What happens when you put some of the world’s leading health, wellness and longevity experts in the same room? Put simply, you’re subject to a mind-boggling array of insights and expertise that expand your understanding of optimal human performance. And let’s not forget the opportunity to interact with some of the insurance, financial planning and …
Key takeaways from the Longer. Healthier. Better Symposium Read More »
When asked what makes our firm stand out, we simply say that Bridgewell Financial is powered by extraordinary people. Their dedication to excellence, their commitment to our clients’ success and their passion for giving back to the community have helped our firm achieve success over the years. No matter their role, our team members are …
Meet the Bridgewell Financial team: Jessica Thompson Read More »
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 …
Year-in-Review 2023: Bringing financial wellness to our growing client base Read More »
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 …
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 …
Meet the Bridgewell Financial team: Teresa Garcia Read More »
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 …
Forget retirement—Prepare for the next chapter of your life Read More »
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 …
Year-in-Review 2022: A look back at Bridgewell’s first calendar year Read More »
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. …
What the 2021 federal budget means to your financial well-being Read More »
When was the last time a financial services provider made a real difference in your business, set your personal finances on the right path or simply provided an experience that was customized to your exact needs? Maybe it’s been a while. We asked ourselves why clients are so often disappointed in the service they receive …
