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 »
When we launched Bridgewell Financial earlier this year, we made a commitment to not only work to enhance your personal and professional financial wellness, but to also deliver the latest insights to keep you informed. We believe that having the right information is the key to making effective strategic decisions, ones that help promote financial …
There comes a point during any lengthy period of adversity when the most immediate challenges begin to subside and we get a chance to step back, re-assess the situation and take stock of all that’s just unfolded. Like the fourth wave of a major global pandemic, for example. This economic, public health, financial and social …
Why now is the perfect time for a financial wellness re-set Read More »
It’s a special day when an entrepreneur achieves their lifelong dream: transitioning to the next phase in life by making a financially-beneficial exit from their company. For most, achieving that goal will take a great deal of hard work and business succession planning. While we’re conditioned by media reports to believe that billion-dollar business sales …
Business succession: How to position your company for a sale Read More »
In the first of this two-part blog, we look at the emotional aspects of managing a family cottage—and the importance of developing a plan to help address issues proactively before they create avoidable financial and family governance challenges. The Victoria Day long weekend is more than a statutory holiday across much of the country—it’s the …
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