Financial Planning Archives

Bridgewell Financial Senior Advisor Cheryl Siskind Solomon

Meet the Bridgewell Financial team: Cheryl Siskind Solomon

Leave a Comment / Meet the team, News / By Bridgewell Financial

Continuously strengthening our insurance practice means introducing innovative solutions and expanding the Bridgewell team to better serve our clients. For us, insurance is about more than products—it’s about helping people live better, longer lives with greater peace of mind. That belief has been central to Bridgewell’s approach since the firm was founded. By bringing together …

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Bridgewell Financial Partner Graeme Martin

Meet the Bridgewell Financial team: Graeme Martin

Leave a Comment / Meet the team, News / By Bridgewell Financial

Every company needs a person (or people) capable of taking ideas and bringing them to reality. Sometimes these talented professionals are immersed in the day-to-day operations of the business. At others, they’re the higher-level strategists who set a vision for the organization’s growth and success, then enact a plan to reach those goals. When we …

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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

Leave a Comment / Community Impact, News / By Bridgewell Financial

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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Meet the Bridgewell Financial team: Fran Perkins

Leave a Comment / Meet the team, News / By Bridgewell Financial

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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Flags symbolizing Canada-US trade and tariffs

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

Leave a Comment / Economy / By Bridgewell Financial

It would be an understatement to say that the first quarter of 2025 put Canadians’ financial mettle (and wellness) to the test. It closed with the announcement of sweeping U.S. reciprocal tariffs on countries around the world—since paused for 90 days—from which Canada and Mexico were exempted, even as both countries still face levies on …

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Meet the Bridgewell Financial team: Yohan Roche

Leave a Comment / Meet the team, News / By Bridgewell Financial

One of our founding goals at Bridgewell Financial was to ensure that our core values were built into every aspect of our firm. That included delivering comprehensive group benefits, personal and corporate insurance, wealth and financial planning and executive planning and group benefits solutions, developing an industry-leading customer service experience and offering a rewarding workplace …

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Bridgewell Financial welcomes Seligman Insurance

Welcoming Seligman Insurance to the Bridgewell Financial family

Leave a Comment / Meet the team, News / By Bridgewell Financial

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 …

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Bridgewell Financial Partner Michael Wortsman at the Benefits Alliance Connect Conference

Reflections on the Benefits Alliance Connect Conference 2024

Leave a Comment / Group Benefits / By Bridgewell Financial

One of the many advantages of Bridgewell Financial’s membership with Benefits Alliance is the opportunity to participate in the organization’s annual Connect Conference. The 2024 edition—held September 22nd to 24th in Nashville—exceeded our expectations in every way, from the chance to network with leading group benefits professionals from across North America to the depth and …

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

Leave a Comment / News / By Bridgewell Financial

If our first year in business was about establishing processes, delivering high-value financial solutions and growing our firm, the second has been about taking it to the next level and continuing to enhance a client service experience built around delivering financial wellness. We’re especially proud that we’ve been able to expand what it means to …

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Meet the Bridgewell Financial team: Amr Galal

Leave a Comment / Meet the team, News / By Bridgewell Financial

Since founding Bridgewell Financial, we’ve been lucky to work with many outstanding service providers from across the financial services industry. We’ve built strong connections and forged relationships that are helping our clients achieve financial wellness in all aspects of their personal and professional lives. We’ve even had the opportunity to welcome one of those like-minded …

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