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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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Pharmacy clients discussing National Pharmacare program

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

Leave a Comment / Group Benefits / By Bridgewell Financial

An important question that’s been on the minds of employers over the past year is how the National Pharmacare and Canada Dental Benefit plans could impact their group benefits coverage—if at all. Do these new programs negate the need to provide drug or dental coverage to their teams? Are the plans fully comprehensive, or are …

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Meet the Bridgewell Financial team: Teresa Garcia

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

There’s nothing better than knowing that you work with one of the best teams in the financial services industry—and we fully believe that’s the case here at Bridgewell Financial. We’re very proud of the commitment to excellence that our colleagues display every day. Their dedication to continuous learning, providing an exceptional client service experience and …

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Bridgewell Financial joins Benefits Alliance

Bridgewell Financial is proud to join Benefits Alliance

Leave a Comment / Group Benefits / By Bridgewell Financial

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, …

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

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

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 …

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Couple discussing estate planning and watching a sunset

Why estate planning matters

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

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 …

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

Leave a Comment / News / By Bridgewell Financial

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 …

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

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

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 …

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Executives discussing executive compensation

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

Leave a Comment / Executive Compensation / By Bridgewell Financial

A well-defined executive compensation strategy is one of the most important tools your organization can use to attract top talent and drive growth. Creating a total compensation strategy for executives that delivers those results means including specific features—from wages and insurance to group benefits—that help convince highly-skilled candidates that your workplace will cater to their …

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Executive planning: the best insurance to retain business leaders

Leave a Comment / Executive Planning / By Bridgewell Financial

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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