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

Let’s discuss your wealth and financial planning needs

More Services

Group Benefits

Personal Insurance

Corporate Insurance

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