As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding our solution line-up and adding key roles to our staff. Now, we’re taking it a step further as we welcome some of the Greater Toronto Area’s top insurance professionals to the team.
We’re pleased to announce that Seligman Insurance Senior Partner Peter Seligman and Managing Partner Jeff Bernstein have joined Bridgewell Financial. Since 1962, Seligman Insurance has been providing tailored insurance solutions to high net-worth families, entrepreneurs and their executive teams, and scale-up businesses. In its third generation of family ownership, the Seligman brand—built on professionalism, personalized service and in-depth expertise—is highly respected across our industry.
“It’s rare that you have the opportunity to work with top financial industry professionals such as Peter and Jeff, whose core values are so well aligned with ours,” said Bridgewell Financial Partners Michael Wortsman and Chad Tranter. “Seligman Insurance has been a pillar in the community for more than six decades and their expertise and approach will only help us take our service experience to exciting new levels.”
Long-time Seligman team member and Director of Individual Client Service Fran Perkins will be joining Peter and Jeff as they continue to integrate with the Bridgewell team. The trio will service their existing Seligman clients, who will now have access to Bridgewell’s full suite of group benefits, wealth and financial planning and insurance solutions.
For Bridgewell clients, nothing changes. Our leadership structure and service delivery model remain the same. The only difference now is that they will have access to an even stronger team than before. Jeff and Peter have built a specialized practice focused on insurance and in broader financial categories such as estate planning, which is an asset to Bridgewell’s many business owner and high net-worth family clients.
Jeff is also actively engaged in his philanthropic planning and charitable giving client practice and is deepening his advisory work with multigenerational families through the Family Enterprise Advisor program. This is an area of growing interest for our clients. Peter remains active in guiding successful families focused on their own insurance-based legacy initiatives and is involved in personal community and charitable endeavours.
“We’re thrilled to be joining the Bridgewell team,” Jeff Bernstein said. “What appealed to us most about this opportunity was the chance to build on Seligman’s 60 year-plus legacy of service excellence, while leveraging Bridgewell’s unique advantages built around technology, wellness and financial services innovation. We’re always committed to finding new ways to better serve our clients, and I think the decision to join Bridgewell achieves that goal.”
While Bridgewell clients will have the chance to work with Jeff, Peter and Fran, their files will continue to be managed by their current Bridgewell partner or manager.
“When my father Sam founded Seligman Insurance in 1962, he prioritized knowledge, guidance, and caring, serving our clients through deep, generational relationships,” Peter Seligman explained. “Bridgewell’s founding vision aligns well with his original goal. As part of the Bridgewell team, we’ll be able to build on our legacy, while offering our clients an enhanced suite of solutions to help protect themselves, their families and their businesses for years to come.”
The Bridgewell team
For assistance with your wealth and financial planning, insurance or group benefits planning needs, contact a member of our team today.
