Wealth and Financial Planning
Focused on your financial wellness
We provide wealth-building solutions that protect your financial future and enable you to live life on your terms. Think of Bridgewell as your personal CFO. As an independent, fee-based advisor, we’ll help you clarify your goals and chart a roadmap to achieve your personal or professional financial objectives.
To align every facet of your financial plan, we’ll work with trusted advisors such as your accountant or lawyer to close any gaps before managing its implementation and conducting annual reviews to help you stay on track.
A service experience designed for you
Our financial planning services are focused on wealth generation, risk-management and tax minimization strategies with an emphasis on retirement and estate planning.
We believe that providing a truly customized service experience means leveraging the multi-disciplinary skills of our team to help you achieve financial success—however you define it.
Build your financial legacy with an integrated strategy
We take an integrated approach to financial planning, helping you build a plan that reflects everything from your risk tolerance and your family’s philanthropic ambitions to ongoing cash flow requirements and key tax considerations.
Our financial planning solutions
Wealth Management Planning
We’ve built relationships with some of Canada’s leading wealth-management firms. Whether you’re looking for socially responsible investing, low-cost passive portfolio investing or investment exposure to alternative asset classes, we’ll facilitate an investment strategy that aligns with your objectives and values
Retirement Planning
Build a robust nest egg with a sustainable income stream to fund your retirement lifestyle needs
Estate Planning
Prepare the next generation to be effective stewards of your family’s wealth by discussing your shared values and goals and setting the stage for a successful estate transition—all while considering key factors from wills and powers of attorney to trusts and tax structuring
Risk Management Planning
Mitigate risk with a complete portfolio of customized insurance solutions including life, long-term disability and critical illness
