One of the most important ways we can help clients achieve financial wellness is by continuing to enhance our service experience in every way possible. It’s a commitment that the Bridgewell Financial Group Benefits team not only embraces, but looks to advance as we enter into dynamic new partnerships and association memberships. On that note, …
Bridgewell Financial is proud to join Benefits Alliance Read More »
In our earlier blogs on developing a plan for the family cottage and the many legal considerations around cottage succession, we explored the emotional and financial sides of managing everyone’s favourite summertime (and in some cases four-season) family asset. But what about tax strategy? Simply put, the capital gains tax implications of owning a second property …
Strategies to mitigate capital gains tax liabilities on the family cottage Read More »
We’re conditioned to think about our lives (not to mention financial planning) in stages. Our adolescent and early adult years are spent attending school and then maybe pursuing a post-secondary education. Between our twenties and forties, it’s often about building a career, a business or a family—maybe all three. Then it’s time for retirement and …
Financial planning for your post-career transition (not retirement) Read More »
The recent protests in France over the two-year delay in the retirement age—to 64 years-old—left many North Americans scratching their heads. Most of us would be happy to hang it up a year earlier than our current official retirement age of 65, which might even reach 67 by the time many of us retire. The …
Forget retirement—Prepare for the next chapter of your life Read More »
In our first installment in this mini-series, we looked at why developing an estate plan is a critical aspect of financial planning that shouldn’t be delayed. But that’s only the start of the discussion, particularly for professionals, business owners and high net-worth families, whose wealth and strategic tax planning needs are often far more complex. …
Building an estate plan that minimizes risk for your family Read More »
You’ve heard countless times from the Bridgewell team that one of the main drivers of wellness is strategic financial planning. Think of a comprehensive plan as a blueprint designed to bridge any gaps in your finances, one that helps you achieve your lifestyle goals. Part of that process involves preparing for the inevitable with detailed …
The holidays are a time for reflection, to recharge and to refocus for a dynamic New Year ahead. For Bridgewell Financial, it’s also an opportunity to look back on the many accomplishments of our first full calendar year in business. As we emerged from the throes of the pandemic and took baby steps in our …
Year-in-Review 2022: A look back at Bridgewell’s first calendar year Read More »
An economic downturn could be looming in early 2023, inflation is running high and headlines are filled with doom and gloom. That’s exactly why it’s important stay calm and remember the power of long-term financial planning. Your financial wellness depends on it. Here’s why: With markets under pressure and interest rates surging, it’s natural to …
Recession coming? Stay calm and hold to your financial planning strategy Read More »
Most entrepreneurs dream of founding, operating and growing a thriving business. Few will ever produce a start-up plan that accounts for their eventual exit. That’s because business succession planning is often de-emphasized or overlooked when day-to-day operations and expansion are a leader’s top priority. A better approach is to plan ahead, building your business on …
The Bridgewell Sessions Vol. 2 — Meet our panel of business succession specialists Read More »
The highly-analyzed saga of the Rogers family has taught us more than a few lessons about business succession, family governance—especially when large sums of wealth are involved—and the need to carefully envision the future you want for your family once the main wealth builder passes on. But it’s also a clear lesson in the importance …
Structuring shareholder agreements: Lessons from the Rogers family feud Read More »
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