What happens when you put some of the world’s leading health, wellness and longevity experts in the same room? Put simply, you’re subject to a mind-boggling array of insights and expertise that expand your understanding of optimal human performance. And let’s not forget the opportunity to interact with some of the insurance, financial planning and …
Key takeaways from the Longer. Healthier. Better Symposium Read More »
At first glance, the headline news from the 2024 federal budget was grim for wealthier Canadians, some business owners and professional corporations: a surprise tax increase that will have significant financial implications for many in those groups. But a week post-budget, we can see there’s room for tempered optimism. In fact, these changes present new …
The 2024 federal budget raises taxes and new financial planning opportunities Read More »
When asked what makes our firm stand out, we simply say that Bridgewell Financial is powered by extraordinary people. Their dedication to excellence, their commitment to our clients’ success and their passion for giving back to the community have helped our firm achieve success over the years. No matter their role, our team members are …
Meet the Bridgewell Financial team: Jessica Thompson Read More »
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 …
Meet the Bridgewell Financial team: Teresa Garcia Read More »
Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …
Less-discussed aspects of estate planning: Longevity, a living legacy and your team Read More »
Achieving personal financial wellness is a journey rather than a destination. The process evolves over time with your changing circumstances—the start of a new business, the arrival of children, the sale of a business or a change of industry, as just a few examples—and requires constant reassessment. The financial planning strategy you employ today could …
Overlooked financial planning opportunities: Personal finance edition Read More »
One of our core values at Bridgewell Financial is to give back to the community, as often an in as many varied ways as we can. That explains why we support a range of causes each year. One of our favourites is the Centre for Addiction and Mental Health—an organization dedicated to helping Canadians address …
Support the Bridgewell team as we fundraise for the Sunrise Challenge 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 »
‘How can we help our clients achieve personal or professional financial wellness?’ That was the simple question we asked ourselves when we set out to build Bridgewell Financial. As a concept, it helps constantly reorient our focus toward meeting your personal and professional financial needs. But it’s really about something bigger. As a firm, we …
The Bridgewell year-in-review: Celebrating growth and financial wellness Read More »
As we noted in our last blog on the many emotional aspects of owning a family cottage, issues such as property usage or joint ownership need to be carefully managed to prevent your dream getaway from turning into a source of inter-family squabbles. But what about the tax and legal implications of owning a vacation …
Family cottage succession: Key tax and legal considerations Read More »
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