and Solopreneur Group Benefits program

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If recent trends are any indication, a growing number of Canadians will continue their path to contract or self-employment in the years ahead. That movement, which accelerated during the COVID-19 crisis, has been ongoing for some time. The challenge is that gig, freelance, contract and self-employed individuals—not to mention smaller organizations with between one and …

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Business succession takeaways from the Bridgewell Sessions Vol. 2

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Building a business with the goal of eventually selling to an external buyer, or transitioning it to the next generation, means doing what it takes to remove yourself from its daily operation and taking strategic steps to enhance the company’s value. In other words, it pays to make yourself obsolete as a business owner/operator when …

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

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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

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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

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‘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

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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

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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

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

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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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