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

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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Meet the Bridgewell Financial team: Amr Galal

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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Bridgewell Financial's Teresa Garcia

Meet the Bridgewell Financial team: Teresa Garcia

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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Year-in-Review 2022: A look back at Bridgewell’s first calendar year

The holidays are a time for reflection, to recharge and to refocus for a dynamic New Year ahead. For Bridgewell Financial, it’s also an opportunity to look back on the many accomplishments of our first full calendar year in business. As we emerged from the throes of the pandemic and took baby steps in our …

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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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