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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.

What we can learn about financial goal-setting from the seat of a canoe

One of the many joys of summer is the opportunity to get up close and personal with nature. That could mean weekend cottage visits, camping trips or vacations to some pristine destination across Canada. The chance to unwind, relax and rebalance is a key part of promoting well-being before we dive head-long back into work …

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an employee engaging in hybrid work

Does your total compensation package reflect the new hybrid work reality?

The great Canadian hybrid work experiment is underway. Organizations large and small are rolling out new workplace policies and performance expectations tailored to the post-pandemic world—one where many employers will allow staff to continue working remotely, at least part of the time. There’s only one problem: most haven’t had the opportunity to properly review and …

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The importance of supporting employees’ whole well-being

Of the many illnesses that touch Canadian lives, cancer is by far one of the most common. Only heart disease and stroke are more pervasive, with one in two Canadians expected to develop cancer within their lifetimes. Those numbers are staggering. What’s heartening, however, is that an ever-increasing number of cancers are fully curable, while …

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LGBTQ+ community sees progress on workplace group benefits and insurance

It’s hard to remember a time when we didn’t celebrate Pride Month across Canadian workplaces.  June is an opportunity to acknowledge LGBTQ+ employees, leaders, industry partners and suppliers. Perhaps most importantly, it’s a chance to recognize the value that members of the community deliver as skilled professionals, colleagues and friends. It’s also an opportunity to …

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paddling a canoe on a lake

Family cottage succession: Key tax and legal considerations

As we noted in our last blog on the many emotional aspects of owning a family cottage, issues such as property usage or joint ownership need to be carefully managed to prevent your dream getaway from turning into a source of inter-family squabbles. But what about the tax and legal implications of owning a vacation …

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Family cottage

Developing a plan for the most emotionally-charged asset you’ll ever own: the family cottage

In the first of this two-part blog, we look at the emotional aspects of managing a family cottage—and the importance of developing a plan to help address issues proactively before they create avoidable financial and family governance challenges. The Victoria Day long weekend is more than a statutory holiday across much of the country—it’s the …

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Adapting your group benefits plan to enhance workplace mental health

Many organizations tend to excel at addressing the kind of employee health conditions that can be diagnosed and treated. If a team member announces they have a blocked artery or a broken arm, for example, most companies are well equipped to offer workplace accommodations or medical leave—often through traditional group benefits programs that are designed …

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Parliament Hill

What the 2021 federal budget means to your financial well-being

One of the most striking features of the 2021 federal budget —the first tabled in the COVID-19 era— was what it didn’t include. While it did contain some highly-targeted tax increases, it spared Canadians from any change to personal or corporate taxes or to the capital gains exemption rate, as some finance insiders had warned. …

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How Canada’s insurers have pivoted in the face of COVID-19

Once the dust has settled, a new normal has taken hold and we have time to catch our breath to reflect on the COVID-19 crisis, we can begin to fully assess its impact. What we already know is that the pandemic’s widespread economic, health and social repercussions have transformed Canadians’ lives in countless ways. The …

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How to build cost certainty into your group benefits plan

One of the most challenging aspects of the COVID-19 crisis for the business community has been uncertainty—economic, sectoral, supply chain, ongoing growth. It took months into the pandemic for organizations to simply get a handle on their prospects for a full recovery, let alone renewed success. At the same time, some employers saw demand for …

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