Finding innovative ways to bridge the gap between wealth and health requires a team approach. At Bridgewell, our vision early on was to bring together highly experienced professionals with diverse skill sets to help our clients achieve financial wellness in every aspect of their lives. Doing so requires collaboration with partners whose values not only …
Meet the Bridgewell Financial team: James MacGowan Read More »
Delivering the most innovative group benefits, wealth and financial planning and insurance solutions to our clients means staying a step ahead of industry developments, while also attracting and retaining the very best talent in our sector. It’s why we’ve worked to hire highly engaged and dedicated employees, while also collaborating with dynamic partners that can …
Meet the Bridgewell Financial team: Matt Shechtman Read More »
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 …
Welcoming Seligman Insurance to the Bridgewell Financial family 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 »
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