executive planning

Bridgewell Financial Partner Chad Tranter at Paddles with Purpose

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

It’s become something of a tradition here at Bridgewell Financial to cap off the year with a look back at our accomplishments as a team, our growth as a firm and the steps we’ve taken to serve you better. Throughout 2025, we’ve worked to enhance our systems and processes, fine-tuning our back-end infrastructure to provide …

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Fran Perkins

Meet the Bridgewell Financial team: Fran Perkins

Providing exceptional service and delivering innovative solutions to business owners and leaders requires specialized expertise. In Bridgewell’s case, that’s built around key pillars including group benefits, executive planning, insurance and financial planning. Helping our clients bridge the gap between wealth and health—specifically, connecting their total well-being to strategic financial decisions—requires extensive knowledge to deliver what …

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executive planning

Executive planning: the best insurance to retain business leaders

Unemployment is low and employee turnover is higher than in recent memory as many Canadian executives explore new career options in the wake of the pandemic. That’s why this could be the perfect opportunity for your organization to recruit senior-level staffers with the help of effective executive planning strategies. Satisfying the workplace expectations of executive-level …

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