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The insights you need to make the right financial decisions

Whether you’re growing a business or making key leadership decisions, you need relevant advice and up-to-date information to maintain your competitive advantage. Our team is committed to providing strategic insights to keep you a step ahead of everything from legislative changes and economic news to emerging trends, cutting the complexity so you can manage challenges and capitalize on new opportunities.

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community impact

Paddles with Purpose 2026: Another smashing success in support of two great causes

meet the team

Meet the Bridgewell Financial team: Cheryl Siskind Solomon

meet the team

Meet the Bridgewell Financial team: James MacGowan

meet the team

Meet the Bridgewell Financial team: Graeme Martin

community impact

Year-in-Review 2025: A new annual giving event, new team members and new improvements across Bridgewell

meet the team

Meet the Bridgewell Financial team: Fran Perkins

meet the team

Meet the Bridgewell Financial team: Matt Shechtman

community impact

Reflections from Bridgewell Financial’s first annual Paddles with Purpose event

meet the team

Meet the Bridgewell Financial team: Sharika Thalapally

meet the team

Meet the Bridgewell Financial team: Justin Kishurilall

economy

Tariffs and your financial wellness: Staying the course in the face of uncertainty

meet the team

Meet the Bridgewell Financial team: Yohan Roche

meet the team

Welcoming Seligman Insurance to the Bridgewell Financial family

news

Year-in-Review 2024: An ambitious new $1 million giving goal and enhancements to serve you better

news

Key takeaways from the Longer. Healthier. Better Symposium

group benefits

Reflections on the Benefits Alliance Connect Conference 2024

wealth and financial planning

The 2024 federal budget raises taxes and new financial planning opportunities

meet the team

Meet the Bridgewell Financial team: Jessica Thompson

news

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

group benefits

National Pharmacare and Canada Dental Benefit plans: What employers need to know

meet the team

Meet the Bridgewell Financial team: Amr Galal

meet the team

Meet the Bridgewell Financial team: Teresa Garcia

group benefits

A Bridgewell case study: Customizing an appliance retailer’s employee retirement savings plan

group benefits

Bridgewell Financial is proud to join Benefits Alliance

wealth and financial planning

Strategies to mitigate capital gains tax liabilities on the family cottage

wealth and financial planning

Less-discussed aspects of estate planning: Longevity, a living legacy and your team

wealth and financial planning

Financial planning for your post-career transition (not retirement)

news

Forget retirement—Prepare for the next chapter of your life

wealth and financial planning

Building an estate plan that minimizes risk for your family

group benefits

Wellness, group benefits and the evolution of employee expectations

group benefits

Take the summer to build your wellness culture (and a group benefits program to match)

wealth and financial planning

Why estate planning matters

news

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

wealth and financial planning

Recession coming? Stay calm and hold to your financial planning strategy

group benefits

Your pre-holiday group benefits update: New EI sickness benefit ready to launch, details on the Canada Dental Benefit and an employee travel reminder

executive health and well being

What it takes to build an executive health and well-being group benefits program

executive compensation

Benefits, wages, retirement savings programs: the key components of executive compensation

executive planning

Executive planning: the best insurance to retain business leaders

wealth and financial planning

Overlooked financial planning opportunities—Corporate finance edition

wealth and financial planning

Overlooked financial planning opportunities: Personal finance edition

corporate insurance

Why it makes sense to protect your business with key person insurance

wealth and financial planning

Support the Bridgewell team as we fundraise for the Sunrise Challenge

group benefits

Introducing Bridgewell’s Small Biz and Solopreneur Group Benefits program

wealth and financial planning

Business succession takeaways from the Bridgewell Sessions Vol. 2

wealth and financial planning

The Bridgewell Sessions Vol. 2 — Meet our panel of business succession specialists

wealth and financial planning

Structuring shareholder agreements: Lessons from the Rogers family feud

personal insurance

The Bridgewell year-in-review: Celebrating growth and financial wellness

wealth and financial planning

A focus on financial wellness: One reason why family businesses outperform

group benefits

Optimize your group benefits plan with a focus on total wellness

group benefits

Key takeaways from the inaugural edition of The Bridgewell Sessions

group benefits

Introducing The Bridgewell Sessions

wealth and financial planning

Why now is the perfect time for a financial wellness re-set

wealth and financial planning

Business succession: How to position your company for a sale

wealth and financial planning

The family side of business succession

wealth and financial planning

The surprising complexity of business succession

wealth and financial planning

What we can learn about financial goal-setting from the seat of a canoe

group benefits

Does your total compensation package reflect the new hybrid work reality?

group benefits

The importance of supporting employees’ whole well-being

group benefits

LGBTQ+ community sees progress on workplace group benefits and insurance

wealth and financial planning

Family cottage succession: Key tax and legal considerations

wealth and financial planning

Developing a plan for the most emotionally-charged asset you’ll ever own: the family cottage

group benefits

Adapting your group benefits plan to enhance workplace mental health

news

What the 2021 federal budget means to your financial well-being

personal insurance

How Canada’s insurers have pivoted in the face of COVID-19

group benefits

How to build cost certainty into your group benefits plan

news

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